Trust accounting & reporting
Accurate accounts, financial reporting and records maintained for every trust.
Trustees · Independent administration
Trustee Administration
Independent trustee services for individuals, families and vulnerable beneficiaries. Every trust is administered to its deed, efficiently, transparently and compassionately.
Professional
Trustee & administrator
7
Trust types administered
30+
Years combined experience
226405
AFSL
Trust types
Trusts we administer.
- Testamentary trusts
- Special Disability Trusts
- Protective trusts
- Family trusts
- Compensation trusts
- Minor beneficiary trusts
- Charitable & philanthropic trusts
- Professional trustee appointments
- Independent trust administration
Every trust is administered according to the trust deed, applicable legislation and the objectives of its beneficiaries.
Administration
What we look after.
Beneficiary distributions
Distributions managed to the trust deed and the objectives of beneficiaries.
Investment administration
Trust investments administered and overseen, with clear records of every holding.
Cash flow management
Banking, budgets and everyday payments scheduled and managed, so obligations are met on time.
Tax reporting coordination
Tax obligations coordinated with your accountant and kept on schedule.
Compliance & record keeping
Processes built to meet Australian regulatory requirements, documented throughout.
Asset protection oversight
Trust assets monitored and protected in the sole interests of beneficiaries.
Specialist support
For vulnerable Australians.
Practical help navigating government systems, while protecting financial wellbeing.
Centrelink administration
Age Pension applications, entitlement reviews, assessments, reporting and ongoing correspondence.
Government benefits
Disability Support Pension, carer payments, seniors cards, concessions and compliance requirements.
Aged care transitions
Residential applications, means testing, RAD and DAP administration, and liaison with providers.
Everyday financial administration
Bills, banking, budgets, insurance renewals and reporting, with family kept informed.
Who we help
Designed for.
- Retirees
- High-net-worth individuals
- Families establishing estate structures
- Parents caring for children with disability
- Beneficiaries requiring ongoing support
- Individuals with diminished capacity, where legally appointed
- Executors & attorneys under an Enduring Power of Attorney
- Individuals entering residential aged care
Our obligation
Beneficiaries first.
We act impartially, according to the trust deed and applicable law, working alongside your solicitor, accountant, medical professionals, support coordinators, guardians and attorneys.
Important Information
Trustee, trust administration and financial services are subject to applicable Australian laws and regulatory requirements. Any financial product advice provided is general advice unless otherwise stated and does not take into account your objectives, financial situation or needs. You should consider obtaining legal, taxation and financial advice appropriate to your personal circumstances before making any decisions. Central Accord Pty Ltd holds Australian Financial Services Licence (AFSL) No. 226405.
Confidential discussion
Speak with our trustee specialists.
Whether you are establishing a trust, appointing an independent trustee or navigating Centrelink and aged care, a confidential conversation is the place to start.