Nicht fakturierte Beratungs- und Abwicklungsleistungen beim Trust-Ende

Definition

Australian practice guides emphasise that dissolving a trust "requires planning and paperwork" and that the trustee will be required to determine all assets, work out how to deal with each, discharge liabilities including tax, prepare trust accounts and ensure they are independently verified, and then formally resolve to distribute all property to beneficiaries, often including preparing a deed of termination.[2][3][6] These are multi‑step professional tasks typically handled by lawyers and accountants. In many small and mid‑sized firms, time spent on deed review, beneficiary advice, modelling tax outcomes of alternate distribution strategies, liaising with the ATO for final returns, and post‑completion queries is only partially recorded or written off to keep within an informal fee estimate. Industry benchmarks for private client practices often show 10–25% of recorded time written off on fixed or under‑quoted matters; for a typical termination matter involving 10–40 billable hours at blended AUD 300/hour, this represents AUD 900–3,000 of lost billables per trust. Across a practice doing 20–50 trust terminations per year, this logically scales to AUD 18,000–150,000 in revenue leakage annually.

Why This Matters

The Pitch: Trusts and estates firms in Australia 🇦🇺 forgo AUD 2,000–10,000 per complex trust wind‑up in unbilled advisory time, document drafting and follow‑up with the ATO and beneficiaries. Packaging and automating fixed‑fee termination workflows converts this into recoverable revenue.

Affected Stakeholders

Partners in trusts and estates practices, Senior associates and solicitors, Accountants advising on trust wind‑up, Practice managers responsible for pricing and billing

Related Business Risks