The advice you’ve been looking for.
A trust is a legal arrangement where assets are held by trustees for the benefit of one or more beneficiaries.
Trusts offer flexibility and can serve a variety of purposes, including:
Asset Protection: Safeguarding your wealth from claims and risks.
Flexibility & Control: Providing structured control over your assets.
Asset Management & Wealth Preservation: Ensuring long-term sustainability and protection of your assets.
Tax Planning: Optimising your financial structures for tax efficiency.
Whether or not you need a trust depends on your specific circumstances. A comprehensive understanding of the benefits is essential to determine its suitability.
Our Services.
We provide a wide range of services tailored to meet the diverse needs of our clients:
Acting as a professional trustee in both new and existing trust structures.
Providing independent trust services to private individuals and professional trustees.
Acting as an independent trustee to mediate when differences arise between trustees or beneficiaries.
Offering trust consultancy services to professional trustees from a tax aspect.
Reviewing your trust structure to ensure it aligns with your family’s needs and is as tax affective as possible.
Managing trust structures designed for:
Wealth preservation
Family succession planning
Investment holding
Business administration
Acting as a trustee for Buy/Sell Agreements and insurance policies.
Our independence allows us the freedom to work flexibly with your advisors and managers while providing objective, specialist guidance.
Note that we do not provide legal advice or investment management services.
Why might you need our services?
Trusts are often established to:
Protect against means testing (e.g. aged care fees)
Defend against property relationship claims
Provide robust asset protection
However, trusts only achieve these goals if properly administered. Trustees must meet their duties to ensure the trust’s legitimacy and effectiveness.
A professional trustee will ensure trustees meet their legal responsibilities, maintain regular and documented trust transactions and minimize the risk of allegations that the trust is a sham.
By partnering with us, you gain the assurance that your trust is managed correctly, and your assets remain protected.