Are you ready to invest but aren’t sure where to start? If the answer is yes, then having the right tax structure from the outset can pay dividends. At Bluebird Accounting, we analyse your personal situation and recommend the best trust structure for your investment.
Some people think trusts are complicated, confusing and not for your ‘average’ person. But when you’re setting yourself up for financial happiness, it’s always a good idea to review your investment structure options – and not just if you own a business.
Bluebird Accounting can help you determine whether setting up a trust is right for your investment and make recommendations based on your requirements. Australia has a variety of trust options, including discretionary family trusts and testamentary trusts, but there’s no one-size-fits-all approach. Our team will discuss with the tax consequences and potential scenarios to assist you in making an informed choice.
If you have an investment opportunity and aren’t sure what to do, we can help. It never hurts to have a conversation about your future financial happiness with a professional.
Trust services
Structuring your trust: Strategic advice and planning for discretionary family, testamentary, special disability, family lineage, spendthrift, unit and business trusts.
Implementation: Setting up and managing the tax and compliance aspects of your trust.
It's time to take flight
Book in a consultation with one of our experienced team to discover how we can help you achieve financial goals.
