Does Afirmo handle trusts?

Trusts aren't Afirmo's core focus. Trust returns (IR6), beneficiary distributions, and trustee tax rules have specialist requirements that need a different setup than Afirmo's standard offering.

What Afirmo can do:

• Handle the operating business that is held in a trust structure (e.g. the trading company under a family trust)
• Provide a trust-specific setup at a custom price, scoped on a per-case basis (typically from $2,000 +GST/year)

What works better elsewhere:

• Family trusts where the trust itself is the main entity
• Trust structures with multiple beneficiaries and complex distribution decisions
• Trustee companies with unique reporting requirements

If you would like to discuss trust support, book a demo or message live chat with your structure - the team can scope what is realistic and quote accordingly.