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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:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • 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 guaranteed to fulfill its purpose!

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Contact Us

Feel free to get in touch with our professional team of accountants today. Just complete the enquiry form or call our office. We will handle your request promptly.

Canterbury Wealth Management
Suite 2, 310-314 Whitehorse Road
Balwyn VIC 3103 - Find us on the map
(Ample parking available at rear of the building)

Tel: 03 9888 6424
Fax: 03 9923 6576
Email: info@canterburywealth.com.au
Send an enquiry