Trust Establishment Services
Setting up a trust is an effective way to protect assets, manage wealth, and optimize tax outcomes. At Ample Finance, we provide expert Trust Establishment Services, ensuring your trust is structured correctly and complies with Australian legal and taxation requirements.
What is a Trust?
A trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries. Trusts can be used for various purposes, including:
✔ Asset protection – Shielding personal and business assets from legal risks.
✔ Tax efficiency – Distributing income among beneficiaries to optimize tax obligations.
✔ Estate planning – Ensuring smooth wealth transfer to future generations.
✔ Business structuring – Providing flexibility for business ownership and succession planning.
Types of Trusts We Help Establish
At Ample Finance, we assist in setting up different types of trusts, including:
✅ Discretionary (Family) Trusts – Commonly used for asset protection and tax planning.
✅ Unit Trusts – Suitable for businesses or investments where ownership is divided into units.
✅ Hybrid Trusts – Combining features of discretionary and unit trusts for flexibility.
✅ Testamentary Trusts – Created through a will to manage an estate for beneficiaries.
How Ample Finance Can Help
Our Trust Establishment Services include:
✅ Trust Structure Advisory – Helping you choose the right trust type for your needs.
✅ Trust Deed Preparation & Registration – Drafting and legally establishing your trust.
✅ Tax & Compliance Guidance – Ensuring your trust meets ATO and legal requirements.
✅ Trustee & Beneficiary Advice – Clarifying roles, responsibilities, and tax obligations.
✅ Ongoing Trust Management Support – Assisting with compliance, reporting, and tax planning.
Set Up Your Trust with Confidence
With over 25 years of experience in taxation and business advisory, Ample Finance ensures your trust is set up correctly to safeguard your assets and achieve your financial goals.
Ample Finance values your client experience. We endeavour to provide personalised and constructive advice and we pride ourselves on our speed and efficiency. Please don’t hesitate to contact us in person at our Melbourne office, through email info@amplefinance.com or book an appointment with our trust establishment specialists at (03) 9988 2911.
