Trust Secretarial

Patricia Holdings can provide an extensive range of services to ensure your Trust Deed is up-to-date and reflects its current status. Following is a list of services we provide at this point of time. Please note, this list is not exhaustive and is being continually expanded.

Changes to Superannuation Trust Deeds

If changes have occurred to Members or Trustees of a Superannuation Trust Deed, we can provide relevant forms and resolutions for the following:

  • Resignation of Trustee
  • Consent to Act as Trustee
  • Appointment of new Trustee
  • Removal of Trustee
  • Removal of Members
  • Change of Fund Name
  • Binding Death Benefit Nomination Form (Pro forma)

Superannuation Trust Deed updates are regularly carried out by our Solicitor and, as such, we can update your Trust Deed to reflect all current legislation. It is recommended that your Superannuation Trust Deed be reviewed every two years and updated at least every four years.

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Changes to Discretionary Trusts Deed 

If changes have occurred to Trustees or Beneficiaries of the Trust Deed, we can provide relevant forms and resolutions for the following:

  • Resignation of Trustee
  • Consent to Act as Trustee
  • Appointment of new Trustee
  • Change of Appointor
  • Removal of Beneficiaries
  • Change of Trust Deed Name

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Changes to Unit Trust Deeds

If changes have occurred to Trustees or Unit Holders of the Trust Deeds, we can provide relevant forms and resolutions for the following:

  • Resignation of Trustee
  • Consent to Act as Trustee
  • Appointment of new Trustee
  • Change of Trust Deed Name
  • Issue of Units
  • Transfer of Units
  • Conversion of Units

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