Discretionary and unit trust establishment, asset protection and structuring advice — built for doctors, lawyers and business owners in professions where litigation risk is real.
Doctors and lawyers work in professions where a single claim can put personal assets at risk. The right trust structure, set up early, changes that.
Separate personal wealth from professional or business risk.
Distribute income across family members within the rules.
Hold practice premises or investments outside your trading entity.
A structure that supports orderly wealth transfer to the next generation.
Trust deed drafting and establishment tailored to family, investment or business purposes.
Guidance on trustee duties, beneficiary distributions and annual resolutions.
Company-as-trustee structures for stronger asset protection and continuity.
Structuring reviews to separate practice or business risk from personal wealth.
Holding structures for practice premises, investment property or business real property.
Annual trust distribution resolutions and tax return lodgement, handled for you.
We structure trusts to hold practice premises and investment assets separately from clinical risk, coordinating with any service trust already in place.
From holding chambers premises to protecting personal wealth from professional indemnity exposure, we structure with your firm's risk profile in mind.
Trust structures that support tax-effective family income distribution and long-term succession planning.
We review your goals, risk and existing structures.
We propose the right trust and trustee setup.
Deed drafted, ABN/TFN registered, trustee formed.
Annual resolutions and tax returns, managed for you.
Professionals in litigious fields often use trusts to separate personal assets from professional risk, and to distribute income tax-effectively across family members. Trusts are a common part of how medical and legal practices are structured in Australia.
A discretionary (family) trust lets the trustee decide how income and capital are distributed among beneficiaries each year, offering flexibility for tax planning. A unit trust divides ownership into fixed units, similar to shares, and is often used when unrelated parties are investing together, such as in a joint property purchase or business venture.
A properly structured trust can help separate business or practice assets from your personal assets, reducing exposure if your practice or business faces a claim. The protection depends heavily on how and when the structure is set up, so it needs to be done well before any risk arises, not after.
Costs depend on the type of trust and complexity of the structure, including trust deed drafting, ABN/TFN registration and any corporate trustee setup. We provide a fixed-fee quote after understanding your situation.
Either is possible, but a corporate trustee (a company acting as trustee) offers stronger asset protection and continuity, particularly for professionals wanting to keep the trust's assets clearly separated from personal liability. We advise on which is right for your situation.
Book a free 30-minute consultation with a senior Chartered Accountant to discuss the right trust structure for you.
Whether you have questions, want a quote, or are ready to get started — we're here for you.
Australia — Serving clients nationwide & internationally
Mon–Fri: 9:00am – 5:30pm AEST
