Trusts
Establish robust structures for asset protection and tax minimisation. Family Trusts, Unit Trusts, Bare Trusts and more.
Build these Trust documents
PriceFamily Trust DeedDiscretionary trust for family asset protection
$385
Company — Trustee of a Family TrustCorporate trustee for your trust
$1,075
Bucket CompanyCorporate beneficiary for distributions
$1,075
Unit Trust DeedFixed interest trust for investments
$455
Company — Trustee of a Unit TrustSet up a company to act as trustee of your Unit Trust.
$1,075
Acknowledgement of Trust DeedConfirm existing trust arrangements
$850
Declaration of Trust — Before PurchaseDeclare trust before buying an asset
$675
Update an existing Trust
PriceFamily Trust Update — EverythingDeed, appointor, trustee and name change
(comprehensive)$1,200
Upgrade the Family Trust Deed OnlyDeed of variation to modernise your trust
$512
Change the AppointorWho controls the trust?
$1,200
Replace the Trustee OnlyChange who manages the trust
$532
Change Name of the Family TrustFormally change the name of your Family Trust.
$445
Exclude a BeneficiaryRemove a person from the trust
$1,432
Exclude ForeignersPrevent foreign beneficiary issues
$660
Update Trustees of the Unit TrustChange the trustee of your Unit Trust.
$330
Change the Name of your Unit TrustFormally change the name of your Unit Trust.
$330
Additional Trust documents
PriceAnnual Distribution MinutesYear-end trust distribution resolutions
$55
Forgive Family Trust's UPEsClear Unpaid Present Entitlements
$440
Vest & Wind Up Family TrustFormally vest and wind up a Family Trust.
$444
Division 7A Loan DeedATO-compliant company-to-shareholder loan
$265
Loan AgreementFormalise loans involving trusts
$683
Deed of GiftFormal asset gift documentation
$345
Vest & Wind Up Unit TrustFormally vest and wind up a Unit Trust.
$550
Unitholders AgreementAgreement between unit holders
$442
Free Training
PriceFamily Trust Training CourseFree online course
(100% free)$0