Discretionary Trust Establishment


Discretionary trusts are still one of the most popular structures for asset protection, tax planning, income smoothing and wealth transfer.  If you choose to operate the business through a discretionary or family trust, we can set up the trust for you.  Click here if you need to set up a company to act as a trustee.

Access all the documentation required to set up your Discretionary Trust:

  • Deed

  • Completion Instructions

  • Consents

  • Minutes

  • Draft letter to the Stamp Authority

You will also receive an Owners Manual to assist in understanding how to use and operate a discretionary trust.

Documents will be available on your My Account page within 3 business days unless otherwise advised.