Trust Deed Secretarial Services
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Patricia Holdings can provide an extensive range of services to ensure your Trust 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 Funds (SMSFs)
If changes have occurred to Members or Trustees of a Fund, we can provide relevant forms and resolutions for the following:
- Resignation of Trustee
- Consent to Act as Trustee
- Appointment of new Trustee
- Removal of Members
- Change of Fund Name
- Wind up Fund
- Binding Death Benefit Nomination Form
Superannuation Fund updates are regularly carried out by our Solicitor and, as such, we can update your Deed to reflect all current legislation. It is recommended that your Superannuation Fund be reviewed every two years and updated at least every four years.
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Changes to Discretionary Trusts
If changes have occurred to Trustees or Beneficiaries of the Trust, 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 Name
- Wind up Trust
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Changes to Unit Trusts
If changes have occurred to Trustees or Unit Holders of the Trust, 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 Name
- Wind up Trust
- Issue of Units
- Transfer of Units
- Conversion of Units
Changes to Land Tax on Trust Deeds in NSW have occurred as a result of a recent court ruling. Many existing Standard Unit Trusts are now deemed to be Specialty Trusts and are therefore not eligible for the $352,000.00 tax-free threshold which exists on Land Tax for Fixed Trusts. We can amend your current Trust Deed to change its status to a Fixed Trust and therefore ensure these tax savings.
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