Family trusts

So you've built some wealth? Now you need to protect and defend it. Often the best way to hold, protect and manage your investments is in a trust, since it's a separate legal entity. Trusts protect your assets and legacy. They can also facilitate the intergenerational transfer of wealth. Family trusts provide the ideal structure to hold growth assets like propety or your share portfolio.

Your Trust will become part of your Estate planning. As such we can prepare and present all documents in a custom heirloom folder should you desire.

Formation & advice

We can advise if a trust structure is right for you and assist with:

  • Setting up a trust and documentation.
  • Preparation or update of wills and letter of instruction.
  • Setup of a managed investment account for your trust.
  • Review of your existing trust and investment performance.

Administration

We can also manage the administration of your trust:

  • Minutes and resolutions.
  • Financial accounts and tax planning.
  • Annual service, ensuring everything is in order.

TrustPlan & TrustReview

TrustPlan:

  • The most affordable way to setup and manage an effective family trust to secure and protect your future.
  • It includes everything you need to commence and operate an effective trust.
  • Add wills and letter of instruction if needed.
  • Starts from just $95 per month (setup phase) and $35 per month (maintenance and records).

TrustReview:

  • A custom review of your existing trust.
  • Does your trust offer the protection you require?
  • Is your trust effective and efficient from a management point of view?
  • Is your trust investment portfolio delivering an optimum return for beneficiaries?

*Trust investment services may be subject to eligibility criteria.

Book a free trust consultation today

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