Office Location
Level 1, 200 Lygon St
Carlton Vic 3053
Australia

Postal Address
PO Box 162
Carlton South Vic 3053
Australia

Ph:  03 8888 4000
Fax: 03 8888 4099

Partners:
 Jason Cunningham
 Robert Hadded
 Alan Bliss

 
 

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 fulfil its purpose!

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