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Trusts

A trust provides a valuable way to protect 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
  • Completing the 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 fulfill its purpose!

Get in contact

  • Ringwood Office

    Level 1, Suite 10
    45-51 Ringwood Street,
    Ringwood,
    Victoria 3134

    Phone: (03) 8578 1020
    Fax: (03) 8578 1030
    Send an enquiry
    Get directions

  • Mornington Office

    Level 1, Suite 4
    315 Main Street
    Mornington,
    Victoria 3931

    Phone: (03) 5977 1211
    Fax: (03) 5977 1233
    Send an enquiry
    Get directions