Incorporation & Trusts

Asset protection and tax minimisation are important considerations for all clients. However, sometimes clients must decide between the two. Our team ensures that our clients understand the advantages and disadvantages of establishing a variety of trust structures. Once settled on the type of Trust, we assist our clients with drafting an appropriate Trust Deed and we will also amend the Trust deed at a later date if required.

An important consideration when establishing a Trust is whether to have a corporate or individual trustee. Our emphasis on relationships results in frank discussions regarding the advantages and disadvantages of establishing a corporate trustee.

Trusts can be used as an effective succession planning tool because they are not subject to the Will contesting provisions of Part IV of the Administration and Probate Act 1958.

We also have a deep understanding of and experience in Self-Managed Superfunds (SMSFs) and particularly the field of Limited Recourse Borrowing Arrangements (LRBAs). We are able to prepare all required documents for our clients.

INCORPORATION & TRUSTS TEAM