Services to Trustees

Carnbrea has been providing professional services to trustees since 1929. Services encompass establishing and administering trusts as part of an overall succession plan as well as administering Estates. Carnbrea is able to assist you in planning a new will, a service we offer with the assistance of a trusted Victorian legal practice McNab McNab & Starke. Like ourselves, McNab McNab & Starke is a boutique independent firm with a long history of putting the clients before profit to assist them with succession planning and the allocation of assets. For more information about McNab McNab & Starke click here

Carnbrea acts for trustees in providing administration and secretarial services for trusts, deceased estates and charitable foundations. We attend to the specific requirements of each trust and:

• Process distributions of trust income and capital
• Liaise with the trustees, reviewing trust investments and portfolio performance
• Prepare and file business activity statements and tax returns
• Provide custody for trust, estate and foundation documentation
• Maintain registers