Family 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:

Arranging preparation, and execution, of the vital documentation required for trust formation
Attending to the special requirements involved in reporting for trusts

Completing the trust administration:

Minute-keeping
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 fulfilling its purpose!

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The Team at CapitalQ are lifestyle creators!

Sure over the past 20 years (Duncan was my advisor even before he started CapitalQ) they have saved me huge amounts of tax and helped me build wealth through property and self-managed superannuation, but the most significant thing they have done for me most recently is take all of my accounting and related record keeping and administration headaches and obligations off my hands. It has allowed my business to become incredibly easy to operate and manage, and has freed up my time to do the things I want to do, most specifically travel as much as I want!

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

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ARE YOU A BUSINESS OWNER WHO WANTS TO PAY LESS TAX?

What our customers say

The Team at CapitalQ are lifestyle creators!