Trusts can be used for a variety of purposes – from protecting your personal assets and minimising tax, to distributing profits from a business or investment portfolio. But whatever the purpose of your trust, they all have one thing in common – they need good trust accounting to be effective.

Without the help of an experienced trust accountant, you might find your trust doesn’t offer you all the benefits you expect. And if your trust accounts aren’t compliant with strict laws, your trust might not offer you any benefits at all. That’s why it’s essential that your trust accounts are meticulously managed by an experienced trust accountant.

How to set up a trust

If you’re thinking about setting up a trust, it’s important that you get good advice right from the start. Managing a trust is a big commitment, so we can help you decide if setting up a trust is right for you. We’ll also help you structure your trust correctly, so that you enjoy maximum benefits.

We can offer you expert advice on setting up and administering a range of trusts, including:

  • Family trusts
  • Investment trusts
  • Business trusts
  • Maori trusts

Meticulous trust accounting services

With a qualified Chartered Accountant working on your trust accounts, you can be sure of a thorough service, with no shortcuts. Our trust accounting services will ensure your trust offers you maximum benefits - whether you’re forming a trust for asset protection, tax minimisation, or any other purpose.

We’ll fulfil all the compliance requirements for your trust, and much more besides. Our trust accounting services include:

  • Tax returns for trusts
  • Financial statements for trusts
  • Distribution of profits to beneficiaries
  • Keeping accurate trust records, including minutes of meetings
  • Tax planning and structuring advice for businesses and investors
So if you’re looking for high quality trust accounting services that go beyond compliance, and ensure you enjoy maximum returns, get in touch with us today.

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