TRUST & SMSF
Trusts
A trust is a flexible structure used to hold and manage assets for the benefit of individuals or businesses. Trusts are commonly used for asset protection, income distribution, and tax planning purposes.
Common types of trusts include family (discretionary) trusts, unit trusts, and hybrid trusts, each designed to suit different business, investment, and financial planning needs. At ING Financial Services, we assist clients in selecting the appropriate trust structure and provide ongoing accounting and compliance support to help ensure the trust operates effectively and meets its regulatory obligations.
Trust setup & other Services
We provide support with the establishment, administration, and ongoing compliance of trust structures to help ensure they operate effectively and meet regulatory requirements.
Our trust services include:
- Assistance with trust establishment (with partner organisations where required)
- Advice on selecting appropriate trust structures
- Preparation of trust financial statements
- Preparation and lodgement of trust tax returns
- Preparation of distribution minutes and resolutions
- Ongoing compliance support and reporting requirements
- Liaison with the Australian Taxation Office (ATO)
SELF MANAGED SUPER FUND
SMSF SERVICES
A Self-Managed Superannuation Fund (SMSF) is a private super fund that gives you greater control over how your retirement savings are managed. An SMSF can have up to six members, with each member also acting as a trustee and sharing responsibility for managing the fund in accordance with regulatory requirements.
At ING Financial Services, we provide comprehensive SMSF support to assist with the administration and compliance of your fund. Our aim is to help ensure your SMSF meets all regulatory obligations while giving you confidence and peace of mind in managing your retirement savings.
At ING Financial Services, we provide comprehensive SMSF support to assist with the administration and compliance of your fund. Our aim is to help ensure your SMSF meets all regulatory obligations while giving you confidence and peace of mind in managing your retirement savings.
- SMSF establishment services (with our partner organisations)
- Ongoing SMSF administration support
- Preparation of annual financial statements
- Preparation and lodgement of SMSF tax returns
- Coordination of independent SMSF audits (with approved auditors)
- Preparation of member benefit statements
- Support with Account-Based Pension reporting (with partner organisations)
- Liaison with the Australian Taxation Office (ATO)