Trustee Services

Create wealth, Manage wealth, Inherit wealth

Trusts are created for a variety of reasons but are generally designed to provide ongoing financial support for beneficiaries. Trusts also offer tax benefits that can protect the trust’s assets.

Important factors to consider when establishing a trust include choosing the right type of trust to meet your objectives and choosing an appropriate trustee. The trustee’s role is to manage the trust and its assets in the best interest of the beneficiaries. It is an ongoing role with many obligations.

SWA can assist with setting up an appropriate trust structure, and act as a professional trustee, fulfilling all the duties and responsibilities required by the role.

Smart Wealth Advisors can help with:

Compensation trusts
Minor's trusts
Testamentary trusts
Native title trusts
Education trusts
Special disability trusts


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