Trusts

PeterSheldon HS

At Peter Sheldon Accountancy we appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your particular situation. We work alongside you to solve problems that arise and help you reach your financial goals.

Our Mission is to provide accounting, taxation, management and investment services to individuals, businesses and community organisations in a manner which is efficient, reliable and 'You' focussed, and at all times, built on the foundation stone of integrity.

We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed! For more information on how our expertise can benefit you, contact ushere.

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

Preparing and executing the vital documentation required for trust formation
Attending to the special requirements involved in reporting for trusts
Completing the trust administration:
- Minute-keeping service
- Annual accounts
- Taxation
- Asset management
- Investment monitoring
- Income distribution

This email address is being protected from spambots. You need JavaScript enabled to view it. today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

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We Can Offer You

• Tax Advice • Financial Planning
• Superannuation Strategies
• Business Accounting Services
• Trusts • Advice & Reviews of Rental Properties

Accounting Services

At Peter Sheldon Accountancy we provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We've also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results.....

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Financial Planning

Wherever you are in your life, we can keep you on track to reach your financial and lifestyle goals.
Advice about starting out, spending and saving, paying off debt, accumulating wealth, pre and post retiring ...