Trusts
Refined Wealth Accounting is a boutique, full service Chartered Accounting firm
Don’t get caught out. Get a trust
Trusts
Many people leave themselves exposed in business because they fear the complexities of Trusts and Estates. Refined Wealth will alleviate many of the misconceptions about protective structures and can advise on a range of trusts.
What’s The Right Choice In Trust For You
Discretionary Trusts (Family Trusts)
Where the trustee decides, which beneficiaries should receive income or capital distribution from the trust and to what extent.
Unit Trusts
Nominate beneficiaries who would like to hold units in a trust to receive a set proportion of the income or capital distribution from the trust, much like a company.
Hybrid & Property Trusts
Protect your assets while providing access to many effective wealth acceleration and estate planning strategies.
Testamentary Trust
As part of your Will, a testamentary trust can assist in safeguarding all or a portion of your estate.
Fill out the form below, we will get back you soon.
REQUEST A CALL BACK FOR A TOTALLY FREE CONSULTATION
