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!

Private Investor & Individual Services

What our customers say

Bringing in Tom and Duncan has been an excellent decision for my business. With their guidance we implemented WorkFlowMax and Xero, both of which have significantly streamlined our processes. Combined with the monthly management support I’ve been able to focus more on our core business and increase efficiency.

I highly recommend Tom, Duncan and the CapitalQ Team to all those seeking a Business Accountant in Perth, WA.

Adam Pratt

Director - Soilwater Group

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