-
Cooling Down in Mudgee
Client Login
Office Dates
We will be visiting the following offices in May & June:
| Rylstone | 31st May, 14th June |
| Dunedoo | 30th May, 13th June |
Latest News
2012 Federal Budget
The budget is in for another year. Our summary shows the winners and losers, as well as how it effects you.
Click here for more information
Financial Planning
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 fulfill its purpose!