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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I am very happy to be able to write this testimonial for Duncan Melbin, Abhishek Puri and the Team at CapitalQ Chartered Accountants. When the opportunity arose for me to step up and become a Director of Office Solutions IT, and to take an ownership interest, Duncan and Abhi were the ones I turned to for advice regarding my obligations, my ownership structure, tax minimisation and management of my business interests moving forward. They have also assisted me with my property investing and development activities. They always return my calls promptly, are always available when I need to see them and their straight forward advice is always spot on.

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

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