Structure your wealth
the right way
Protect assets and gain flexibility with a properly established trust. We handle the deed, registration, administration, and tax compliance—so your structure works the way it should.
Trust Establishment
We prepare your trust deed, appoint trustees and appointors, and register the trust with the ATO—giving you a compliant structure ready to hold assets or run a business from day one.
Trust Administration
Keep your trust running correctly. We maintain records, prepare annual financial statements, and help you document trustee resolutions so the structure holds up under scrutiny.
Tax & Distributions
We prepare the trust tax return and help you make valid, tax-effective distribution decisions before year end—so income flows to beneficiaries the way you intend.
How We Set Up & Run Your Trust
Structure & Strategy
We discuss your goals—asset protection, family income splitting, or holding a business—and recommend the trust type that fits.
Establishment & Registration
We prepare the trust deed, set up the trustee and appointor roles, and register the trust with the ATO for tax purposes.
Ongoing Administration
We maintain the trust's records, prepare resolutions, and keep your structure compliant throughout the year.
Year-End Reporting
We document distributions before 30 June, prepare financial statements, and lodge the trust tax return.
Who It's For
Families & Investors
Protect family wealth and distribute investment income tax-effectively with a discretionary (family) trust tailored to your circumstances.
Business Owners
Run your business through a trust for asset protection and flexibility, with a corporate trustee where appropriate.
Property Investors
Hold property in a trust or unit trust structure, with clear ownership and documented investment arrangements.
Trust Types We Establish
Discretionary (Family) Trusts
Flexible income distribution among a class of beneficiaries—popular for families and asset protection.
Unit Trusts
Fixed entitlements via units—useful where unrelated parties invest together in a venture or property.
Hybrid Trusts
Blend discretionary and fixed features where a more tailored structure is required.
Corporate Trustees
Set up a company to act as trustee for added protection, continuity, and administrative ease.
Why Structure With a Trust?
Asset Protection
A well-structured trust can help separate personal and business assets from operating risk.
Income Flexibility
Discretionary trusts allow income to be distributed among beneficiaries in a tax-effective way.
Succession Planning
Trusts can make passing control and wealth to the next generation simpler and smoother.
Compliance Confidence
We keep your deed, resolutions, and lodgements in order so the structure stands up over time.
Not sure which structure is right?
Talk to our IPA professionals. We'll recommend the trust structure that protects your assets and fits your family or business goals.
Common Questions
Official resources
Authoritative guidance from the relevant Australian government agencies. Always confirm details with the official source.
Still have questions?
Can't find the answer you're looking for? Please chat to our friendly team.