From $280.50 (inc GST)
This is a common form of Trust
and can also be known as a Family Trust.
It is often used in tax and asset protection planning, in which Trustees
can freely distribute trust income and assets to beneficiaries named in the
Deed. Typically, a Trust will list a small number of people as nominated or
specified beneficiaries and then add as general beneficiaries a wide class of
people usually including linear and lateral relatives of the nominated beneficiaries,
Trusts, Companies and Partnerships in which the nominated beneficiaries have an
Click here to view Roles in a Discretionary Trust 33.98 Kb
Patricia Holdings offers two
types of Discretionary Trusts namely:
Standard Discretionary Trust (where charities can be
Under this form of Discretionary Trust, the Trustee may
distribute to charities in addition to having the wide discretion to distribute
to the nominated beneficiaries, relatives of the nominated beneficiaries and
Trusts, Companies and partnerships in which the nominated beneficiaries have an
This is the most common form of Discretionary Trust and is
popular because it gives Trustees the flexibility to make tax deductible
distributions to charities.
Discretionary Trust (charities excluded)
This Trust is identical to the above Discretionary Trust but it
specifically prevents Trustees from making distributions to charities.
Optional printing, binding and delivery
- $44.00 (inc GST)
Patricia Holdings offers an online,
email version of your Trust Deed for only $280.50 (inc GST). If you would like your documents printed,
bound and delivered it is an extra $44.00 (i.e. $324.50).
What is included in the Discretionary
4 bound copies of trust
Notes for the assistance of the
Minute page if Corporate Trustee
Please note that the Stamp Duty cost is not included in the price for the Deed. This varies in each state, in NSW to get 4 copies of the Deed stamped costs $530.
How long does it take to establish a
For email delivery
orders, the Trust Deed and related documentation will be emailed to you within
If you have selected
to have your documentation printed, bound and couriered, documents will be
delivered within 4 working hours for Sydney CBD and lower north shore areas,
and will be sent by overnight courier for next day delivery to all other areas
in Australia (order must be received by 4pm for delivery the next day).
Questions or further information
If you have any
questions or require further information:
call us on 1800 226 735
How to Order
Register a Discretionary Trust Now
Download Order Form