T & E Accounting

Testamentary Trust Consultation

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Thank you for the time you're investing with us.

To get you started on the right track, we would like to provide you with a Testamentary Trust Consultation.

The initial Testamentary Trust Consultation is a Free Service that allows us to get a better understanding of your situation and your personal needs.

We will share with you our knowledge and experience and provide you with a clear understanding of a Testamentary Trust and how it can be best utilised to meet the needs of you and your family.

During the call we can cover:

  • What is a Testamentary Trust?
  • What key tax matters need to be addressed on establishment of a Testamentary Trust?
  • What are the key benefits of a resident Testamentary Trust?
  • What’s the catch or limitations of a Testamentary Trust?
  • What is the role and responsibilities of a Trustee for a Testamentary Trust?
  • We will review your requirements and detail the steps involved to move forward, if you believe that a Testamentary Trust and T&E Accounting will be suitable to meet the future needs of you and your family.

In preparation for our call, can you please provide your answers to the following questions:

  1. How familiar are you with your responsibilities as a Trustee?
    1. First time as a Trustee no understanding
    2. I have a basic understanding
    3. I am familiar with the concept and some of the details
    4. . I am very familiar with the role and responsibilities a Trustee
  2. Which of the following best describes the Testamentary Trust?
    1. Not yet established, option in a will
    2. Newly established trust in first year
    3. Existing established trust with outstanding compliance
    4. Unsure
  3. What level of support do you require from T&E Accounting?
    1. Knowledge and education so you can make an informed decision
    2. Detailed understanding of outstanding tax matters for the Testamentary Trust
    3. Accounting and taxation compliance for the ongoing management of the Testamentary Trust
    4. All of the above
  4. Do you have any other specific questions that you would like to address?

*Please ensure to include your answers to the above questions as a part of your booking notes.

Thank you once again for the time you are investing with us, we look forward to talking with you soon.

Bye for now,
Melanie Costin
Director – T&E Accounting Pty Ltd

It would be our pleasure to assist you further...