How To Exclude Foreign Beneficiaries When Setting Up A Family Trust

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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Small Business Champion Awards 2019

Small Business Champion Awards 2019

For a third consecutive year, Patricia Holdings is honoured to have made finalist in the Business Services category at the annual Small Business Champion Awards.

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The Accounting Business Expo 2019

The Accounting Business Expo 2019

The Accounting Business Expo was held on March 20th and 21st 2019 at the ICC Sydney Exhibition Centre Darling Harbour, Sydney bringing together professionals in accounting, bookkeeping and accounting business owners. Patricia Holdings exhibited across the two-day event sharing our 50 years of knowledge in company registration, trust set up and company secretarial services in Australia.

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'Tis The Season

'Tis The Season

Merry Christmas from the Patricia Holdings Team. Our office will be closed from 1pm Monday December 24th 2018 and will re-open on Wednesday January 2nd 2019. During this time, our automated Trust Set Up and Company Registration systems will still be live. To receive couriered documents on Christmas Eve, please place your order by 11am (or it will be delivered to you on 2nd January).

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