Discretionary Trust
A Discretionary trust is commonly called a “family trust.”
Our Discretionary Trusts are drafted by in-house tax lawyers and externally reviewed by commercial law firms. The deeds are written in plain, easy to understand language and each deed comes with an explanatory guide to help your client.
This type of trust is very useful for asset protection and tax planning. The trustee of this type of trust has very wide discretions relating to the activities that the trust can engage in, the beneficiaries that can receive income or capital and the tax benefits that are associated with these trusts.
The online Discretionary order form captures all of the required information to setup the trust structure. The smart forms help guide the user through the process to ensure the Settlor, Beneficiary/s and Appointor reflect the requirements of the client.
Our staff are always available to discuss aspects of the structure which are unclear or how our deed operates.
Clients will receive an electronic copy of the deed and supporting documents, in addition we can stamp deeds for your jurisdiction.
Stamping Service for NSW and Victoria
We can arrange to have the trust deeds stamped in VIC and NSW with the applicable stamp duty for a fee + Duty.
Discretionary Trust documentation will be prepared in accordance with the order form and will usually include:
- Trust Deed
- Trust Guide
- Trustee Resolutions
- Stamp Duty Info and stamping checklist
You will receive electronic and optional hard copies of the documents.
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