Protecting what you’ve built, for who matters most.
Your family trust accountants since 1962.
We work with families to manage trusts, structure wealth, and plan for the next generation. It’s personal work, and we treat it that way.
Family wealth is complicated, and that is exactly why you need family trust accountants who truly know your situation.
There are assets to protect, relationships to consider, tax implications to manage, and often multiple generations involved. Getting it right takes more than a standard accountant. It takes someone who takes the time to understand your family’s situation.
At Candy Gillespie, our family trust accountants have been working with family enterprises, trusts, and multi-generational structures for decades. We understand the legal and financial side, but we also understand the human side. These conversations can be sensitive, and we approach them with care.
Whether you have an existing trust that needs managing, you’re thinking about setting one up, or you’re planning how to transfer assets to the next generation, we’re the people to talk to.
What We Help With
Family trust setup and ongoing compliance
Trust accounts and tax returns
Family investment structures
Estate planning and asset protection
Succession planning for family businesses and farms
Intergenerational wealth transfer
Multi-entity structures for family groups
Tax planning and minimisation for trusts and estates
Working with your solicitor and other advisors to get the full picture right
The Personal Side
FAQs
Do I need a family trust?
Not everyone does - but they can be very useful for asset protection, tax planning, and making sure your estate passes to the right people in the right way. The answer depends on your situation, your assets, and your goals. We can walk you through whether it makes sense for you in a free initial chat.
How much does it cost to set up a trust?
There are accounting and legal costs involved, and the total depends on the complexity of your situation. What we can tell you is that the cost of setting one up properly is usually far less than the cost of fixing one that’s been set up badly, or not having one at all when you need it. We’ll give you a clear picture of costs upfront.
We already have a trust - can you take it over?
Yes, this is a common situation. Many families come to us when they’ve outgrown their current accountant or when their trustee situation has changed. We’ll review what you have in place, make sure everything is compliant and up to date, and take it from there.
Have another question?
These conversations are best had early.
Come in for a free initial chat and let’s talk through your situation.
