Trust Deeds
NTAA Corporate provides a superior quality, legally prepared Trust Deed in plain, easy to understand language.
Discretionary Trust (ordinary and pedigree)
A discretionary trust, sometimes called a “family trust”, is generally a document conveying title to trust property to the trustee and setting out the purpose for which a trust has been formed, the rights and obligations of the trustee, of the trust's manager and of the trust's beneficiaries. The trust deed imparts the rules within which the trust must operate, dictates its investment guidelines and describes how benefits will accrue to the beneficiaries (such as unit holders) under the trust.
Unit Trusts (ordinary, fixed and non-geared)
A unit trust is a trust in which the trust property is divided into a number of defined shares called units. The beneficiaries subscribe for the units in much the same way as shareholders in a company subscribe for shares.
More information about Unit Trusts
More information about Fixed Unit Trusts
Stamping Service for NSW and Victoria
We can arrange to have the trust deeds stamped with the applicable stamp duty for a fee of $22 (price includes return envelope and GST) in addition to the applicable stamp duty:
- NSW: $500 plus $10 for each stamped counterpart
- VIC: $200
If you would like to take up the service, the executed deeds must be returned to us within 2 months of being executed. Executed deeds received after this time will be returned unstamped.
Payment for the stamping service, including the applicable stamp duty, is to be made to NTAA corporate at the time of placing your order for the trust.
Ordering
To place your order, simply click on your product of choice and complete an order online or download the form and fax it in to us.
| Product | Order Online | Download Form & Fax | |||
|---|---|---|---|---|---|
| Online Price* | Offline Price | ||||
| Discretionary Trust | $143 |  Order Online |
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| Discretionary Trust - with Binder & Tabs | $198 | $275 | Download Form | ||
| Pedigree Trust | $143 | Order Online |
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| Pedigree Trust - with Binder & Tabs | $198 | $275 | Download Form | ||
| Unit Trust | $143 | Order Online |
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| Unit Trust - with Binder & Tabs | $198 | $305 | Download Form | ||
| Fixed Unit Trust | $143 | Order Online |
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| Fixed Unit Trust - with Binder & Tabs | $198 | $305 | Download Form | ||
| Non-Geared Unit Trust | $143 | Order Online |
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| Non-Geared Unit Trust - with Binder & Tabs | $198 | $275 | Download Form | ||
| Trust Amendment - pre-execution change | $95 | Download Form | |||
| Trust Amendment - for established trusts | $350 | Download Form | |||
* Online prices only available to products ordered through online ordering
Prices exclude any applicable stamp duty in your state and include GST where applicable.