Lance's Personal tax returns and advice job

Personal Tax Returns And Advice - Eltham, VIC

I need an accountant to advise on the requirements of setting up a discretionary trust and the drafting of a trust deed, based on my requirements which include an exit strategy for the business I'm about to commence (company structure already in place) and to sell the business at a later date.
Key considerations for the setting up of the discretionary trust include asset protection, the discretion to distribute business income to nominated beneficiaries each year (this is straight forward as there are only 2 beneficiaries to list), along with minimising capital gains tax when selling the business at a later date to a party outside of the trust. Keeping in mind the future purchaser of the business is likely to want to purchase the business on its own (without the trust), so I need to understand how to set the trust up which (upon sale) will still enable capital gains tax exemptions to apply whilst enabling the trust to be dissolved in a cost effective manner.

Specific Job Details:

Schedule: Need job done in the next couple of weeks

Budget: Not Specified

Site Visit: No site visit required

Schedule: Next Couple Of Weeks
Budget: No set budget
Posted: 05 November 2019
Status: Closed
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