I'm a CPA. I'm sorry you have spent 5 grand for little return. That is not how I charge my clients because I like to prepare their accounts/tax returns in an effective and accurate way without the fluff.
Setting up a family trust can be a good idea especially when there is an operating entity earning substantial income and yet able to distribute this via the Trust.
Operating entities are simple. However, when they start to earn capital gains on the sale of property or shares that's a different matter.
Tax laws change torridly week to week. The advice you receive today may be out of date next week.................
