Family Trusts

A family trust can be an effective structure for managing assets, protecting wealth and distributing income among family members in a tax-effective way. However, they come with specific obligations and require careful administration to remain compliant.

YF Accounting assists families and business owners with the setup, ongoing administration and annual tax compliance of discretionary trusts. We help you understand your obligations as trustee and advise on distribution strategies that suit your family's circumstances.

Our family trust services include: trust deed review and setup, trustee obligations advice, annual trust tax returns, distribution resolutions, trust accounts preparation and ongoing compliance and advisory support.