Trusts
A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Obligations for trustees can often be onerous. We can assist with:
- Preparing and executing the vital documentation required for trust formation
- Attending to the special requirements involved in reporting for trusts
- Completing the trust administration:
- Minute-keeping service
- Annual accounts
- Taxation
- Asset management
- Investment monitoring
- Income distribution
Is your trust formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfil its purpose!
Protect your Financial Assets
A multitude of risks exist in today's business environment. You need an effective management strategy to improve business performance.
Create Wealth for Retirement
For information on estate planning and forming a well-designed succession plan that facilities a hassle-free continuation of your business.
Improve Profit and Cashflow
Growing your business, especially in difficult times, can be daunting to start, difficult to succeed and demoralising when results are not met.
Contact Us
Office Location: Cnr Edward & Parkfield Sts, Bunbury, WA 6230 Australia
Postal Address: PO Box 290 Bunbury, WA 6231 Australia
Phone: (08) 9721 5522
Email: admin@kgl.com.au
Liability limited by a scheme approved under Professional Standards Legislation.
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