we can assist you in the choice of trust vehicle (discretionary, unit, hybrid, or fixed trust), the establishment of your trust and advice in relation to the ongoing management of your trust, winding up of your trust, or amendments to your trust. We can help you, whether as trustee or beneficiary, to understand your rights, powers and entitlements under the trust deed. Professional advice is also important when transacting with a trust to ensure you are dealing with the right person as trustee and that they, as trustee, are able to be indemnified from trust property if there is a claim made by you against the trustee arising from the transactions you have with the trustee.
From commercial trusts for business ventures to discretionary trusts for estate planning and fixed trusts for asset management, we offer comprehensive guidance to secure your assets and achieve your objectives with confidence. Trust our expertise to navigate the complexities and safeguard your legacy effectively.
Your choice of trust structure will be governed by 3 key drivers: (1) what is the main activity of the trust - active or passive income activities; (2) transfer of control of the trust; (3) tax profile as it applies to the beneficiaries of the trust.
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Experience flexibility in asset distribution, tax planning, and beneficiary protection with our comprehensive assistance in navigating discretionary trusts. Our team is dedicated to simplifying the complexities and tailoring solutions to your specific requirements.
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Achieve your desired outcomes, including income distribution, asset protection, and tax efficiency, with our support in effectively operating and structuring fixed trusts. Count on us to provide solutions aligned with your unique objectives.
Find out moreWhether it is to set up a new trust, to review or amend your trust deed, we are here to assist you through the process.
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