Trust Administration

Trust Administration

Trust Administration

Trusts provide significant benefits and can be central entities in family structures which provide the financial foundation for families and future generations.

A Trust can protect beneficiaries from making unwise investments by providing more structure around financial decisions, and if desired by using a professional trustee such as your lawyer or accountant, or other trusted advisor. This lowers the risk of poor investments or falling prey to financial predators or scams.

Trust accounting requires specialist knowledge and skills to ensure that a Trust delivers all of its desired benefits while staying compliant and avoiding any pitfalls.

They can provide the opportunity to distribute passive income to beneficiaries and family members who have lower tax rates, which can avoid the need to pay taxation at higher marginal tax rates. Most people will derive some form of benefit from having a Trust and using it as part of their financial planning.

Our experienced advisors offer a wide range of services such as:

  • Estate planning
  • Advice and preparation of gifting documents
  • Maximising taxation benefits
  • Professional trustee services
  • Trust administration and management

We have a range of tax, accounting and advisory solutions that can be tailored to meet your needs.

Please contact us to discuss how we can help you.

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