Trusts

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 fulfill its purpose!

Complimentary Obligation
Free Consultation

Contact Us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or Statement of Advice, but will help you decide whether the services we offer are right for your needs.

Places offered now – book a free introduction to discover what financial planning can do for you today.

Testimonials

20 years and $35 million later…
"Julian has helped us steer our course from an annual turnover of $200,000 in 1981 to over $35 million in 1997/98."
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Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams.
...decisions made simple!

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