Comprehensive Fiduciary Solutions

Every service designed to protect and preserve what you've built.

Our services
Family trust service

Discretionary Family Trust Administration

Managing a discretionary family trust requires ongoing attention to trustee obligations, distribution decisions, and compliance requirements. We handle every aspect of trust administration so you can focus on your family and business.

What's Included:

  • Annual trust deed reviews and amendments
  • Trustee resolution preparation and execution
  • Distribution recommendations and documentation
  • Tax return preparation and lodgement
  • Beneficiary communication management
  • ATO compliance monitoring
$2,847 AUD annually

Estate Planning & Succession Strategy

A comprehensive estate plan goes beyond a simple will. We architect strategies that minimize tax exposure, protect assets from claims, and ensure your wishes are honored across generations.

What's Included:

  • Complete asset mapping and valuation analysis
  • Will drafting with testamentary trust provisions
  • Enduring power of attorney documents
  • Advanced healthcare directive preparation
  • Beneficiary nomination review (superannuation)
  • Estate tax minimization strategies
  • Three-year plan review and updates
$4,295 AUD per comprehensive plan
Estate planning service
SMSF service

Self-Managed Super Fund Trusteeship

Take control of your retirement savings with an SMSF while we handle the complex compliance requirements. Our trusteeship services ensure you meet all ATO obligations without the administrative burden.

What's Included:

  • SMSF establishment and registration
  • Trust deed preparation and maintenance
  • Annual financial statement preparation
  • Independent audit coordination
  • Annual return lodgement
  • Investment strategy documentation
  • Member contribution monitoring
  • Pension commencement assistance
$3,675 AUD annually

Corporate Trustee Services

Using a corporate trustee structure provides enhanced asset protection and succession flexibility. We serve as professional trustees for complex business arrangements, unit trusts, and hybrid structures.

What's Included:

  • Corporate trustee entity establishment
  • Director and officer management
  • Professional trustee duties execution
  • Unit trust administration
  • Trust restructuring advice
  • Compliance documentation
  • Annual ASIC lodgements
  • Conflict of interest management
$5,120 AUD annually
Corporate trustee service
Asset protection service

Asset Protection Consultation

Whether you're facing potential litigation, running a high-risk business, or simply want to protect family wealth, our asset protection consultations provide strategic frameworks for safeguarding what matters.

What's Included:

  • Comprehensive risk assessment
  • Current structure vulnerability analysis
  • Protection strategy development
  • Trust structure recommendations
  • Creditor-proofing techniques
  • Family agreement drafting
  • Implementation roadmap
$1,895 AUD per consultation session

Why Choose Professional Trust Administration?

Self-Management Risks

  • Missed compliance deadlines
  • Incorrect distribution decisions
  • Tax penalties and interest
  • Invalid trustee resolutions
  • Beneficiary disputes
  • Audit failures

Professional Management Benefits

  • 100% compliance guarantee
  • Optimized distribution strategies
  • Proactive tax planning
  • Legally sound documentation
  • Neutral third-party mediation
  • Continuous monitoring

Ready to Secure Your Financial Legacy?

Select a service above or contact us to discuss a custom solution for your unique situation.

Schedule a Consultation