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You are here: Home > Our Services > Trust Administration

Trust Administration

Attention to record-keeping and administration of your trust is essential to ensure the integrity of the trust is maintained.  Trustees’ obligations can be onerous, and increasingly trusts are being challenged in the courts.

We have an extensive trust checklist designed to provide a comprehensive health check on the operation and administration of your trust, from compliance with the trust deed to reporting to beneficiaries and proper record-keeping.

Our trust service provides for ongoing support and supervision of your trust, with regular trustee meetings and ongoing attention to record-keeping and compliance.

Contact us today for the peace of mind of knowing that your trust is being operated and administered as effectively as possible.

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To be recognised as the advisor of choice and be respected by our peers and the business community

Our Mission

To deliver high quality compliance and business advice to our clients on a platform of great customer service.

Our Values

The fundamental paradigms that we believe are to provide great customer service, treat people how we would like to be treated, maintain mutual respect for each other, be honest, do the right thing and act with integrity.