Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. 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

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfil its purpose!

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Quick and efficient tax and accounting services always ensuring you get the highest refund possible.  

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At Complete Tax & Financial Services we aim to provide you with advice when your business needs it, not just when you ask for it.

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Meet The Team

Andrew Bailo
Principal
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Aaron Bailo
Accountant
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James Bailo
Accountant
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Kathryn Bailo
Office Manager
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Tom Bailo
Financial Planner
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