Are you aiming for more profit from your business but keep missing the targets?  Are you up to your ears in paperwork?  Then get some help from people who understand how to do it with a minimum of fuss.  SHB proven and trusted Business Advisers.
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Are you seeking wealth, or at the very least, long term financial security?  To achieve it you’ll need a plan.  To discuss your current plan or to develop a new one, have a chat with SHB, proven Wealth Advisers.  They’ll be one of your best investments.
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Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:
  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

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1051 Raglan Parade
WARRNAMBOOL
VIC 3280 Australia
T (03) 55 618 618
F: (03) 55 618 600 
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