Trust Reviews

Smart People Plan For Generations –
Others Plan For Saturday Night

Trusts Deeds are living documents and it is important to make sure they are regularly reviewed and updated. Changes in circumstances and legislation can impact existing Trust structures.

Why did you set up your Trust, and does it reflect your current intentions?

To protect your assets from creditors
To preserve value for future generations
To protect your assets from relationship property or family claims
To protect your assets from the Government
To maximise any benefits you may be entitled to
To facilitate the transfer of assets to beneficiaries on your death

Benefits of a Trust Review

GECA provide this service to ensure your Trust reflects your current intentions in the most simplistic structure possible and is in accordance with current statutory requirements. Given changing in legislation and personal circumstances we recommend everyone takes the opportunity to review their Trust to ensure it will deliver their desired outcome, and is being administered correctly.

An independent assessment of your Trust setup
Increased understanding of your Trust
Peace of mind knowing that your Trust is up to date and will deliver your desired outcome (i.e. the Trust is aligned with your intentions)
Clarity for you as to whether or not to accelerate your gifting programme
The most simplistic structure will be proposed to you
Identifies any tax savings opportunities and reduce any potential exposure to Capital Gains tax
Gives certainty that all assets are protected in accordance with statutory requirements
Ensures your Trust is compliant with any legislation changes and statutory requirements
Any potential areas of risk or concern will be highlighted to you
Any financial implications of your arrangements will be addressed with you
Ensures the Trust supports your objective of succession planning for next generation, including protection against potential relationship property claims.
If your Trust enters into a major transaction we can ensure optimal tax structuring and asset protection from the outset
Will avoid the Trust being deemed a sham
We will work with you and your lawyer

About Our Trust Review

Initially we will require a copy of your Trust Deed and associated documents (including Wills) to review. We will then have a meeting with you to discuss what you want your trust to deliver and make recommendations accordingly.

Based on the outcome of the meeting, we will forward instructions to your lawyer for proposed changes, or put forward a more detailed proposal for services if required.

When should I begin using this service?

As soon as possible if you want to ensure your Trust is compliant and will meet your objectives.

Trust Review Offer – 25% Discount!

LEARN MORE

This comprehensive Trust Review is valued at $895 +GST. Call today and receive our
promotional offer of $495 +GST

Trust Review Enquiry

Proven expertise across all areas of your business

What our client say

We worked with Giles to create an Organisational Structure to allow us to step back from the day to day business operations and focus on strategy and governance. This identified the need for a CEO and Giles was able to help with all aspects of the CEO recruitment process. His corporate skills and experience were instrumental in ensuring a successful outcome.

Peter Medforth

/ Fel Group Limited
Giles at GECA Chartered Accountants did a business plan workshop for me earlier this year. It was incredibly helpful and really helped me focus on what I wanted to achieve. Giles helped me see the steps I needed to take to get these goals. I strongly recommend using his services!

Matthew Summer

/ Accent Dental Limited
We were unaware of the GST implications of renting through AirBnB and that this could impact out family home – Giles was able to provide timely advice that meant we avoided this issue which could have proved very costly to us. Thanks, Giles!

Rose Maharaj

AirBnB Operator
Last year we began renting several properties through AirBnB. The GECA team provided helpful advice through out the setup process and we now have one of their PlusOne packages to take care of our accounting and taxation requirements. And they are a fun too – not often you can say that about accountants!

Ian McKay

AirBnB Operator
During my Organisational Review by Giles Ellis at GECA Chartered Accountants we found it was great to understand the need for effective organisational structure to free up my time. I have found our meetings with Giles helpful to get an independent view of the business and re-emphasise the need for systems.

Mike Smith

/ Civilplan Consultants Limited
I recently attended my annual complimentary meeting with Giles at GECA Chartered Accountants and I found it was good to compare what has been achieved from the prior year and this helps to refocus my attention on the bigger picture.

Dave Andrews

/ Ahead Buildings
Giles Ellis and the team at GECA Chartered Accountants helped to crystalise my thinking around short to medium goals, provide clarity around strategy and made me more aware of the Heath & Safety risks.

Chris Rupe

/ S.P.Q.R. Limited
GECA Chartered Accountants helped me understand the need for proper planning, understand the Health and Safety risk and gave me the opportunity to consider what we should be doing, implement corporate discipline.

Margette Campbell

/ Pure Dance Limited