At Lemonade Beach Accounting, we specialise in helping Australian families safeguard their wealth through expertly managed family trusts. Whether you’re looking to protect assets, minimise tax obligations, or create a seamless intergenerational wealth transfer strategy, our experienced accountants provide tailored solutions to suit your unique financial goals.
A family trust is a powerful financial tool that allows you to manage and distribute assets efficiently. Here’s why setting up a family trust with Lemonade Beach Accounting could be the smartest move for your future:
Lemonade Beach Accounting offers a comprehensive suite of family trust services tailored to Australian businesses and families, including:
As specialists in Australian tax law and wealth management, our team delivers expert advice backed by years of experience. We take a proactive approach, ensuring your trust is structured for success while keeping up with changing legal and tax regulations. Our goal is to help you build a secure financial foundation for your family’s future.
Book a Consultation Today!
Ready to explore the benefits of a family trust? Lemonade Beach Accounting is here to help. Contact us today to schedule a consultation and start securing your financial legacy.
07 3473 1990
Visit our Appointments page or click the links below to book a no-obligation new client enquiry call where we’ll discuss your needs and how we can help you moving forward.
*Free enquiry call is for new client appointments only
Q: How does a family trust work?
A Family Trust is established through a legal document called a Trust Deed. A trustee (individual or corporate) manages the trust’s assets and makes distributions to beneficiaries according to the terms of the trust.
Q: Who can be a trustee?
A trustee can be:
Q: Who can be a beneficiary?
Beneficiaries are defined in the Trust Deed and can include:
Q: What assets can be held in a family trust?
A Family Trust can hold various assets, including:
Q: Are there tax benefits to a Family Trust?
Yes, a Family Trust allows income to be distributed among beneficiaries in a tax-effective manner, potentially reducing overall tax liabilities. However, tax rules are complex, so professional advice is essential.
