Australian families and businesses trust us with what matters most. Since 2012, we've protected over $2.4 billion in assets through intelligent structuring and strategic planning.
Explore Our Approach
Most advisors hand you paperwork and disappear. We stay with you through market shifts, family changes, and legislative updates. Our clients don't just survive transitions—they thrive through them.
Every trust structure we design adapts to your life, not the other way around. Whether you're safeguarding a family business, planning succession, or protecting investment portfolios, we build frameworks that flex with reality.
See How We WorkEach service addresses specific challenges we've encountered across 14 years of practice.
from $2,450 AUD
Flexible trust structures that protect family assets while maintaining control. We handle establishment, compliance, and ongoing administration.
from $3,850 AUD
Complete succession strategies that minimize tax burden and family conflict. Your legacy deserves more than a standard will.
from $4,200 AUD
Strategic entity design for businesses seeking growth, protection, or transition. We align legal structure with commercial reality.
"After our previous advisor retired, we dreaded starting over. AurenzaTrustPro reviewed everything in two weeks and found three opportunities our old setup had missed. That attention saved us $47,000 in the first year alone." — Margaret T., Sydney
$1,875 AUD per annum
Self-managed super fund trustees need bulletproof compliance. We provide it without the usual bureaucracy.
$2,680 AUD
Comprehensive review of your current holdings and structures. Identify vulnerabilities before they become problems.
$1,950 AUD
Older trusts often contain outdated clauses that create risk. We update deeds to align with current legislation and best practice.
Every trust deed and structure is drafted specifically for your situation. We've never used the same document twice.
When legislation changes, you hear from us first. Our clients receive quarterly briefings on regulatory shifts that affect their arrangements.
We plan for grandchildren who haven't been born yet. True wealth protection means thinking in decades, not tax years.
Fixed fees quoted upfront. No surprise invoices, no hourly rate creep, no nickel-and-diming for phone calls.
When a third-generation manufacturing company faced succession challenges, their existing structure created a tax nightmare. Three siblings needed fair outcomes, but traditional division would have triggered capital gains exceeding $800,000.
We designed a hybrid trust arrangement that preserved operational control while providing equitable benefit distribution. The restructure cost $12,400. The tax savings in year one alone: $647,000.
The real win? All three siblings still speak to each other.
Schedule a confidential consultation to discuss your specific situation. We'll review your current arrangements and identify opportunities most advisors miss.
Most discretionary trusts are operational within 3-4 weeks from initial consultation. Complex estate planning can take 6-8 weeks depending on the number of assets and beneficiaries involved.
Absolutely. We collaborate regularly with your existing advisors to ensure all aspects of your financial and legal affairs align properly. Many of our clients are referred by accountants who want specialist trust expertise.
Annual compliance includes trustee resolutions, distribution minutes, tax file maintenance, and ATO reporting. We also provide quarterly legislative updates and proactive recommendations when changes affect your structure.
Yes. We regularly conduct trust deed reviews and identify issues like outdated clauses, non-compliant distributions, or structural weaknesses. Many problems can be remedied through deed variations or resettlement strategies.
Most clients come to us confused by contradictory advice from multiple sources. Our initial consultations cut through the noise and provide clear direction.
No obligation. No pressure. Just honest assessment of whether we're the right fit for your situation.
Average response time: 4 hours