Trusts & Self-Managed Super Funds
Expert establishment and administration of trusts and SMSFs. Protect your wealth, optimize tax outcomes, and take control of your financial future.
Types of Trusts We Establish
Choose the right trust structure for your specific needs
Family Trusts
Protect family assets and provide flexible income distribution among beneficiaries
Unit Trusts
Ideal for business and investment purposes with defined unit holdings
Discretionary Trusts
Maximum flexibility in distributing income and capital to beneficiaries
Property Trusts
Specialized trusts for holding and managing property investments
Investment Trusts
Structure investments efficiently with tax planning benefits
Testamentary Trusts
Estate planning trusts established through your will
Ready to set up your trust or SMSF?
Complete SMSF Services
From setup to ongoing administration, we handle everything for your self-managed super fund
SMSF Setup
Complete establishment including trust deed, ABN, TFN, and bank account setup
Compliance Management
Ongoing compliance monitoring and regulatory adherence to ATO requirements
Annual Financial Statements
Comprehensive financial reporting and annual member statements
Trustee Services
Corporate trustee setup and ongoing trustee administration support
Investment Strategy
Development and review of investment strategies aligned with fund objectives
Tax & Audit
Annual tax returns and independent audit services for your SMSF
Trust Benefits
Trusts offer powerful advantages for asset protection and tax planning
SMSF Benefits
Take control of your retirement savings with a self-managed super fund
Simple Setup Process
A straightforward 4-step process to establish your trust or SMSF
Consultation
Discuss your needs and determine the most suitable structure for your goals
Documentation
Professional preparation of trust deed and all required documentation
Registration
Register the structure and obtain all necessary registrations (TFN, ABN, etc.)
Ongoing Support
Annual compliance, reporting, and strategic advice for your structure
Why Choose These Structures?
Important advantages for your family and wealth
Asset Protection
Legal separation of asset ownership from control, offering protection from creditors and lawsuits
Tax Efficiency
Flexible income distribution and tax planning opportunities resulting in significant savings
Estate Planning
Smooth succession planning ensuring assets are protected and distributed according to your wishes
Ready to Protect Your Wealth?
Speak with our specialists to find the right structure for your needs.