Purpose and fit
Clarify the family, business, property or succession problem and test whether a trust is appropriate.
Clear steps, written scope
Know what happens before, during and after the structure is created.
We begin with purpose and facts, define the scope, coordinate the right professional input and keep implementation moving through a documented process.
New trust process
From idea to functioning governance
Structure and people
Confirm the founder, beneficiary class, natural-person trustee, Axion’s corporate trustee role and succession intentions.
Deed and filing pack
Prepare the tailored deed, trustee documents, beneficiary schedule, FICA file and Master submission documents, with specialist review where required.
Master registration
Submit and track the registration and Letters of Authority application. No trustee action is taken before proper authority is issued.
Post-authority setup
Complete banking, tax, beneficial-ownership, accounting, registers, initial resolutions and asset-transfer implementation.
Annual governance
Maintain meetings, resolutions, records, tax and accounting coordination, loan reviews, asset verification and estate-plan alignment.
Free will process
Brief online start. Personal private finish.
The website deliberately does not request identity numbers, bank details or full estate documents. We collect only enough information to prepare for the telephone consultation.
Submit
Contact and high-level family information.
Discuss
Private telephone consultation and scope confirmation.
Prepare
Drafting and clarification of any questions.
Sign
Execution guidance and secure storage discussion.
Professional boundaries
One coordinated plan. Separate professional responsibility.
Axion is a separate fiduciary service provider. Legal, tax, accounting, conveyancing and regulated financial advice are performed or approved by the appropriately qualified or authorised provider under a separate scope where required.
Axion Fiduciary
Trust establishment support, professional trustee participation, annual governance, wills and estate-plan coordination.
Axion Financial
Separately scoped accounting, tax, payroll and company-secretarial services.
Wealth Planning
Separately regulated financial advice, investments, risk planning and estate-liquidity work within the applicable mandate.
Choose your starting point.
Begin with a free will or a trust-purpose assessment. Both lead to a personal conversation before any work is finalised.