from $726 (inc GST) for email version

All Specialty Trust Deeds are prepared on an individual basis but samples can be provided.

  1.  Confirmatory Trust Deed

Where original Trust Deed documents are irrevocably lost, but a Deed is now required. A Confirmatory Trust Deed confirms the existence of a previously declared Trust and provides a standard set of clauses under which the Trust can operate. This is accompanied by a set of Statutory Declarations to be completed by the Trustees. Stamp Duty is not payable as no new Trust is declared.

This is available for both Family and Unit Trusts. 

 2.  Charitable Trust Deed

A Charitable Trust is set up with a charitable cause as the beneficiary rather than specific persons. All distributions from the Trust must be paid for the benefit of the nominated cause.

These are available as either:

  • A Public Fund Charitable Trust, designed to receive funds from the public for a specific cause. These Charitable Trusts are eligible to apply for Deductible Gift Recipient (DGR) status and receive the corresponding Tax concessions, or
  • A Private Fund Charitable Trust (or Foundation), designed to receive private funds to be contributed to and existing Charity or Charities that in turn may have DGR Status.

 3. Will and Testamentary Trust Deed

This type of Will and Trust combination is used where a Testator wishes to establish a basic Will to pay the bulk of their Estate into a Trust for the benefit of any or all of their dependents or Beneficiaries. The Will section allows for basic bequests and divisions prior to paying the bulk of the Estate to the Trust.

These are often set up as Joint Testamentary Trusts where the death of, for example, both spouses is required for the Trust to be Established.

 4. Child Maintenance Trust Deed

This is a specific Trust set up as the result of a court order. A Trust is established for the dependents of a Bona Fide domestic relationship where a separation occurs. In general, the dependents will be the children of the relationship and the specific court order is documented on the schedule of the Deed.

What is included in the Specialty Trust Deed Package?
01 Trust Register

Deed of Confirmation of Trust

  • A4 binder (white or grey)
  • 4 bound copies of trust
  • Instruction sheet
  • Statutory Declaration

Charitable Trust Deed

  • A4 binder (white or grey)
  • 4 bound copies of trust
  • Instruction sheet
  • Stamping instructions
  • Statutory Declaration

Testamentary Trust Deed

  • A4 binder (white or grey)
  • 4 bound copies of trust
  • Will
  • Instruction sheet
  • Stamping instructions
  • Statutory Declaration

Child Maintenance Trust Deed

  • A4 binder (white or grey)
  • 4 bound copies of trust
  • Instruction sheet
  • Stamping instructions
  • Statutory Declaration
How long does it take to establish a Specialty Trust Deed?

As these Trust Deeds are prepared personally by our solicitor to meet your individual needs, depending on the complexity of your needs these orders can take up to 2 weeks to finalise.

How to Order

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