Advisory-led guidance on whether a discretionary family trust suits your situation, with structuring and establishment managed correctly as part of that advice.
A family discretionary trust is one of the most powerful structures for managing wealth, protecting assets and minimising tax in Australia. When set up correctly, a trust allows you to distribute income to family members in lower tax brackets and protect assets from business and personal risk. We handle the full trust establishment process.
All fees discussed upfront. Tax agent fees are deductible the following year.