Overview
Practical accounting support for Australian obligations
Trusts can be useful for asset ownership, family business planning and tax flexibility, but they must be established and administered carefully. We coordinate the accounting and registration steps with a practical compliance focus.
This service is ideal for
- Family businesses considering a trust
- Investors planning asset ownership
- Businesses needing distribution and tax planning flexibility
What we include
- Trust type and accounting considerations
- Coordination of trust deed preparation
- ABN, TFN and GST registration support
- Trust bank account and recordkeeping checklist
Our process
1
Discuss goals and suitable trust type
2
Coordinate deed and trustee details
3
Register tax accounts where required
4
Set up accounting records and compliance dates