Trust Services to Protect and Grow Your Wealth

Setting up and managing trusts requires expert guidance. The Metier Group provides tailored trust services to help individuals and businesses safeguard assets, minimise tax, and secure financial futures.

Tailored Trust Solutions for Asset Protection and Wealth Management

Trusts are a powerful tool for protecting assets, managing wealth, and ensuring financial security for future generations. At The Metier Group, we provide expert trust services, helping individuals and businesses establish and manage trusts that align with their long-term financial goals.

Whether you need a family trust, discretionary trust, or unit trust, our team ensures your trust structure is set up correctly, fully compliant with legal requirements, and optimised for tax efficiency. We provide ongoing support to ensure your trust continues to serve its intended purpose.

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How It Works in 5 Simple Steps

1
Audit
2Strategy
3Implement
4Advise
5Optimise

We Assess Your Asset Protection Needs

We review your financial situation, estate planning goals, and tax position to determine the best trust structure for your needs.

We Develop a Custom Trust Plan

We tailor a trust structure that aligns with your financial and legal requirements, ensuring asset protection and tax efficiency.

We Set Up and Register Your Trust

We handle all trust documentation, legal compliance, and ATO registration, ensuring a smooth and secure setup process.

We Provide Ongoing Trust Management

Our team offers continuous guidance on trust administration, beneficiary distributions, and compliance with changing regulations.

We Review and Adjust Your Trust Strategy

We assess the trust’s performance regularly, making adjustments to optimise financial benefits and align with your evolving goals.

1AUDIT
2STRATEGY
3IMPLEMENT
4ADVISE
5OPTIMISE

We Assess Your Asset Protection Needs

We review your financial situation, estate planning goals, and tax position to determine the best trust structure for your needs.

We Develop a Custom Trust Plan

We tailor a trust structure that aligns with your financial and legal requirements, ensuring asset protection and tax efficiency.

We Set Up and Register Your Trust

We handle all trust documentation, legal compliance, and ATO registration, ensuring a smooth and secure setup process.

We Provide Ongoing Trust Management

Our team offers continuous guidance on trust administration, beneficiary distributions, and compliance with changing regulations.

We Review and Adjust Your Trust Strategy

We assess the trust’s performance regularly, making adjustments to optimise financial benefits and align with your evolving goals.

About The Metier Group

Secure and Strategic Trust Management with The Metier Group

At The Metier Group, we are more than just accountants. We help individuals and businesses protect their wealth and secure their financial future through expertly structured trust solutions. Based in Malaga, we specialise in setting up and managing discretionary trusts, family trusts, unit trusts, and testamentary trusts, ensuring compliance and long-term financial security.

With years of experience in trust structuring and management, we tailor solutions to meet your unique financial goals. We take the time to understand your estate planning, asset protection, and tax efficiency needs before implementing a trust structure that aligns with your objectives. Our commitment to compliance and strategic financial planning ensures your trust operates effectively for generations to come.

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FAQs

Frequently Asked Questions About Our Trust Services

What is a trust, and how can it benefit me?

A trust is a legal entity that holds assets for beneficiaries, offering tax efficiency, asset protection, and estate planning benefits. We help set up and manage trusts tailored to your needs.

What are the different types of trusts in Australia?

Common trusts include family trusts, unit trusts, discretionary trusts, and testamentary trusts. We advise on the best structure for your financial goals.

How does a trust help with tax planning?

Trusts allow income to be distributed to beneficiaries in a tax-effective way, potentially reducing overall tax liabilities. We ensure your trust operates within ATO guidelines.

Can I change the terms of my trust once it is established?

Trust modifications depend on the trust deed and legal requirements. Our team reviews and advises on trust amendments to meet your needs.

Do I need a lawyer to set up a trust, or can an accountant do it?

While legal advice is important, accountants play a key role in trust structuring, tax planning, and compliance. We collaborate with legal professionals for seamless trust establishment.

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Reach out to our team for expert accounting and business advice tailored to your needs. Let us help you simplify finances, ensure compliance, and drive growth.