Trust Setup
Secure, Flexible & Tax-Effective Wealth Management
A Trust is one of the most powerful structures for asset protection, tax minimization, and wealth distribution. Whether you're a business owner, property investor, or looking to protect your family's financial future, setting up a trust can provide significant advantages.
At Sydney Tax & Accountancy Services, we specialize in setting up trusts correctly and efficiently, ensuring compliance with Australian tax laws while maximizing your financial benefits.
Why Set Up a Trust?
✅ Asset Protection – Safeguard your wealth from legal liabilities and creditors.
✅ Tax Efficiency – Distribute income to beneficiaries in a tax-effective way.
✅ Business & Investment Growth – Ideal for family businesses, property investments, and wealth management.
✅ Estate Planning – Ensure smooth succession planning for future generations.
✅ Legal Flexibility – Control how assets and income are managed and distributed.
Types of Trusts We Set Up
We help you choose the right trust structure based on your goals:
🔹 Discretionary (Family) Trust -The most common type of trust, perfect for families and businesses looking to distribute income tax-efficiently and protect assets.
🔹 Unit Trust - Best for investment groups or business partnerships where income and assets are divided into fixed units for beneficiaries.
🔹 Hybrid Trust - Combines elements of discretionary and unit trusts, offering both flexibility and structured ownership for investments.
🔹 Testamentary Trust - A trust established through a will to protect family wealth and minimize tax liabilities for future generations.
🔹 Bare Trust (SMSF Property Trust) - Often used for Self-Managed Super Funds (SMSFs) to hold property investments while complying with ATO regulations.
Our Trust Setup Services
✔️ Trust Deed Preparation & Customization – We create a legally sound trust deed tailored to your needs.
✔️ Australian Business Number (ABN) & Tax File Number (TFN) Registration – Ensuring full compliance.
✔️ GST & PAYG Registration – If your trust is running a business.
✔️ ATO Compliance & Structuring Advice – Setting up your trust correctly for long-term tax efficiency.
✔️ Ongoing Accounting & Tax Support – We help you manage trust tax returns and compliance obligations.
Who Should Consider a Trust?
A trust is ideal for:
🔹 Families wanting tax-effective wealth distribution
🔹 Business owners needing asset protection
🔹 Property investors looking to minimize tax on rental income
🔹 Entrepreneurs seeking flexibility in income allocation
🔹 Individuals planning intergenerational wealth transfers
Why Choose Sydney Tax & Accountancy Services?
🏆 Expert Advice – We structure your trust for maximum tax savings and asset protection.
🚀 Fast & Hassle-Free Setup – We handle the paperwork so you can focus on your investments.
📊 Ongoing Support – Beyond setup, we assist with tax planning, compliance, and trust management.
🔍 ATO & ASIC Compliance – We ensure your trust operates legally and efficiently.
✅ Speak with Live Person – Ensure if the structure is correct for your circumstances and remove guesswork of online services.
Get Your Trust Setup Today!
Protect your wealth and secure your financial future with a strategically structured trust. Let our experts handle the setup for you.
📞 Call us now at 0272280466
📍 Visit us at: Suite 101, Level 1, 276 Pitt Street, Sydney NSW 2000
Call 02 7228 0466
Call 0468 34 34 34
Email: [email protected]
