Trusts can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning.
 

We can assist and advise you on:
 

• Discretionary Trusts;

• Unit Trusts;

• Asset protection;

• Advantages and disadvantages of trusts;

• Income Tax efficiencies;

• Capital Gains Tax;

• Distribution of trust profits.

We can assist with all trust accounting and tax matters. We can guide you every step of the way to ensure that you understand and maintain compliance with the ATO and how to protect your assets. 

Contact us now to discuss how a trust can benefit you and your family!