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Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of 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:

  • Preparing and executing 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 accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

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Taxation Services

Only pay your fair share. Don't pay more tax than you have to.

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Self Managed Superannuation

You can take control of your super, and use it to buy property.

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Company Establishment

We can create a company for you for as little as $1100.

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Meet The Team

Luke Witten
Principal
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Melinda Witten
Strategic Consultant
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Ellie Catterson
Senior Accountant
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Jade Crowther
Intermediate Accountant
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Emily Alexander
Receptionist
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