SEMINAR: AUSTRALIANS LIVING IN THE USA – 2026 AUSTRALIAN BUDGET TAX CHANGES & CROSS-BORDER PLANNING. REGISTER NOW…

Trust and Estate Planning

 

Taxation of trusts in the US is a particularly complicated field. This is especially true in relation to international trusts with US beneficiaries or grantors.

Our dedicated team of experts advise trustees, professional fiduciaries and beneficiaries on the formation, amendment, and ongoing management of both US domestic and foreign trusts. By engaging our team you remove your risk of exposure to penalties from non-compliance.

Without proper advice, foreign and domestic estate income taxes can significantly reduce the value of an estate. A well formulated estate or succession plan helps you to minimise your taxes and preserve your wealth for future generations, as intended.

It’s never too early to get the right advice on setting up and planning for the future of your assets and provisions for your loved ones.

 
 

ADDITIONAL SERVICES WE CAN HELP YOU WITH

 
 

TAX PREPARATION


We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.

 

ASSET PROTECTION


You put the hard work into building your personal assets. That’s why an important part of personal tax services is making strategic decisions with asset protection in mind.

 

TAX ADVISORY


As US tax specialists with a global perspective, we will help you navigate the local and international complexities that your financial investments bring.

 

HAVE PEACE OF MIND THAT YOUR TRUST AND ESTATE ARE IN ORDER

Our team is dedicated to understanding your unique needs. Contact us to ensure you receive the tax advice you need to proactively setup, manage, and plan your trust or estate.

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NEWS AND UPDATES

 

AUSTRALIAN EXPAT TAX ALERT: Some Good News


7th Aug 2026
Matthew Marcarian

After hardly 40 days, the Government has now decided to amend its new cost base indexation laws to allow Australian expats (and other non-residents) to have the benefit of the cost base indexation...

 

Investing Through Singapore: Understanding The Corporate, Individual And Family Office Tax Outcomes


30th Jul 2026
Boon Tan

Singapore is widely recognised as a regional headquarters, investment and wealth-management centre Its attraction is not simply its relatively low headline tax rate, and lack of a capital gains tax...

 

Cross-Border Estates: The Biggest Mistakes Families Make When They Own Assets in Multiple Countries


16th Jul 2026
Jurate Gulbinas

Owning assets in more than one country can be a sign of success, mobility, and family opportunity It can also create one of the most complicated estate planning situations a family will ever...

 

AUSTRALIAN EXPAT TAX ALERT: Some Good News


7th Aug 2026
Matthew Marcarian

After hardly 40 days, the Government has now decided to amend its new cost base indexation laws to allow Australian expats (and other non-residents)...

 

Investing Through Singapore: Understanding The Corporate, Individual And Family Office Tax Outcomes


30th Jul 2026
Boon Tan

Singapore is widely recognised as a regional headquarters, investment and wealth-management centre Its attraction is not simply its relatively low...

 

Cross-Border Estates: The Biggest Mistakes Families Make When They Own Assets in Multiple Countries


16th Jul 2026
Jurate Gulbinas

Owning assets in more than one country can be a sign of success, mobility, and family opportunity It can also create one of the most complicated...