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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).
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Trust Deeds
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Patricia Holdings provides an extensive range of Trust Deeds to suit all your requirements. All Trusts are prepared by a Solicitor who specialises in this area and you can have the State of Jurisdiction of your choice.
In addition, Patricia Holdings acts as an agent for the New South Wales Office of State Revenue. If your Trust Deed has NSW as the State of Jurisdiction, we can Duty Stamp your Deeds as well. This can occur once the Deed has been executed and a small fee applies for this service.
Following is a list of Trust Deed structures which we can provide for you:
Discretionary Trusts (Family Trusts)
This is a common form of Trust, 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.
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Patricia Holdings offers two types of Discretionary Trusts namely: - Standard Discretionary Trust (where charities may be beneficiaries)
- Standard Discretionary Trust (charities excluded)
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Unit Trusts
Unit Trusts can be established as an alternative to a Company, if appropriate in your situation. Managed by trustees, assets of a Unit Trust are held by the Trustee, Unit Holders own a share of the Trust in accordance with the number of units held.
- Standard Unit Trust
- Fixed Unit Trust - This Trust is intended to address the decision of the New South Wales Land Tax Office to permit a fixed Trust to receive the benefit of a $352,000.00 tax free threshold for land tax purposes.
- Multi-class Unit Trust
- Simple Hybrid Trust
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| Superannuation Funds (SMSF)
A Self Managed Super Fund can be established with individual or corporate trustees. Flexible payout options incorporating lump sum and pension payments can be provided. All superannuation funds come with a suggested investment strategy and a Product Disclosure Statement. |
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| Specialty Trusts
All specialty Trusts are prepared on an individual basis but samples can be provided. |
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- Deed of Confirmation of Trust
- Charitable Trust
- Child Maintenance Trust
- Testamentary Trust
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| Asset Acquistion Trusts
An Asset Acquisition Trust is established to allow a Superannuation Fund to borrow money for purchasing assets like real estate, listed securities, units in a Unit Trust and even works of art. The Asset Acquisition Trust holds these assets in trust for the Superannuation Fund without it being exposed to the usual risks associated with borrowing money. |
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Need Help? |
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Contact us on 1800 226 735
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