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11 March 2010
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Company Incorporations
   ( All prices include GST )
Proprietary Company $  532.00
Superannuation Trustee $  532.00
Company Title Property $1137.00
Limited by Guarantee $  775.50
Unlisted Public Company $  840.00
Trust Deeds
   ( All prices include GST )
Discretionary Trusts from
$258.50
Unit Trusts from
$258.50
Superannuation Funds from
$258.50
Specialty Trusts from
$544.50
Asset Acquisition Trusts from
$258.50
Duty Stamping of Trust Deeds
Company Secretarial
   ( All prices include GST )
Change of Company Name $498.30
Company Deregistration $137.50
Reservation of Company Name $  73.00
Production of Company Common Seal $  55.00
Reconstruction of Company Register from
$324.50
Company Searches from
$  31.00
Adoption of New Constitution $137.50
Conversion to Sole Person Company from
$192.50
Share Transfers, Issues or Conversions $88.00
Convert Company Type from
$192.50
Preparation of ASIC Forms from
$88.00
Trust Secretarial
   ( All prices include GST )
Changes to Superannuation Funds from
$88.00
Changes to Discretionary Trusts from
$88.00
Changes to Unit Trusts from
$88.00
Superannuation
   ( All prices include GST )
Superannuation Trustee from
$ 532.00
Superannuation Funds from
$258.50
Changes to Superannuation Funds from
$88.00
Other Services
   ( All prices include GST )
Business Name Registration $311.00
Provision of Company or Trust Deed Stationery
Search for Company Name
Domain Name Registration
Packages

Company Registration from $532 inc GST

Patricia makes company registration easy. We offer an online, email version of your ACN and Certificate of Registration for only $532 (inc GST). The Patricia fee is $132 (inc GST) and the ASIC fees are $400. If you would like your documents printed, bound and delivered it is an extra $148.50 (ie $680.50).

Discretionary Trusts

From $258.50 (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 interest.

pdf Click here to view Roles in a Discretionary Trust 33.98 Kb

Patricia Holdings offers two types of Discretionary Trusts namely:

1. Standard Discretionary Trust (where charities can be beneficiaries)

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 interest.

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.

2. Standard 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 - $38.50 (inc GST)

Patricia offers an online, email version of your Trust Deed for only $258.50 (inc GST). If you would like your documents printed, bound and delivered it is an extra $38.50 (i.e. $297.00).

white binder What is included in the Discretionary Trust Package?

  • A4 binder
  • 4 bound copies of trust
  • Instruction sheet
  • Stamping instructions
  • Statutory Declaration
  • Notes for the assistance of the Trustee
  • 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 Discretionary Trust?

For email delivery orders, the Trust Deed and related documentation will be emailed to you within 2 hours.

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:

  • Please call us on 1800 226 735
  • Email This email address is being protected from spam bots, you need Javascript enabled to view it

How to Order

Register a Discretionary Trust Now

Download Order Form