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Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

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Lennox Head
8/69-71 Ballina Street
Lennox Head, NSW 2478
PO Box 175, Lennox Head NSW 2478

Robina
Shop 3  Sidewalk on Scottsdale
137 Scottsdale Drive
Robina, QLD 4226
PO Box 840
Burleigh Heads 4220 

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