Discretionary (Family) Trust Deed

Our discretionary trust deeds are suitable for accounting, legal, and professional advisers who rely on highly effective legal documentation. Complete our online form in less than 10 minutes.

Discretionary (Family) Trust Deed | $242.00

Complete our online family trust form in less than 10 minutes.
Receive your family trust deed and other documents electronically within 1 business day.
Our trust deeds ensure compliance with the latest tax legislation and industry standards in effective tax planning.
Our trust deeds are individually prepared and reviewed by our experienced lawyers (why is this important?)
Support via chat, phone or email from our experienced and friendly team.
Trusted by the professionals - used by over 250 accounting and legal firms across Australia.

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Product Overview

When it comes to ordering a trust deed, it is important to make sure the document is prepared and reviewed by an experienced commercial lawyer that knows how to ensure compliance with the latest tax legislation, whilst maximising your commercial benefits. That is exactly what you get when you order a trust deed from ABNAustralia.com.au.

Our online order forms make setting up a discretionary trust deed in Australia fast and easy (less than 10 minutes)
Our trust deed documentation has been carefully drafted to comply with the appropriate legislative and tax office requirements.
Importantly, your trust deed is individually reviewed and prepared by an experienced commercial lawyer, providing you with fantastic legal assurance.
Our trust deed documentation is highly effective across a range of business purposes and is structured and maintained in line with the latest industry innovations
Our trust deeds allow for distribution to a wide definition of beneficiaries allowing great flexibility in managing your trust's assets
Our highly experienced team manually reviews every submission to ensure information is free from error and complete - saving you headaches and costs down the line
We pride ourselves on great and informed customer service, and our professional team is available to discuss any question or client issue you may have
Impress your clients with full-service printing, binding and delivery for $55.00 (GST inclusive).
Stamping options are available for trusts registered in South Australia
Need to apply for an ABN? Use the same online form to register your enter for an ABN.

What's Included

When you order a discretionary (family) trust deed through abnaustralia.com.au you receive the following documentation:

A high-quality discretionary trust deed individually prepared and reviewed by our legal partners
An Establishment Kit explaining what to do next
Bank Account opening kit
Consent to act as Trustee (and related minutes if the trustee is a company);
Register of beneficiaries
Printing, binding, and delivery options available.
Stamping option available for trusts registered in South Australia

Our Promise

Our team has been providing affordable business registration and legal document services since 1976. Our longevity reflects our reputation for the best customer service in the business, underpinned by our commitment to effective documentation and attention to detail.

In order to ensure you and your clients are protected against legal risks, it is important that your trust deed documentation is reviewed and prepared by an actually qualified lawyer with experience in this area. This is exactly what you get when you order through abnaustralia.com.au. Not only do our lawyers ensure your documentation complies with the appropriate legislative and tax office requirements, they also ensure your documents are maintained in line with the latest industry innovations.

Our goal is to partner with accounting and professional firms who understand the value of an informed business registration and legal document provider. Why not try ordering your next discretionary trust deed online with us at ABNAustralia.com.au and experience for yourself the difference in service that our existing customers have come to expect.

From the Knowledge Base

What is a discretionary trust?

In a discretionary trust (or family trust) the beneficiaries do not have a fixed entitlement or interest in the trust funds. The trustee has the discretion to determine which of the beneficiaries are to receive the capital and income of the trust and how much each beneficiary is to receive. The trustee does not have a complete discretion. The trustee can only distribute to beneficiaries within a nominated class as set out in the terms of the trust deed.

What is the trust deed?

The trust deed defines the relationship between the trustee and the beneficiaries. The parties to the trust deed are the settlor and the trustee. The trust deed specifically sets out the duties and powers of investment of the trustee, the beneficiaries, and other important stuff.

Can I explicitly exclude foreign persons?

If someone is considering setting up a trust to acquire land in one of the above States, and do not want any foreigners to be beneficiaries, they can request a deed from ABNAustralia.com.au that includes a provision that explicitly excludes foreign persons as primary or secondary beneficiaries. When completing the 'Beneficiaries' section of our online order form, simply select the option to exclude foreign persons.

Including a broad provision in this manner provides certainty that your family trust will not be deemed a foreign person in any state, regardless of the differing definitions as defined within each state’s legislation.

We wrote about foreign surcharges on our blog here.

What is the role of the settlor?

The settlor's function is to give the assets to the trustee to hold for the benefit of the trust's beneficiaries on the terms and conditions set out in the trust deed. The settlor executes the trust deed and then, generally, has no further involvement in the trust.

The settlor of a Discretionary Trust must be an independent person. That person, or his or her spouse or children, cannot be beneficiaries of the trust and should not be trustees. A settlor will often be a family friend or a solicitor or an accountant who will not be a beneficiary or a trustee.

Established in 1976, ABN Australia has helped more than 100,000 businesses choose and establish their preferred business structure here in Australia. Our longevity is a testament to the high level of customer service we provide, and the wealth of experience we bring to the table.

Discretionary (Family) Trust Deed