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Trusts advice

We regularly establish trusts for a wide range of advisers and clients throughout Australia. We also advise on and prepare a range of documents for trusts including investment structuring and succession.

Our taxation expertise is invaluable in offering quality trusts advice and documentation. Our trust documents are regularly updated due to the ongoing tax changes. Moreover, obtaining trusts from suppliers without legal and tax expertise is now extremely risky.

Our range of trusts include:

  • Discretionary/Family Trust
  • Unit Trust
  • Special Trusts:
    • Special Disability Trust
    • Child Maintenance
    • Estate Proceeds
    • Super Proceeds
  • Bare Trust – See SMSF Borrowing
  • Change of Name
  • Change of Trustee

For more details, please contact us.

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