One of our core strengths is establishing, managing and strategically structuring complex family trusts. With over one hundred years navigating the ever-changing trust environment in Australia and overseas, we establish flexible and robust trusts that deliver maximum benefit to you, your family and your business.
Our clients know that we are on hand at any time to provide expert advice and help solve problems to ensure they are making the most out of their trusts.
Our tax team are highly specialised in delivering expert advice to strategically navigate the taxation of managed investment trusts. We are skilled at navigating the difficult legislation and prescriptive rules that surround trust law, accounting and tax law to achieve the desired tax outcome.
We advise you in the following areas:
- Tax Planning and Advice: Creating, structuring and using particular types of trusts and corporate beneficiaries.
- Managed Investment Trusts – Advising on the establishment, operation and application of the special taxation rules applying to managed investment trusts.
- Trustee Resolutions: Advising on trustee resolutions for discretionary distributions of trust income and capital gains to help lower the tax payable on the distribution and ensure the appropriate beneficiary is taxed on the income or capital gain.
- Deductions for tax losses: Determining whether trusts satisfy the trust loss tests to allow the trust to deduct current year and prior year trust losses, including consideration of the appropriate elections to make.