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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A significant medical invention with a potentially large international royalty stream was a great step towards financial independence, but we had no idea of how to manage the finances or tax implications. CapitalQ guided us through the process of setting up a business including utilising Trust structures, resulting in a significant increase in the after tax financial returns from the invention. They now care for our entire family’s tax issues and returns. We could not be happier

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

More about Private Investor & Individual Services

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

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