Trust setup guide

Our guide for setting up a trust to manage your assets and protect your wealth

A trust is an estate management tool, it essentially places a person or entity in charge of holding the assets of another person or entity for the benefit of other people. The person or entity that is in charge of managing the trust is known as the trustee, and those who benefit from the trust are known as beneficiaries.

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Affordable rates
We offer competitive rates on setting up a range of trust structures to suit your specific situation.
Peace of mind
Rest assured in the knowledge that your wealth will be protected in a safe and effective manner.
Effective tax planning
A trust is a great tool for managing your future tax obligations, depending on your specific situation.
Save time
We're developed a streamlined process to reduce your time investment when setting up a trust.
Provide for family members
Ensure that your family is provided for from safely guarded assets, while still maintaining control over the asset.
Unique insights
We've got a wealth of experience in helping businesses and individuals managed their trust funds.

Benefits of setting up a trust

Manage, protect and grow your families wealth with a trust

There are actually a range of benefits to using a trust, but the main reasons that we recommend setting up a trust is for the purposes tax planning and asset protection.

From a tax planning perspective trusts can be used to distribute income to beneficiaries in a way to reduce the total tax liability, we can show you in person a bit more about how this works and how much you can save.

For the purposes of asset protection trusts can be used to provide a layer of protection to the personal assets and the estate of an individual, this additional layer is highly effective.

Getting started with a trust

Our team of expert accountants makes setting up a trust simple and straightforward

Like many legal agreements, the actual process of setting up a trust is typically quite straightforward, but the devil is in the details. A poorly drafted trust deed can lead to problems down the road, and in more extreme cases can even lead to an early termination of the trust.

There are a range of possible trust structures that can be applied to derive the results that you are looking for, each with their own policies that will have an affect of the drafting and execution of the trust.

Talk to our team of experts to find out how we can help manage and protect your assets with a trust.

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Assign trustees & beneficiaries
We first need to decide who will act as the trustees and who the beneficiaries will be. This might sound straightforward but is vital to get right.
Draft the trust deed
This is where we draft the legal document that establishes the legal rights and responsibilities of the trustees and beneficiaries, as well as the legal structure of the trust.
Settle the trust
Settlement is a straightforward legal process to establish your trust, an assigned settlor will sign the trust deed. Typically either an accountant or a lawyer acts as the settlor.
Execute the trust deed
This is the final step before the trust becomes active, the trustee accepts the terms of the trust deed and signs the agreement.

Contact information

We're looking forward to meeting you!

Drop us a line

To get started, simply fill out the form below or contact us using any of the provided contact methods.


Contact number

(08) 6110 9983

Email

[email protected]

Locations

WA office: Unit 1/8 Old Great Northern Hwy Midland WA 6056
VIC office: 14 Lamina Ave, Mill Park, VIC 3082

Trading Hours

  • Monday 9 am - 5pm
  • Tuesday 9 am - 5pm
  • Wednesday 9 am - 5pm
  • Thursday 9 am - 5pm
  • Friday 9 am - 5pm
  • Saturday By appointment
  • After hours By appointment