We cater for all types of Trusts i.e Family Trusts, Discretionary Trusts, Unit Trusts and Hybrid Trusts.

To prepare your taxation return and financial statements ( where applicable) we require the following information;

  • Trust Deeds
  • Income and expenses ( for those running a business refer to further information under Incorporated entity/Company tab)
  • If you have a Family Trust please supply details of all beneficiaries of the Trust
  • Previous year taxation return and financial statements (where applicable) (NEW CLIENTS ONLY)