A trust provides a valuable way to protect the assets you have accumulated for the benefit of your family and others. Our extensive experience with trusts enables us to offer specialist 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 can assist with:

  • Assistance with the preparation and executing of the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual financial reports 
    • Preparation of income tax returns
    • Advice on acquiring, holding and selling assets.
    • Asset management
    • Investment monitoring
    • Income distribution


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466B Argyle Street, Moss Vale NSW 2577, Australia

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04 0353 9212

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