• Suite 507, Level 5, 55 Phillip Street, Parramatta NSW 2150
  • Trusts

    A trust provides a structure that holds your accumulated assets for the benefit of others. Whilst complex to setup there are many added benefits by protecting assets through this structure.

    Our experience with trusts enables us to provide specialist advice on the formation of a new trust and ensure that all statutory requirements are met. Obligations for trustees are onerous and by using our assistance in the administration of a trust fund will prove invaluable. We can assist with the following:

    • Preparing and executing the vital documentation required for trust formation
    • Attending to the special requirements involved in reporting for trusts
    • Completing trust administration such as income distribution, taxation and annual accounts