Due to the COVID-19 restrictions in Victoria access to our office is currently limited, however we are continuing to operate.

Best way to get in touch at present is via telephone on (03) 9399 7288 or email (either to your accountant directly or to )




  • Banner
  • Banner


A trust provides a valuable way to protect the assets you have accumulated for the benefit of others, and can also be used as an investment vehicle or to carry on a business in a tax-effective way. Our extensive experience with the various forms of trusts enables us to offer specialist advice on trust formation and ensures all statutory and taxation requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

  • Arranging preparation and executing the documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the ongoing trust administrative compliance:
    • Annual financial accounts
    • Taxation returns
    • Preparation of income distribution minutes

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and ensuring that it fulfills its purpose!

Back to Services