Our Services

Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

 

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to:

  • Prepare and execute the vital documentation involved in Trust formation
  • Attend 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 that your trust is formed and administered as effectively as possible, covering all legal requirements allowing it to fulfil its purpose.

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Contact Details

254 John St, Singleton
P: 02 6571 8550
F: 02 6571 8551

118 St Aubins St, Scone
P: 02 6545 1411
F: 02 6545 2099

2/164 Lang St, Kurri Kurri
P: 02 4937 5333
F: 02 4936 1712

Cnr Sowerby & Hill St, Muswellbrook
P: 02 6541 6650
F: 02 6541 6699