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    • Home
    • Tax Advice Simplified
      • Returning to Australia
      • Moving overseas
      • UK Expat
      • Business Start Up
      • Business Advice
      • Family Trusts
      • Tax Minimisation
    • Tax Returns Simplified
      • Tax Returns
      • Tax Return Reviews
    • Accounts Simplified
    • Contact Us
    • Client Portal
    • About us
tax simplified
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family trusts

Find out more

Family Trusts are not just for the Rich and Famous

Family trusts are an ideal choice for families with multiple investment assets or for small businesses.


We will assist you in understanding how they work and your obligations so that you can maximise tax savings!

Ideal business structure

Leaving, returning to or coming to Australia

Leaving, returning to or coming to Australia

If you are running a Small Business, having a trust in the structure gives you access to many tax concessions = tax savings!


Having a trust might sound like something too complex and daunting so we will help you understand how they work and provide support every step of the way.

Leaving, returning to or coming to Australia

Leaving, returning to or coming to Australia

Leaving, returning to or coming to Australia

 We assist Australians leaving or returning home or expats moving to Australia with international trusts.


The residency of a trust follows the trustee and if that is you, your trust's residency may follow you to your overseas location or to Australia.


When this happens, the tax savings that you received before the change of location may no longer apply. 


We often find overseas trusts may need to be restructured to ensure negative tax consequences do not arise in Australia. 

the approach we take

1. Find the Facts

1. Find the Facts

1. Find the Facts

Finding the facts about your family

We begin by asking you to summarise your financial situation including your assets and investments, how they are owned and your financial goals.

2. Meet with Us

1. Find the Facts

1. Find the Facts

Meet us

We will set up a Zoom, Teams or Conference call to discuss your individual circumstances and highlight tax opportunities, strategies and risks which may be relevant to you.

3. Advice Summary

1. Find the Facts

3. Advice Summary

Tax Advice and Business Support summary

We will prepare a written summary covering the main issues discussed in your meeting and highlight any additional work that may be needed or actions that may need to be done to put yourself in the best possible tax position.

need assistance with your trust?

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