Trust
A trust is a versatile and strategic legal structure used in Australia for asset protection, tax planning, estate management, and business growth. It involves a trustee, who holds and manages assets on behalf of beneficiaries under the terms set out in a trust deed. The trustee—whether an individual or a company—has a legal duty to act in the best interests of the beneficiaries, ensuring assets are distributed correctly and in compliance with Australian regulations.
Trusts offer significant tax advantages, wealth protection, and succession planning benefits, making them a popular choice for families, investors, and business owners. However, they must be carefully structured to comply with ATO requirements and legal obligations.
Our expert accountants can help you establish and manage your trust to ensure maximum financial benefits and full compliance with Australian laws.
Book a consultation today to explore the right trust structure for your needs!
Types of Trusts in Australia
Discretionary (Family) Trusts
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Most commonly used for families & business owners
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Provides flexibility in distributing income & capital
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Helps with tax planning & wealth management
Unit Trusts
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Suitable for business partnerships & property investments
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Fixed income distribution based on unit ownership​
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Bare Trusts
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Simple structure where beneficiaries have full rights over assets
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Often used for children’s investments or asset holding
Testamentary Trusts
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Set up as part of a Will
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Helps with estate planning & asset protection for beneficiaries
Hybrid Trusts
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Combines features of Discretionary & Unit Trusts
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Used for complex investment structures
Asset Protection
Keep personal assets safe from business risks.
Tax Efficiency​
Keep personal assets safe from business risks.
Estate Planning
Ensure smooth wealth transfer to future generations.
Wealth Growth
Grow investments in a structured & protected way.
​Business Succession
Ideal for family-run businesses or partnerships.
