Discretionary trusts

Features of our single family discretionary trust deeds are:

  • copes with the post ‘Bamford’ necessities
  • the trustee decides what is income
  • they protect the trustee against liability under the prudent person rules that now form part of the Trustee Act
  • the deed protects directors of corporate trustees against personal liability to the extent permitted under the Corporations Law
  • our deed normally satisfies all bank requirements, although sometimes not without argument with the bank
  • the deeds contain power to add and delete beneficiaries
  • we have a linear class of eligible beneficiaries

For important information about our trust deed, please click here.

Package Price: $715.00
Stamp Duty: $610.00
Registration Price: $235.70

View Order Form (PDF)

Telephone Tricia Shales on 02 8915 4949

Discretionary trusts

  • (if a corporate trustee is used if different to the trustee)
  • (if company)
  • (will be your address unless you tell us otherwise)
  • (see attached notes)
  • (see attached notes)
  • (this must be completed - ie normally the husband and wife for whom the trust is set up - a future spouse of a single 1st group beneficiary will be a 1st group beneficiary without the need to do anything further)
  • [NB all children of the 1st group beneficiaries (present and future) are automatically 2nd group beneficiaries unless you tell us otherwise]
  • (if not already covered by the eligible beneficiaries as set out in paragraph 14 on the attached notes)
    Unless you tell us otherwise, the standard trust deed structure as set out in the notes to this order form will be used.
  • (to send documents)