Book an appointment with our team today to discuss the most appropriate structure and trust set up for you. We can also help to protect your financial future with a well crafted estate plan. Call our team today on (02) 4926 2300 or email success@leenanetempleton.com.au
A trust is an obligation imposed on a person – a trustee – to hold property or assets (such as business assets) for the benefit of others. These others are known as beneficiaries.
Protection of family assets
Important tax planning role in certain situations
Succession planning – transferring wealth to future generations
Family financial planning
Minimises mismanagement of estates
When beneficiaries are incapacitated, minors or not able to manage the estate.
Trusts need to be properly configured in order to distribute income and manage and minimise tax whilst creating ongoing wealth and asset protection.
Services include:
Trust Set Up
Administration of Trust
Trust Tax Returns
Trust Management
Trust Advice
Estate Planning
Income Distribution Advice
Tax & Asset protection structuring
Insurance
On going financial and business advice
Liability limited by a scheme approved under Professional Standards Legislation.
