For those clients who just want
compliance taken care of
From $185 + GST per month

For those clients who want to
build financial awareness
From  $295 + GST per month

For those clients serious about
growing their business
From $525 + GST per month

From $55 + GST per month**
*Additional properties $15+gst per month extra
*Company /Tax Structures From $65+ GST per month

Trusts

A trust provides a valuable way of protecting 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
  • 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 fulfil its purpose!

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