Trusts

A trust provides a valuable way of protecting 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
  • 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!

Meet The Team

Ean Brown
Director
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Barbara Collinson
Team Manager
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Andrea Allen
Chartered Accountant
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Flynn O'Meara
Accountant
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Jared Slatter
Chartered Accountant
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Jessie Alison
Chartered Accountant
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Pam Brown
Accountant
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Sally Adams
Chartered Accountant
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Valeria Maw
Chartered Accountant
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Vicki Cozens
Chartered Accountant
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Bonny Rowson
Administration
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Julie Jenkins
Administration
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Sandra Crene
Receptionist
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Renee Marais
Reception
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Sheila Ujdur
Administration
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Meet more of the team

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