Discretionary trusts usually play an important role in managing your wealth. They have many advantages but are also riddled with danger. So we guide and help you to keep your trust out of trouble.
Establish My Trust
We provide you with a smart, flexible trust deed to support a wide range of wealth strategies. We highly recommend giving your trust a corporate trustee and will organise this for you.
Account for My Trust
To help you manage your wealth we will:
Help you to comply with all the tricky trust and tax rules. And make sure you don’t hit any potholes.
Facilitate your trust distributions and advise you on any common issues.
Prepare your trust tax return. And lodge it.
Manage your trustee’s corporate affairs. And help you avoid hefty ASIC fines.
Prepare annual distribution statements. And help you to keep everybody happy.
When you compare prices, make sure you compare apples with apples. Check what a quote covers. ASIC fees are out of our hands, but we have included these anyway, so you know what it all adds up to. We don’t charge extra for managing your trustee’s corporate affairs, but other providers usually do.
Please call or email if there is something we didn’t cover.