from $456.50 (inc GST)

All Specialty Trusts are prepared on an individual basis but samples can be provided.

1. Deed of Confirmation of Trust

This can be provided if all copies of a Discretionary Trust Deed have been lost or destroyed. The Deed cites that the records have been lost/destroyed and confirms that the trustee, beneficiaries and the assets remain unchanged.

2. Charitable Trust

This Trust provides that the beneficiaries can only be charities and that Trustees must be appointed from the general community, rather than being controlled and appointed by an appointer. There are three different types of charitable trusts which operate in Australia:

i) Simple Charitable Trust - donations are not tax deductible but the Trust should incur no tax liability

ii) Charitable Trust with Gift Deductible Status - there are strict requirements which these Trusts must meet to be granted this status

iii) Developing Country Relief Fund - solely for the purpose of relief to a developing country, this Trust has very strict requirements.

3. Child Maintenance Trust

This type of Trust is utilised after a family breakdown and pursuant to Family Court Proceedings for the maintenance of children in the family.

4. Testamentary Trust

A Testamentary Trust is in the format of a Standard Discretionary Trust but is created by a Will. First of all a Will is prepared and executed by a person wanting to establish a Testamentary Trust. The Will incorporates a Discretionary Trust for the benefit of that person's children. The Will has no effect and the Trust has no effect until such time as the person dies; however, upon the person's death the Will is administered and as a consequence the Discretionary Trust for the benefit of the children comes into existence and is then for all intents and purposes a Standard Family Discretionary Trust.

Persons contemplating establishing such a Trust must be mindful of two things, namely:-

i) the Trust has no effect and no life until such time as the person dies and the Will takes effect; and

ii) any property set aside in the Will that becomes Trust property from which income is paid to a person under the age of eighteen years (an infant beneficiary) must ultimately, when the Trust is wound up, be paid to the persons who have received the benefit of the income and as a consequence the benefit of concessional taxation treatment.

Deed of Confirmation of Trust

• A4 binder
• 4 bound copies of trust
• Instruction sheet
• Statutory Declaration

Charitable Trust

• A4 binder
• 4 bound copies of trust
• Instruction sheet
• Stamping instructions
• Statutory Declaration

Child Maintenance Trust

• A4 binder
• 4 bound copies of trust
• Instruction sheet
• Stamping instructions
• Statutory Declaration

Testamentary Trust

• A4 binder
• 4 bound copies of trust
• Will
• Instruction sheet
• Stamping instructions
• Statutory Declaration

How long does it take to register a Specialty Trust?

As these Trust Deeds are prepared personally by our solicitor to meet your individual needs, depending on the complexity of your needs these orders can take up to 2 weeks to finalise.

Once completed, 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 Specialty Trust Now

Download Child Maintenance Trust Order Form

Download Charitable Trust Order Form

Download Deed of Confirmation of Discretionary Trust

Download Deed of Confirmation of Unit Trust

Download Testamentary Trust Deed Order Form