Exclude Foreign Beneficiaries

We are pleased to add a Family Trust Deed that excludes Foreign Beneficiaries to our product suite.

Excluding Foreign Beneficiaries: In response to changes in the law, we are pleased to add a Family Trust Deed that excludes Foreign Beneficiaries to our product suite. The Deed is available to order online or can be ordered by contacting our This email address is being protected from spambots. You need JavaScript enabled to view it. or phone 1800 226 735. We are also able to provide amendments to existing deeds so that Foreign Beneficiaries are excluded.

Streamlined Trust Deeds: Patricia Holdings is committed to continually improving our documents and in conjunction with NJR Corporate Lawyers we have significantly streamlined and simplified our Family Trusts, Standard Unit Trust, Multi-Class Unit Trust and Hybrid Unit Trust. Our Deeds remain legally sound and have been signed-off by our corporate law experts.

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FY2023 Important Information Update

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Important FY2023 information update:
- FY2023 Fee Changes
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Director ID Assistance and ASIC Fees Reform

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From the experience of applying for our own director ID’s, we would like to offer you our new service; applying for your director ID with Patricia Holdings, to save you time & unnecessary frustration!

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Update on Director IDs

Update on Director IDs

We have previously notified you of the government’s Modernising Business Registers (MBR) program and the introduction of the Director ID. Steps have now been made to merge the ASIC and ATO systems and as of 1 November 2021, the Director ID will be live.

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