Online Legal Documents

Order a Discretionary Trust

Discretionary Trust - also called a 'Family Trust'.

$110 plus GST

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IMPORTANT:

Please note the ATO has said the following regarding trustees and beneficiaries of trusts.

The Trustee may also be a beneficiary, but not the sole beneficiary unless there is more than one trustee.’  
Please click this link for more information:  https://www.ato.gov.au/General/Trusts/Trustees-and-beneficiaries/

General information

Discretionary Trusts are among the most popular forms of trust within Australia. Discretionary trusts are used for a variety of purposes, including the following;

  • To operate small businesses where the owners do not have a commonality of interests;
  • To purchase and hold investments, particularly real property.

What you receive


  • Instructions for establishing the trust;
  • Minutes of meeting of the Directors of trustee company OR Consent to Act as Trustee document;
  • Trust deed;
  • Schedule to the trust deed;
  • Annexure to the Trust deed.
 

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Document printing - Choice of two options

Premium Printing - printing, binding, branding: (option 1)

Basic Printing - folder and divider tabs only (option 2)


We do the printing for you.

  • Folder with  entity name and your branding on cover and spine;
  • Trust deed - 2 bound copies and 1 loose copy with sign here flags;
  • Supporting documents with sign here flags, separated by labelled divider tabs;
  • Express Post Delivery; and
  • Emailed copy of the documents.

Add 60 + GST

Choose this option if you would like to save money by printing the documents yourself.

  • Folder with  entity name and your branding on cover and spine;
  • Labelled divider tabs;
  • Express Post Delivery; and
  • Emailed copy of the documents.

 

Add 40 + GST

ABN & TFN applications:

ABN & TFN applications can be a complicated process. We can process these for you very efficiently. We charge $100 plus GST
for this service

Add $100 + GST

All documents automatically emailed

View our privacy policy

 

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What is a Discretionary Trust

Are you are setting up a discretionary trust for a client? Make sure they know exactly what a discretionary trust is by sending them a link to our video below.

We also have the Guide to Discretionary Trusts available in eBook and PDF format.

Check out the material below.

LED help

Guide to Discretionary Trusts

Discretionary trusts explained using everyday language

Guide to Discretionary Trusts - Video