Every service designed to address real challenges we've encountered across 1,200+ client engagements.
from $2,450 AUD
Discretionary trusts remain one of the most flexible structures for Australian families and businesses. We establish trusts that protect assets, optimize tax positions, and maintain control across generations.
Annual compliance services available at $985 AUD per year, including trustee resolutions, distribution minutes, and regulatory reporting.
from $3,850 AUD
Estate planning extends far beyond writing a will. We create comprehensive strategies that minimize taxation, protect beneficiaries, and ensure your wishes are executed exactly as intended.
Unlike standard wills, testamentary trusts provide ongoing asset protection and tax benefits for your beneficiaries. Adult children receive inheritance through properly structured trusts that shield assets from creditors, relationship breakdowns, and excessive taxation.
from $4,200 AUD
Business owners need structures that protect personal assets, facilitate succession, and accommodate growth. We design entity arrangements that align legal form with commercial substance.
Corporate trustee arrangements, unit trust holdings, hybrid family-business structures, and multi-entity frameworks for complex operations. Each design reflects your specific commercial objectives and risk profile.
$1,875 AUD per annum
Self-managed super funds offer control and flexibility, but compliance requirements are unforgiving. We handle the administrative burden while you focus on investment decisions.
Works alongside your SMSF accountant to ensure all trust governance requirements are met without duplication of services.
$2,680 AUD
Most people don't know their vulnerabilities until it's too late. Our comprehensive audits identify risks in your current structure and provide actionable recommendations.
Delivered within 3 weeks of engagement. Implementation of recommendations quoted separately based on complexity.
$1,950 AUD
Trusts established before 2010 often contain clauses that create unnecessary risk or limit flexibility. We update deeds to reflect current legislation and best practice.
We review your existing deed, draft a deed of variation or supplemental deed, and prepare all necessary trustee resolutions. The trust continues without interruption or tax consequences.
Schedule a consultation and we'll assess your situation together. Most clients benefit from a combination of services tailored to their specific circumstances.