Protecting Your Assets For Your Future

Important Asset Or Big Responsibility?

Here at OneTeam, we understand that creating and using a trust can be a fantastic advantage, but it can also be incredibly confusing, and quite a headache.  


They are great opportunities for legal and tax benefits, but ensuring that you are following the requirements of a trust can create a lot of stress and drain your time significantly. That’s why we are here to help.

Secure Your Legal Liability

One of the biggest advantages of having a trust is that your assets (investments, properties, and so on) are owned by the trust, rather than by an individual. This protects the asset/s from the vulnerabilities of individual ownership, such as the risk of creditor’s claims and relationship property claims.

Free Your Mind

As a part of your team, your peace of mind is extremely important to us, which is why we pride ourselves on offering advice, guidance, and top notch financial management for trusts. We have a wealth of experience in this area, so we know what needs doing and we get it done! We can’t wait to take this weight off your mind.

We do all of the usual stuff:

Tax Returns

Yes, trusts have to submit tax returns just like everyone else. However, the details and requirements are different to companies and individuals. At OneTeam, we do this all for you, so you don’t have to worry about getting it wrong.

Xero Solutions

We are partnered with Xero to make your life easier! Xero is accessible and efficient accounting software that lets you keep track of your trust’s finances at the touch of a button.

Software Training

Not too sure how to use Xero? Not a problem! We provide quick and easy training on how to use Xero to a level you feel comfortable with no extra cost.

Financial Reports

A trust should produce financial reports regularly in order to show all financial comings and goings, and to keep all beneficiaries updated on the trust’s financials. We create these reports in an efficient and experienced manner, so all you have to do is keep a copy!

But we’ll go beyond the usual:

Choosing The Right Type of Trust

Choosing which type of trust to open is a specific and detail-oriented task. Fortunately for you, we have done this many times, and can show you the ropes to make sure you pick the trust that is right for you.

Organising Trust Minutes

Regular meetings with trustees are essential to keep a trust running smoothly. At OneTeam, we help by keeping track of and archiving these minutes so they are available for administrative purposes.

Trustee Consulting

Being a Trustee is a big responsibility, and making decisions on behalf of the trust can be daunting at the best of times! At OneTeam, we can advise you on how best to act as a Trustee, so you don’t trip up at any avoidable obstacles.

Acting as an Independent Trustee

We can also be brought on as an independent Trustee to help make the right decisions and act in the best interest of the beneficiaries.

Ready to protect your assets and secure your liability?