Practice Areas

We provide a comprehensive range of specialised and targeted accounting services and advice to our professional clients.

Trusts

 


At Borg & Salce Accountants we have many years experience in advising which type of trust best suits your needs, assisting with set up and ongoing maintenance to ensure your best financial potential, along with peace of mind for the future of your family.

Trusts and companies have two different accounting and reporting requirements. The main reason for a trust to keep accounting records is for taxation purposes. We record how funds are distributed and to whom for income tax purposes.

Our SMSF service also assists trustees to:

Contribute money into the fund, including assistance with rollovers and other contributions.

Receiving benefits from the fund, including assistance with establishing pensions or making lump sum withdrawals.

Deal with investments within the fund and provide access to products when applicable.

Deal with major events such as death or removal of a member and/or trustee.

Please contact us for further information regarding our trust services, or to book a consultation.

Back to Practice Areas