Family Trust Accountant Melbourne

Wilson Pateras specialises in providing accounting services and advice relating to trusts. We can assist with the set up and management of the financial affairs of the trust and ensure compliance with relevant taxation laws and regulations. 

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Accounting Firm of the Year, Australia Wide

Trust Management in Melbourne

Family trusts are a legal structure commonly used for asset protection, estate planning, and tax minimisation purposes. In order to ensure a solid foundation, it is essential to select the most suitable trust structure and familiarise yourself with various taxation strategies. Family trust accounting services play an integral role in this process, giving you expert advice on how to manage your trust effectively.

Our professional guidance can help you understand the advantages and disadvantages of different trust structures and devise a strategy that works best for your particular situation. Our dedicated family trust accountants also offer specialised advice on how to streamline processes or take advantage of other potential tax savings opportunities so you can get maximum benefits from your family trust arrangement.

With our assistance, you can have peace of mind knowing that your family’s finances are organised properly, managed efficiently and positioned for long-term success.

Trust Setup & Advice

Our experienced family trust accountants in Melbourne can advise you on appropriate ways that your trustee can distribute income to beneficiaries in lower tax brackets, as well as advise whether you can cap tax rates with a “bucket company” structure, which can ensure long-term protection of your family’s wealth.

If this strategy is appropriate for your circumstances, Wilson Pateras can assist you in acquiring all the necessary requirements including setting up a Tax File Number (TFN), Australian Business Number (ABN), Family Trust Deed, and Family Trust Deed Stamping for your trust account.

Why Wilson Pateras?

Family trusts can be a highly advantageous resource that can add a level of protection to both your personal and business assets, while simultaneously providing more tax-effective opportunities. At Wilson Pateras, our family trust accountants can advise on the most beneficial structure for you given your individual circumstances. Additionally, our family trust accounting services will provide trustees with the expertise and information essential to manage your assets and meet ATO tax regulations.

Contact Us

At Wilson Pateras, our experienced family trust advisors also specialise in high net worth wealth management, private wealth advice, retirement planning, SMSF management., lending advice and more. For more information, please contact us.

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Family Trust Accountants Near You


Level 1, 678 Victoria Street
Richmond VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888