A trust is a valuable structure for protecting assets and distributing them to beneficiaries. At Key Accountants, we provide reliable advice and services for trust formation, compliance, and ongoing administration.
Our experienced team ensures that your trust is set up correctly, meets all legal requirements, and operates smoothly over time. We support individuals, families, and businesses with practical solutions tailored to their goals.
Our Trust Services Include:
- Preparation and execution of all documents required for trust formation
- Assistance with trustee obligations and compliance requirements
- Guidance on tax-effective structuring and record keeping
- Trust reporting and annual requirements
- Minute-keeping and administrative support
Trustees face complex responsibilities, and missing key steps can lead to compliance issues. We simplify the process and offer peace of mind through accurate reporting and ongoing support.
Want to ensure your trust aligns with your estate planning strategy? We can help you build a coordinated approach that protects your legacy.
For an overview of different trust types and responsibilities, visit the ATO guide to trusts.
Contact us to speak with a specialist about trust formation and how we can support your trust or partnership setup.
