A discretionary trust is one of the most common small business structures in Australia. 

Discretionary trusts provide families with great flexibility in sharing the tax burden among family members and protecting family assets.

Fastdocs provides you with a comprehensive Discretionary Trust establishment package including:

  1. 2 bound copies of the Discretionary Trust deed;
  2. 1 unbound copy of the deed to scan after execution which will then be bound;
  3. Trustee minutes to establish the trust;
  4. Trustee and Appointor Consents to Act; and
  5. Stamping of the trust deeds with Revenue SA.  

Start creating your Discretionary Trust online now by completing all fields to the right.

Our lawyers will contact the Client within 24 hours to arrange an appointment for execution of the deed and to answer any queries.

A copy of the stamped and executed document will be emailed to the Accountant / Financial Adviser providing instructions.

Fastdocs- Discretionary Trust Deed

Accountant / Financial Advisers Details
Firm Name
Firm Address:
Number/House/Unit
Street Name
Suburb
Postcode
Attention
Telephone
Facsimile
Email

Your Reference

Client Details
Name(s)
Address  
Number/House/Unit
Street Name
Suburb
Postcode
Attention
Telephone (home)
Telephone (mobile)
Facsimile
Email
What is the name of the Trust?
   
What date will the trust be established?
   
Who will be the Settlor of this Trust?  
Full name 
Address:   
Number/House/Unit  
Street Name
Suburb
Postcode
Attention
Telephone (home)
Telephone (mobile)
Facsimile
Email
 
What will be the settled sum?
Who is the Trustee to your Trust?  
Name (include ACN if a company)  
Address (registered address if a company)
Number/house/unit
Street Name
Suburb
Postcode   
   
Who is the Appointor of your Trust?  
First Appointor Name   
First Appointer Address   
Number/house/unit  
Street Name   
Suburb  
Postcode   
Second Appointor Name   
Second Appointor Address   
Number/house/unit   
Street Name  
Suburb   
Postcode   
   
Who are the Principal Beneficiaries?   
   
Name(s)   
Address   
Number/house/unit   
Street Name   
Suburb   
Postcode  
   
Do you wish to nominate a charity to receive the balance of the Trust?
Charity Name
Charity Address
Number/house/unit
Street Name
Suburb   
Postcode  
   
Please email completed form
to this address
   
Acceptance of Conditions of Use
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I have read and agree to the conditions of use

 

 


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