Company and Trust Formation

BUSINESS

Setting up companies have been one of the most effective business strategies for entrepreneurs.

However, whether or not to do so and the subsequent taxation and legal obligations can be a messy and uncertain process. Our services include providing advice on the right corporate structure to incorporate your business, company registrations, lodgement of ASIC documents, amendment of company details maintaining the company secretarial and company taxation.

Over time, you might need to change the structure of your business, or you may be currently in that situation and need professional advice to set you up for success, and protection into the future. This is where we can help.

TRUST

There have been incentives to establish trust structured entities to run family businesses especially for tax planning, asset protection and estate planning.

We provide advices on whether trust structured entities are appropriate for you. Our services also include establishment of trust structured entities, drafting of trust deeds, preparing yearend financial statements and lodgement of trust tax returns.

Our trusts services link closely with our financial advice team. We find the most appropriate structures to ensure you have the highest level of protection and flexibility according to your needs. Ongoing management of trusts can also be complicated, so we ensure we are with you every step of the way to give you the peace of mind to focus on the more important things in your life.

Have you taken our financial wellbeing health check to see which of these services can help you?

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