Trusts

We offer a range of quality Trusts, all of which have flexible deed arrangements, drafted by in-house tax lawyers and externally reviewed by commercial law firms. The deeds are written in plain, easy to understand language and each deed comes with an explanatory guide to help your client.

More information about all our trusts can be found in our guides on the right hand side of each products’ page.

A discretionary trust is commonly called a “family trust.”

This type of trust is very useful for asset protection and tax planning. The trustee of this type of trust has very wide discretions relating to the activities that the trust can engage in, the beneficiaries that can receive income or capital and the tax benefits that are associated with these trusts.

A Pedigree Trust is a type of discretionary trust that retains capital within a blood line.

Although such trusts are often set up in an attempt to protect the trust assets in the case of marriage breakdown, they can also be useful in other situations where the principal setting up the trust wants to ensure that the benefit of the trust property will remain with his or her immediate family.

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.

The assets of the trust are held by the trustee on trust for the unitholders, who generally are entitled to the capital and income of the trust fund in proportion to their holding of units.

More information about all our trusts can be found in our guides on the right hand side of each products’ page.

We can arrange to have the trust deeds stamped in VIC and NSW with the applicable stamp duty for a fee.
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