A.C.N. 003 328 005

The firm and its associated Company, Thomas Davis Financial Services Pty. Limited (Australian Financial Services License No. 244130), are well able to assist persons with advice on

• Succession and Estate Planning
• Financial Planning and Investment Strategies
• Superannuation and Retirement Plans

Another associated Company, T.D. Nominees Pty. Limited, is able to act as Trustee for Trust Estates or Individuals. Appointing T.D. Nominees Pty. Limited, as Trustee, means that an independent ongoing organisation is responsible for overseeing, with the family, the assets and distribution of income of the Trust. The problem of succession on the death of an individual Trustee is overcome. With the ever-increasing statutory requirements placed on Trustees, it is important to be aware of, and act in accordance with, those requirements.

We believe that we are in a better position to be informed and up to date in this regard than individuals who do not have access to the resources that we have at our disposal. With the accounting services provided by the firm, information is readily available and costs kept to a minimum.

Enquiries about other services such as

• Agents and Power of Attorney
• Custodian Services
• Nominees for Registration Purposes

would be welcomed.