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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Recent advice directly resulted in a $10k to $15k increase in our bottom line PER MONTH!

We have worked with the Team at CapitalQ for some 12 years now, and they have been an invaluable, irreplaceable partner in our businesses and wealth building. Every year CapitalQ go all out to help minimise our taxes and over the years the total savings are substantial. The strategies put in place will continue to save us tax each year well into the future. They have also made substantial contributions towards increasing our profitability. There are two very specific pieces of advice we have received that each directly resulted in immediate, substantial increases in profitability. The most recent such piece of advice resulted in an instant $10,000 to $15,000 PER MONTH improvement in our bottom line!”

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?

What our customers say

Recent advice directly resulted in a $10k to $15k increase in our bottom line PER MONTH!