Family Trust & Assets

Ensure assets are appropriately protected

At Balanced Financial Services we explain to you about trusts and asset protection strategies to elminate your risk.
A trust is a common, useful tool for protecting business or family assets, managing income and planning for a smart financial future. A properly configured trust will help you to distribute your income, manage and minimise taxes and create structures to maximise long-term wealth and asset protection.

Our tax specialists help you determine which type of trust is right for your business and personal future, then help you make the most of it to save taxes and protect your assets.

  • Trust tax returns
  • Explain what type of Trust / Trust Setup is best
  • Manage your existing trust
  • Arrange structures for long-term financial planning and asset protection