Annual management of a trust is important to assist the trustees to meet their annual obligations.

These obligations include meeting on a regular basis to consider all beneficiaries and keeping clear and accurate records of the trust’s assets and the trustees decisions.

Annual management includes:

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• Advising on required annual trustee meetings Identification and tracking of specific timed trust events (such as a distribution when a certain age of a beneficiary is reached

• Liaising with financial planners and fund managers to ensure accurate trust asset record keeping

• Liaising with accountants to ensure trust records match accounting records

• Annual and ad hoc distributions of trust assets