Trust & Fiduciary Services

Protecting and Preserving Wealth Through Trust Structures

Trust structures are among the most powerful tools available for asset protection, estate planning, and tax-efficient wealth transfer. When properly established and administered, a trust can protect assets from creditors, provide for beneficiaries in a controlled and tax-effective manner, and ensure that wealth is transferred according to your wishes across generations. Virex Wealth Management works alongside specialist trust lawyers and administrators to provide comprehensive trust and fiduciary services.

Discretionary Family Trusts

A discretionary family trust is one of the most commonly used structures for holding investment assets in Australia. The trustee has discretion over how income and capital are distributed among beneficiaries, providing significant flexibility for tax planning and asset protection. We advise on the investment strategy for trust-held assets and coordinate with your legal and accounting advisors on trust establishment and administration.

Testamentary Trusts

Testamentary trusts are established through a will and come into existence upon the death of the will-maker. They can provide significant tax benefits for beneficiaries — particularly minor beneficiaries — and offer asset protection advantages that inter vivos trusts cannot provide. We work with estate planning solicitors to ensure that testamentary trust provisions are properly integrated with your overall estate plan and investment strategy.

International Trust Structures

For clients with assets in multiple jurisdictions, international trust structures — including trusts established in Switzerland, the Channel Islands, or other recognised trust jurisdictions — may offer advantages in terms of asset protection, privacy, and estate planning. We coordinate with specialist trust lawyers and administrators in relevant jurisdictions to assess the suitability of international trust structures for your circumstances.

Trust Investment Management

As investment managers for trust-held assets, we work within the investment powers granted by the trust deed to manage the trust's investment portfolio in accordance with the trustee's investment strategy and the interests of all beneficiaries. We provide comprehensive reporting to trustees and, where appropriate, to beneficiaries.

Important Limitations

Trust and fiduciary services provided by Virex Wealth Management are investment-focused. The establishment and administration of trust structures requires qualified legal advice from a solicitor experienced in trust law. We do not act as trustee and do not provide legal advice on trust structures. All trust establishment and administration must be carried out by appropriately qualified legal professionals.