Trust Structures - Specialist Accounting Services in the Hunter Valley

Protecting your wealth, planning for the future – from the leading Australian Small Business Accounting Firm & Women’s Regional Professional in 2023 & Australian Regional/Suburban Accounting Firm in 2024

At Palfreyman Chartered Accountants, we specialise in providing expert advice and practical support for establishing and managing trusts for individuals, families and businesses on our doorstep in the Hunter Valley and NSW, as well as Australia wide.

Whether you are looking to protect your assets, plan for the next generation or minimise tax legally and effectively, our experienced Chartered Accountants are here to help.

Why Choose a Trust?

Trusts are one of the most flexible and powerful tools for wealth protection, business structuring and succession planning. When set up and managed correctly, a trust can help you:

Asset Protection

Protect assets from business risks, litigation, or unexpected life events

Control

Maintain control over how, and when, income or capital is distributed

Income Distribution

Distribute income tax-effectively across family members or beneficiaries

Estate Planning

Trusts support estate planning and ensure your wishes are carried out

Succession Planning

Plan for future generations with effective succession strategies

Our Services

We are Chartered Accountants with deep experience and interest in trust management. Some of the ways we help our clients include:

Strategic Advice
Providing you advice on whether a trust is suitable for your goals. If not, we will work with you to define the best structure.
Click Here
Trust Set Up
We will set up and strategically structure your new trust.
Click Here
Review and Restructure
We review existing trusts according to current laws, as well as efficiency, to ensure your arrangement is the most beneficial to your circumstances.
Click Here
Ongoing Compliance
We manage all your trust tax returns, beneficiary distributions and ATO reporting requirements.
Click Here
Succession and Estate Planning
Ensuring your trust is structured for future needs and planning.
Click Here
Legal Advisory
As required, we liaise with legal advisors to ensure your trust needs are appropriate and up to date.
Click Here
Previous slide
Next slide

Types of Trusts We Advise On

We help clients understand and structure the type of trust to meet their goals:

Discretionary (Family) Trusts

Ideal for families in business or investment situations, offering flexibility in income distribution

Unit Trusts

Suitable for unrelated parties or business partnerships

Hybrid Trusts

Combining elements of discretionary and unit trusts

Testamentary Trusts

Created through a will to manage inheritance tax-effectively and securely

Trusts for Primary Producers

Tailored structures to manage family farms and agricultural businesses across generations

Who We Work With

We regularly assist:

Small business owners

Primary producers & vineyard operators

Family-run enterprises

Property investors

Professionals in the health, legal and trade sectors

Individuals planning for intergenerational wealth transfer

Local Knowledge. Trusts Expertise.

Based in the heart of the Hunter Valley, we understand the specific challenges and opportunities that come with running a business or managing assets in a regional area. Our advice is always practical, tailored and grounded in deep knowledge of tax law, trust legislation and the unique needs of rural and regional families.

Local Experts

We understand the needs of Hunter Valley businesses and families.

Trust Specialists

Deep experience in trust set up, strategy and compliance.

Full-Service Support

From set up to tax and succession planning

Personalised Advice

Tailored, jargon-free guidance you can rely on

Before launching our small business we turned to Simone, who advised us and structured the whole framework of the operation. She has provided a wealth of information and guidance and worked very hard to keep us on track. We could not have managed without the support of Simone and her team.
Noel HarrisonDirector, OOSHcare Pty Ltd
"When I first started in private practice, I didn’t even know what information I needed to include in an invoice! Over the last 7 years Simone has provided me with support and information from basic bookkeeping, car finance options and superannuation. She has always been available to answer all my questions no matter how simple or complex. Simone and her team have helped take the stress out of running my own business."
Sharon CreeveyReach Forward Trust (Occupational Therapist)
"They are award winners for a reason, and we would invite any health care provider or business to use Palfreyman to take their business to the next level."
Matthew Garrett
Matthew GarrettGlow Group Health Pty Ltd / Glow Group Trust
Previous
Next

Ready to Explore a Trust Structure?

If you are considering setting up a trust or want to review your current structure, we are here to help you get it right. Fill out the form below to request an appointment with one of our accountants or advisors. our team and take the first step towards protecting what matters most.