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Family (discretionary) trust

A family trust deed prepared, the trust set up and registered, with a corporate trustee if you want one.

What's included

  • Advice on the trustee, appointor and beneficiaries
  • The trust deed prepared and settled
  • Corporate trustee set up if needed
  • TFN, ABN and GST registration

How it works

  1. 1We talk through the structure
  2. 2We prepare the deed
  3. 3It is signed and settled
  4. 4We register the trust

Questions

Common questions

General information only, not advice for your situation. Rules change; we check what applies to you.

Do I need a company as trustee?›

Not always, but it usually gives better protection and makes changes easier.

Related

Talk to us about this service

Confidential · No obligation · Registered tax agent 26173619