We offer specialist advice on trusts and asset protection. Our aim is to bring you peace of mind by ensuring your assets are well protected for the benefit of those you love and your personal matters are structured to reflect your wishes.
A trust is a long term structure that may survive your death so you need to know that it will protect you and your assets in the way it’s supposed to. We don’t put together standardised trusts – they don’t work. We tailor each trust to each client. This means you can be confident your trust will deliver what you need it to.
Our team can assist if you:
- have assets or individuals you wish to protect;
- have a business or investment which include a trust, or you think could benefit from one;
- have changing family circumstances, such as starting a family or blending families;
- are buying a house or other asset which you would like to protect from creditors or for family;
- are looking to plan your assets for retirement;
- have family members whose circumstances are changing, such as parents entering retirement villages or children who have new partners; and
- have existing trust that no longer meet your requirements and may need to be restructured or wound up.
What is a trust?
A trust is a legal relationship that is created by someone (the settlor) who gives assets like property, shares, money, etc. to trustees to be held and administered for the benefit of another person, persons, or organisation(s) (the beneficiaries).
A trust is a legal way to hold and protect your assets for the future. A document called the trust deed is the set of rules for the operation of the trust. It sets out who the beneficiaries are, who the trustees are and how the trust will be administered. Trusts can hold assets, invest and borrow money, and operate businesses. They also pay tax.
A trust can benefit many families and individuals, and certainly isn’t only for the wealthy.
Talk to us to learn more about trusts and how they can help you.
Receive our Family Trusts booklet
In this booklet you will learn whether establishing a family trust is appropriate for you and your family, and how to set up and administer your family trust. To receive this booklet, please fill in your full name and email address below.
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