Trusts

Trusts can offer benefits in terms of asset protection, estate planning and tax efficiency.

Trusts are a commonly used structure for holding investments and carrying on small to medium sized businesses.  When appropriately incorporated into your business or personal investment strategy, trusts can offer benefits in terms of asset protection, estate and succession planning and tax efficiency.

Call us on 1300 654 590 to discuss how we can help you establish or manage your trust structure.

How we can help you

We can help you to implement a business or investment strategy incorporating trusts, including:

  • Assisting you to understand how a trust structure may be useful to you if you are Starting a Business;
  • Providing you with advice about establishing a Trust, including whether it is suitable for your particular circumstances & objectives; the benefits & costs involved and the type of Trust that is appropriate for your situation;
  • Establishing a Trust (including family trusts, discretionary trusts, investment trusts, unit trusts, special disability trusts and hybrid trusts) including preparing a modern Trust Deed, Trustee Minutes and Trust Register and liaising with your accountant to ensure the trust is registered with the Australian Taxation Office (ATO) if necessary;
  • Assisting you to make changes to your existing Trust, including adding or removing trustees and transferring assets to and from the Trust;
  • Assisting you to manage and respond to reviews, investigations, audits or other enforcement activities undertaken by regulators including the ATO and State revenue offices;
  • Ensuring that the assets held in your Trust are addressed in your Estate Planning strategy so that on your death the wealth you have accumulated in your Trust is distributed in the way you intend; and
  • Helping to wind-up your Trust if it is no longer required.

Our approach is to provide clear advice and options so that much of the confusion and complexity can be taken out of the process for you.

Call us on 1300 654 590 to discuss how we can help you effectively manage your business or investment strategy using trusts.

Our Great Lawyer Guarantee

We want to be part of your team over the long term. We'll achieve this by sticking closely to the following principles:

  • We'll listen carefully to understand what you want to achieve. Then we'll thoroughly explain our advice and step you through the documents. You can be sure you'll know the full consequences.
  • Our lawyers work as a team, so someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.
  • One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.
  • We only do what we're good at. You can be confident that we know what we're doing and won't pass on the cost of our learning.
  • For advice and documents, we provide a fixed or capped quote so you don’t take price risk. If you're in a dispute, we'll map out the process and costs so you know what to expect.
  • We're not in this game for our egos. We're in it for a front row seat to witness your success

We measure our success on how efficiently we have facilitated your objectives, enhanced your relationships, and reduced the level of stress for all involved.

If we sound like people you can work with, call us now on 1300 654 590 and speak directly with a great lawyer.

Call 1300 654 590 and speak with a lawyer

You’ll be put straight through to a great lawyer who will guide you to the right solution.

The first actions you need to take if you have been appointed to manage your family’s charitable foundation or a Private Ancillary Fund

The first actions you need to take if you have been appointed to manage your family’s charitable foundation or a Private Ancillary Fund

If you have been newly appointed to manage a Private Ancillary Fund, you may feel overwhelmed or unsure what you need to do first. You do not want to get bogged down in administration when real objective is to make a positive impact on your community. We have put together a simple list of the first actions you need to take to make sure you start on the right foot.

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