Maitland Partners

Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfil its purpose!

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Does your accountant?

Provide year-round business support?
Promptly return your phone calls?
Look and plan to the future?
Use plain english and simple numbers?
Provide reports that you can read?
Give hands-on business advice?
A Maitland Partners accountant does.

Contact Us

14 Elgin Street, Maitland, NSW 2320
PO Box 199, Maitland, NSW 2320
Phone: +2-4933-8050
Fax: +2-4933-8030
Enquire today