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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:

  • Assisting with the formation of the trust including applying for tax file and Australian business numbers
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Income distribution

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What We Do

In addition to traditional accounting & taxation we offer a wide range of value added services. 

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At Roy & Carswell we aim to provide you advice when you need it, not just when you ask for it. 

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View our handy online tools and resources featuring key dates, tax facts, useful links and calculators.

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Meet The Partners

Michael Roy
Director
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Michael Carswell
Director
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