For many people investing in their own name is not always appropriate and as a result they decide to establish other vehicles for holding their investments.  Discretionary Trusts (or family trusts as they are commonly referred to) are the most common structures that we see.  However, many people also setup companies, partnerships and unit trusts depending on their specific circumstances.

The most common reasons people establish these other structures are:

  • Tax Minimisation
  • Asset Protection
  • Joint ownership of assets with other parties

The Hopkins Group can assist you with your investment structures by providing the following services:

Annual Compliance

We provide a range of  compliance services to investors to assist in meeting your statutory obligations and reducing your time spent on items that you are not familiar with. Whatever structure you are running our experienced accounting team can help.

Our services include:

  • Financial Statement and Income Tax Return Preparation
  • Business Activity Statements (BAS) and Instalment Activity Statements (IAS) Preparation
  • Book-keeping and General Ledger Maintenance
  • Annual ASIC obligations

Could your business benefit from our compliance service offering?  If you would like to book an appointment or speak with one of our experienced accountants, please contact us on 1300 726 082 or click here.

Investment Administration

We provide administration services for investments that are structured or held within an entity; a trust (individual or family), company or partnership. We can attend to everything on your behalf, providing you with the confidence that your financial matters are covered and more time to focus on the things that are most important to you.

Our administration services include:

  • Banking of dividends and investment settlement proceeds
  • Payments on behalf of the client
  • Transferring funds between bank accounts
  • Recording transactions
  • Keeping records of shareholdings
  • Mail box services
  • General Ledger maintenance

For more information on our investor administration services or to arrange a meeting to discuss your circumstances please contact us on 1300 726 082 or click here.

Tax and Structuring Advice

Once your structure is in place it is common to require taxation advice on various transactions or investments that might occur.  We most commonly see clients seeking to understand the tax consequences of:

  • Contributing and withdrawing money from these structures
  • Sale of investments held by these structures
  • Wind-up of these structures
  • Removing parties (eg due to divorce) from these structures
  • Re-structuring into a different structure
  • GST consequences of particular transactions
  • What is the best to use if I’m setting one up

For more information on our tax advice services or to arrange a meeting to discuss your circumstances please contact us on 1300 726 082 or click here.

Accounting Software Setup

If clients want to manage their own general ledgers for accounting purposes then The Hopkins Group recommends Xero accounting software. Our team can assist clients in setting up this cloud accounting software to ensure it is used effectively and efficiently. 

For more information on our accounting services or to arrange a meeting to discuss your circumstances please contact us on 1300 726 082 or click here.

Estate Planning

Your estate is considered to be everything that you hold in your own name and your will is the document which details how you would like this to be left. However, assets which are not held in your own name are not covered by your will.  For example, your superannuation balance or assets held in companies or trusts are not covered by your will.  Therefore, Estate Planning is the process of considering both assets owned and controlled by you to ensure each of these flow in the way that you want. Estate Planning is appropriate for everyone. It is not just for the retired, wealthy or individuals with multiple marriages like many think. You cannot predict how long you will live; illness and accidents can happen to anyone, at any time. If you don’t have a plan in place, the Government does, but you probably won’t be happy with it.

For more information on Estate Planning or to arrange a meeting to discuss your circumstances, please contact us on 1300 726 082 or click here.

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