Our Core Family Trust Services

Family Trust Establishment & Deed

We create a solid foundation for your trust, ensuring all requirements are met and drafting a comprehensive Family Trust Deed that reflects your specific goals.

Legal Documents

From trust deeds and constitutions to beneficiary distributions, we ensure you have the right legal framework to support and maintain your family trust.

ATO Registrations (TFN, ABN and GST)

We streamline the process of registering your family trust with the ATO, including TFN, ABN, and GST applications, ensuring everything is in order from the start.

Beneficiaries Tax Return

We manage tax returns for beneficiaries, ensuring all income distributions are reported correctly and in line with Australian tax regulations.

Corporate Trustee Incorporation

We handle the formalities of setting up a corporate trustee, providing a reliable structure for long-term stability and compliant administration.

Family Trust Management Advice

Benefit from personalised guidance on the day-to-day running of your trust, including updates on regulatory changes, best practices, and strategic recommendations.

Family Trust Tax Return & Financial Statements

We prepare accurate, timely Trust Tax Returns and Financial Statements, giving you a transparent view of your trust’s performance while ensuring full compliance.

Tax Planning Advice

Our experts identify opportunities to minimise tax liabilities and maximise long-term benefits, helping you make well-informed decisions that support ongoing financial success.

A family looking relaxed and confident in a comfortable home setting, symbolising the peace of mind achieved through proper trust management.

Ready to Secure Your Family’s Future?

Contact us today to discuss how our Family Trust Services can help you protect and grow your family’s wealth for generations to come.

Why Choose Us.

At AM Consulting & Taxation Services, we understand that establishing and managing a family trust can be a crucial step in safeguarding your family’s future. Our dedicated experts guide you through every aspect—from Family Trust Establishment and Corporate Trustee Incorporation, to Legal Documents, ongoing Management Advice, and ATO Registrations (TFN, ABN, and GST as needed). With our help, you’ll ensure that your trust remains compliant, well-structured, and optimised to protect your family’s financial interests.

Personalised Solutions

We tailor our services to your family’s unique circumstances and financial objectives, ensuring a trust structure that truly serves your long-term needs.

Compliance & Confidence

With a finger on the pulse of current legislation, we keep your family trust compliant and up to date, providing peace of mind every step of the way.

Strategic Guidance

Armed with clear financial statements and expert tax advice, you’ll have the insights you need to manage your trust effectively and confidently.

Need a personalised solution?

Every financial journey is unique. We craft customised strategies to meet your specific needs, whether you’re an individual or a business.

Get a personal consultation.

Contact

admin@amconsulting.au