Family Trusts - CapitalQ

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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What our customers say

Logo for Nigel Dennis & David Lunn

Providing the Financial Sounding Board to Grow a National Business

CapitalQ provides important services for our business by assisting us in relation to a wide range of financial and business growth matters on a consistent and ongoing basis. Specific support has included: implementing easy to read monthly financial management reports; identifying significant tax saving strategies (including an annual saving of nearly $30,000 a year on Payroll Tax); recommending and implementing business changing cloud-based software platforms; and streamlining our internal accounting and bookkeeping processes. This support has meant that CapitalQ has effectively become our financial sounding board so we can make informed strategic decisions about our business. This in turn has allowed us as Directors to focus on expanding our business to a national presence (currently three States and growing).
Nigel Dennis & David Lunn Nigel Dennis & David Lunn Nigel Dennis & David Lunn

Nigel Dennis & David Lunn

Co-Founders and Directors of BidWrite (Australia’s Leading Specialist Tendering Consultancy)

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