ORSO Retirement Trusts

If you are self-employed or have an employee/employer relationship, an Occupational Retirement Scheme Ordinance (ORSO) trust is a tax effective way to provide for retirement savings and to significantly mitigate tax upon eventual disbursement of retirement moneys.

Our services include:

• Assessing whether an ORSO trust is suitable
• Establishing the ORSO trust
• Assisting clients with independent tax advice
• Liaising with MPFA and registering the scheme
• Assisting with investment advisers for underlying assets of the scheme
• Annual reporting to MPFA
• Annual review of the scheme and reporting to Employer and beneficiaries