Ashfield Taxation Services
Tax accounting and Business Advisory

service@ouraccountant.net.au

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Trusts

Trusts are and inexpensive but valuable way of protecting your assets for the benefit of those closest to you or the beneficiaries you have selected.

We have extensive experience in the area, both directly and indirectly. We can assist you with Trust formation, trustee obligations and making sure you meet all statutory requirements.

We would:

• Assist with the execution of  the documentation involved in Trust formation
• Attend to the special requirements involved in reporting for Trusts
• ensure proper trust administration
  • Minute keeping service
  • Annual accounts
  • Taxation
  • Asset management
  • Investment monitoring
  • Income distribution
• review your deed for its tax effectiveness. Tax distributions are not effective in many old trust deeds.

Contact us  so we may ensure that your trust meets all of its legal obligations, requirements and is formed correctly to meet its purpose.

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