Trust Establishment Perth

Our award-winning experts provide trust establishment services in Perth to help you set up a trust structure with clear documentation, practical guidance and confidence from the start. We assist with trust deed documentation, trustee minutes, TFN and ABN registrations, GST registration where required, trust records and related compliance documentation. Book a free strategy session today.

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Australian Accounting Awards 2019 winner – Business Advisory
Australian Accounting Awards 2024 finalist – Business Advisory
Australian Accounting Awards 2023 finalist – Boutique Firm of the Year
Australian Accounting Awards 2023 finalist – Partner of the Year
Mace Turco discussing trust establishment during a strategy meeting

Why Choose Our Trust Establishment Experts?

  • Award-Winning Expertise: Recognised by the Australian Accounting Awards and Accountants Daily 30 Under 30, our firm brings proven accounting, advisory and compliance experience to every trust establishment engagement.
  • Direct Access to Senior Advisors: You work directly with experienced accountants and advisors who understand trust structures, tax registrations, trustee documentation and ongoing compliance requirements.
  • Simple, Transparent Pricing: Our trust establishment service starts from $1,200 one-off. You receive clear inclusions, practical guidance and no unnecessary confusion.
  • No Long-Term Contracts Required: Unless otherwise desired, our trust establishment services are a one-off, allowing you to use us only when you need us.
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Our Trust Establishment Services

Practical trust establishment, registrations and compliance documentation tailored to your business, asset or investment structure.

Trust Establishment

TFN, ABN & GST Registrations

Preparation and lodgement of Tax File Number and Australian Business Number registration forms with the ATO, plus GST registration where required for your trust structure.

Trust Establishment

Trustee & Beneficiary Documentation

Preparation of key trustee and beneficiary documentation to help ensure roles, records and responsibilities are clearly documented from the start.

Trust Establishment

Resolutions & Minutes

Preparation of resolutions and trustee minutes to record key decisions and support proper governance for your trust structure.

Trust Establishment

Registers

Setup of key trust records and registers where relevant, helping document the parties, ownership interests and supporting details connected to your structure.

Trust Establishment

Ownership Documentation

Preparation of ownership records and supporting documentation where required, including records relevant to units, interests or changes connected to your trust structure.

Trust Establishment

Trust Deed & Trustee Minutes

Preparation of trust deed documentation and trustee minutes to help establish your trust with clear rules, responsibilities and supporting records.

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How Much Do Trust Establishment Services Cost?

Our trust establishment service starts from $1,200 one-off. This gives you a clear setup cost for the core documents, lodgements and registrations needed to establish and support your trust structure.

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Trust Establishment

FROM
$1,200
Lodgement of Form 201
Certificate of Registration
Company Constitution
Application to Register TFN & ABN
Register of GST
Consent to Act
Consent to become a Member
Resolution of Directors (Minutes)
Register of Members
Application of Shares
Share Certificate
Register of Shareholders
Transfer Journal
Register of Option Holders
Register of Charges Granted
Register of Debentures Holders
Trust Deed
Trustee Minutes

