Trust Setup & Accounting
Set up and manage your Trust with expert guidance and accurate accounting every step of the way.
Overview
We help you set up and manage your Trust with expert guidance and accurate accounting every step of the way.
Discretionary (family) trusts, unit trusts and hybrid structures each carry different tax and asset-protection outcomes. We help you choose the right one, establish it correctly, and keep the annual compliance — including trustee resolutions before 30 June — on track.
Key benefits
- Trust deed establishment and stamping guidance
- Corporate trustee setup where appropriate
- Annual trust financial statements and tax returns
- Trustee distribution resolutions prepared before 30 June
- Asset protection and income distribution planning
- Ongoing structure reviews as your family or business changes
How we deliver it
Structure advice
We map your assets, family and business risk to the right trust type.
Establishment
Deed, trustee, registrations and bank accounts organised for you.
Annual cycle
Accounts, distributions and resolutions handled to the calendar.
Review
Regular structure reviews so the trust keeps serving its purpose.
Frequently asked questions
Book your FREE 30 Minute Consultation
Request a 30-minute free one-on-one Zoom session for tailored Tax & Accounting advice to suit your situation. Our CountRight Accountants and Tax advisors look forward to learning more about your business's needs and goals.