Patricia Holdings provides an extensive range of Trust Secretarial services to assist you to ensure your Trust Deed documents are up to date and changes are recorded properly. 

If you need to document a change that isn't outlined below, please contact us to see how we might be able to help.

Our Trust Secretarial services:

Family Trust Secretarial

from$176

If changes have occurred to Trustees or Beneficiaries of a Family 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
  • Foreign Beneficiary Exlcusion Amendment

Unit Trust Secretarial

from$176

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

SMSF Secretarial

from$176

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)
  • SMSF Pension Commutation

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).

On behalf of the Patricia Holdings Team, we'd like to extend our best wishes to you and your family for a very Merry Christmas and a Happy New Year filled with health, wealth and love!

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