Our Google Reviews

Excellent4.8 Based on 17 reviews fromDiscovery AlertDiscovery Alert ★★★★★ Ammar AtiAmmar Ati ★★★★★ Derek McShaneDerek McShane ★★★★★ Excellent service in a timely manner & for a fair price! They look after all of our accounting needs from payroll to government requirements and everything inbetween. Could not be happier with the level of service we receive.James LeemingJames Leeming ★★★★★ M2 corporate have been great since coming across a couple of years ago. Whilst my business is only small they still have plenty of time for my needs and support is always available. I feel they always have my best interests at heart and will be there as my business potentially grows in the future.kylie falconerkylie falconer ★★★★★ Mace and Lin are constantly searching for new ways to support my business. Their help is always efficient and friendly. So grateful to have them as part of my success team.Lifeskills AustraliaLifeskills Australia ★★★★★ Great, we love M2, they are really helpful, highly professional, they genuinely care about my business, they want me to be successful, if I'm successful then they are too.Joel FienbergJoel Fienberg ★★★★★ We have used M2 Corporate from the get go with our small business which was established in 2012. We have received the most amazing support from Mace, Mario and all there staff and nothing but the upmost professionalism across the board. There knowledge in all aspects of not only accounting but business has saved us so much time and effort trying to outsource solutions for any issues we have encountered.Rose EllisRose Ellis ★★★★★ Jessie McGarryJessie McGarry ★★★★★ We've been working with Mace and the team at M2 for 5 years now. Lin, their bookkeeper is an absolute gun, and keeps the books up to date and shipshape! Mace and his team are amazing at responding to any questions we have, and often take issues completely out of our hands and return them resolved. M2 is an excellent asset to any business, and we are so financially better off because of them.Corey PaceCorey Pace ★★★★★ M2 Corporate and the whole team are fantastic. They are extremely professional helpful and no job is too big or small. I have referred many of my self employed and PAYG clients who have always been very impressed with their services.I personally use their services for my annual tax compliance and they always get me great results along with providing clear, professional and detailed advice!I would highly recommend using there services to any friends and family.Kane LucasKane Lucas ★★★★★ Welcoming and friendly staff, Efficient and timely service! Great to finally find a great accounting team!John ZadehJohn Zadeh ★★★★★ Highly recommend M2 Corporate, I've dealt with Mace Turco for many years now after going through a few different accountants. Mace structured and set my business up with great foresight, resulting in significant benefits to my business down the track. They are a very innovative and organised company with great knowledge. My confidence in Mace was proven correctly when he won the 30 under 30 business advisory award in Austrlalia in 2019, M2 comes with my strongest recommendation to all family and business associates.aaron thomasaaron thomas ★★★★★ Response from the ownerHi Aaron,Thank you for the five-star review. We really appreciate the support.Regards,The M2 Corporate Team Marie SangalangMarie Sangalang ★★★★★ Response from the ownerHi Marie,Thank you for taking the time to review our business.If there's anything we can assist with, please contact a member of our team.Regards,The M2 Corporate Team Eri I KhazaliEri I Khazali ★★★★★ Quality service!Response from the ownerHi Eri,Thank you for providing your feedback.If we can assist with anything in the near future, please contact our team.Regards,The M2 Corporate Team Georgie O'NeilGeorgie O'Neil ★★★★★ Response from the ownerHi Georgie,We appreciate the 5 star review.If we can assist with any of your future accounting needs, please reach out and we'll be happy to help.Regards,The M2 Corporate Team js_loader
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How Our Trust Establishment Process Works

  1. Initial Review: We confirm the type of trust you need, your intended structure, trustee details, beneficiary considerations, registration requirements and any related documents that may be required.
  2. Document Preparation: We prepare the required trust establishment and compliance documents, including the trust deed, trustee minutes, trust resolutions, supporting records and registration forms.
  3. Registration & Lodgement: We complete the relevant registrations, including applications for TFN, ABN and GST where required for your trust structure.
  4. Compliance Handover: We provide your completed documents, explain what each record is for, and outline the key ongoing obligations you need to keep on top of as a trustee.
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About M2 Corporate

M2 Corporate is a boutique accounting firm based in Perth, specialising in business advisory, taxation, trust establishment and financial management solutions. With a strong focus on personalised service, we work closely with businesses, individuals and family groups, offering tailored strategies designed to support clear, compliant and practical financial structures.

Our team brings decades of experience, and our clients benefit from our proactive, solution-oriented approach. Recognised for excellence with multiple industry awards, including the Accountants Daily 30 Under 30 Award and Australian Accounting Awards Finalist in 2023, we are proud of our track record in helping clients make confident financial decisions.

At M2 Corporate, we focus on delivering clarity, insights, and long-term strategies to help your structure support your goals.

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Collage showing all of M2 Corporate's award wins

FAQs

Trust establishment is the process of setting up a trust with the right legal, tax and compliance documents in place. This can include a trust deed, trustee minutes, trust records, TFN and ABN registrations and GST registration where required.

Trust establishment services help your business, family group or investment structure start with clear records in place. This reduces confusion, supports better governance and helps trustees understand their key obligations from the beginning.

You should consider trust establishment support when setting up a family trust, unit trust or business trust, changing your structure, planning asset ownership or preparing for a new business or investment activity.

Our trust establishment service starts from $1,200 one-off. The final cost can depend on the structure, documents required and whether additional registrations or supporting compliance records are needed.

Trust establishment can include a trust deed, trustee minutes, trust resolutions, TFN and ABN registration support, GST registration where required, trustee records, beneficiary records and supporting ownership documentation.

Yes. We can assist with applications to register a TFN and ABN, as well as GST registration where required for your trust structure and intended activities.

Yes. We can assist with trust deed documentation, trustee minutes, registrations and supporting compliance records as part of your broader business, family or asset structure setup.

Yes. Trustees should maintain clear records, including the trust deed, trustee minutes, resolutions, registration records and ownership documentation where relevant. These records help evidence decisions, responsibilities and important changes over time.

Yes. We can review your current trust documents, identify gaps and help update your records so they are clearer, more complete and easier to manage.

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