Trust Deeds

Efficient Wealth Management Solution for Your Clients

Our Simple Discretionary Trust is the perfect tool for accountants looking to offer their clients flexible and effective wealth management solutions. This trust allows for the strategic allocation of income and capital, providing significant tax planning advantages and asset protection.

Key Features:

• Flexible Distribution: Enable clients to allocate income and capital among beneficiaries at their discretion.
• Tax Efficiency: Help clients optimize their tax position by distributing income to beneficiaries in lower tax brackets.
• Asset Protection: Offer clients the ability to safeguard their assets from potential creditors.

Why Recommend Our Trust Deed to Your Clients?

• Simplicity and Convenience: Easy for clients to set up and manage, with comprehensive guidance provided.
• Comprehensive Support: Every purchase includes a review by a qualified lawyer to ensure compliance with legal standards.
• Trusted Expertise: Leverage our extensive experience in taxation and trust law to provide clients with a reliable and beneficial trust structure.

$198

Advanced Protection and Flexibility for Your Clients' Wealth

Our Comprehensive Family Protection Trust is designed for accountants seeking to offer their clients a robust and sophisticated trust solution. This trust provides advanced asset protection features and ensures wealth remains secure across generations, addressing complex family dynamics.

Key Features:

• Asset Protection: Help clients safeguard their assets from creditors and secure wealth for their children and future generations.
• Divorce Protection: Protect clients' family wealth from being divided in the event of a divorce.
• Bloodline Limitations: Ensure clients' assets are passed down to direct descendants, maintaining family wealth.
• Flexible Distribution: Provide clients with the ability to manage how and when income and capital are distributed to beneficiaries.

Why Recommend Our Family Protection Trust Deed to Your Clients?

• Advanced Security: Offer clients comprehensive measures to protect family wealth against various risks.
• Tailored Solutions: Customizable features to address clients' unique family dynamics and financial goals.
• Professional Oversight: Each trust deed is reviewed by a qualified lawyer to ensure compliance and optimal structuring.
• Proven Expertise: Utilize our extensive experience in trust and family law to provide clients with a secure and beneficial trust solution.

$880

Our Bare Trust is drafted to help accountants offer their clients a seamless and compliant way to purchase property through their self-managed superannuation fund (SMSF). Designed to meet the strict requirements of the Superannuation Industry (Supervision) Act 1993 (SIS Act), this trust ensures a secure and straightforward investment process.

$440

Ensure smooth transitions in trust management with our Appointment of New Trustee document. This essential tool provides legal certainty and continuity, supporting you in advising clients on seamless trustee changes.

$187

Effectively exclude a beneficiary from a trust with our Deed for the Removal of a Beneficiary. This document is essential for Centrelink purposes, providing the necessary legal framework to support your clients' needs and ensuring compliance with relevant regulations.

$220

Ensure compliance with ATO and income tax requirements with our Deed for the Removal of a Foreign Beneficiary. It ensures that all actions are legally compliant, mitigating risks related to non-resident taxation issues.

$220