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 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:


  • Liaise with your lawyer to prepare and execute the vital documentation involved in trust formation
  • Attend to the special requirements involved in reporting for trusts
  • Advise on the Income Tax, GST and other tax compliance issues with trusts
  • Trust administration including:
  • Minute keeping service
  • Annual accounts
  • Taxation
  • Asset management
  • Investment monitoring
  • Income distribution
  • Annual gifting to trust

Contact us today to ensure your trust is as formed and administered as effectively as possible, covering all legal requirements and so allowing it to fulfil its purpose.



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