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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 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 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
    • Assist with Trust administration
    • Minute keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution
    • Annual gifting to Trust

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!

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What we offer

We provide a wide range of services suitable for small to medium sized businesses. Our existing clients include businesses in contracting, building, investment, retail, service, rental, trades, farming, forestry, commercial, transportation and hospitality industry sectors etc.

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Client Questionnaires

Our latest Client Terms of Engagement and Balance Date Questionnaires are available to download.


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