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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 fulfil its purpose!

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Contact Us

Tamworth Office

82 Brisbane Street
Tamworth, NSW 2340

Phone 02 6766 4716
Fax 02 6766 8155
Send an enquiry

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Coonabarabran Office

27a Little Timor Street
Coonabarabran, NSW 2357
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