Self-help Law

 Trust formation & maintenance

Family Trusts

HowToLaw summaries a range of Australian self-help documents for you to select from.  Compare costs and document suppliers. This range of Australian Trust deed documents provide for the setting up of a Family Trust along with many other Trust administration documentation.

What is a Trust?

A Trust is a legal entity where an individual (‘the trustee’) holds assets for the benefit of one or more persons or third parties (called the ‘beneficiaries’). A Family Trust (also known as a Discretionary Trust) is a Trust where the trustee is empowered to decide the benefits the beneficiaries receive from the trust.  A Trust can protect family assets and allows for earnings and capital to be shared among family members. Once a family trust is created (by a settlor), usually gifts or loans are made to the Trust by the person who created the Trust.

What documents do I need to form a Trust?

The documents required to form and maintain a Trust are the Trust Deed itself, the Initial Minutes when the Trustee Company is formed, Memorandum of Wishes, and commonly a Deed Appointing a New Trustee and the companying Minutes appointing new trustees.




Family trust

149.00  

An Australian Family Trust (also called a Discretionary Trust) is one of the most common small business structures in Australia. Suitable for use throughout Australia.

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Declaration of trust (before you buy)

99.00  

You build a Declaration of Trust if you are about to acquire an asset. Suitable for use throughout Australia.

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Unit trust

330.00  

An Australian Unit Trust is cheaper and more flexible than a company. Suitable for use throughout Australia.

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Family trust - streaming & bamford update

165.00  

Do you need to update your Australian family trust deed to include the latest taxation benefits? Suitable for use throughout Australia.

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Change trustee of family trust

110.00  

The purpose of this document is to formally change the trustee of your Australian Family Trust. The safest way to update the trustee is by Deed of Change of Trustee. Suitable for use throughout Australia.

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Family trust - update to allow sole trustee

55.00  

If you want to change your AustralianTrust Deed so that you only have one Trustee.

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Opening minutes for the unit trust

33.00  

The purpose of this minute is for the Australian Trustee(s) to formally and correctly accept the role of Trustee of the Unit Trust. Suitable for use throughout Australia.

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Trust distribution minutes library for 2012/13 - multi-use

350.00  

This document is suitable for producing minutes for multiple Australian Trust Deeds. Suitable for use throughout Australia.

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Change of name of family trust

88.00  

You have an Australian Family Trust (sometimes called a Discretionary Trust or Family Discretionary Trust), and wish to change the name of the Family Trust. Suitable for use throughout Australia.

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Unit trust - add new member kit

110.00  

The purpose of this Kit is to formally and correctly accept a new Member into an Australian Unit Trust. Suitable for use throughout Australia.

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Trust distribution minutes library for 2012/13 - single-use

110.00  

This document is suitable for producing minutes for multiple Australian Trust Deeds.

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Family trust - vesting

249.00  

Winding Up an Australian Family Trust. Suitable for use throughout Australia.

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