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