Save money in taxes by setting up a trust.

A trust is a structure that separates control and legal ownership from beneficiaries. This means while one person/company manages the asset or property, another person will receive the financial benefits (the beneficiary). Hence a trust can be set up to have income pass through it and be distributed to several beneficiaries in the most tax effective manner. This can usually reduce the tax paid on the income received when distributed to several people compared to if the income was to be distributed to one person. In fact child beneficiaries of a trust are entitled to receive a certain amount of income before being taxed.

So do you believe you may benefit from operating under a trust?

If so give us a call to see how we can help you understand the operations of a trust and discuss whether it is the right choice for you.

Or maybe you already have a trust set up but aren’t sure of your legal obligations and/or how the trust effects your personal tax return.

Our experienced advisors at Tick Tax can firstly explain how a trust works, and then assist you in distributing income to the trust beneficiaries in the most tax effective method.

A trust could save you thousands in taxes so don’t hesitate to make the decision and give us a call today.

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"Catherine has been amazing guidance and help for me in my new role as treasurer for our cricket club. Her support in guiding me through moving from MYOB to XERO has been amazing. Just knowing that she is at the end of the phone or email for some reassurance is wonderful. Our club has gone through some amazing changes and in the last season we have brought the club into a more transparent position in all matters financial. We also use Catherine and Tick Tax for our own tax as we have rental properties. Over the years we have always recommended her to many people without a hesitation. As we always feel the extra mile is given. I would highly recommend Catherine and her team for all matters financial weather it be your tax return or guidance in financial matters - she is knowledgeable, up to date and reassuring."

Terry Pearson

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