Trust Set Up


We provide services to all types of trusts set up, including Discretionary (Family) Trust, Unit Trust - fixed, Unit Trust - non fixed and Hybrid trust.

Discretionary (Family) Trust is our most popular trust. In the following paragraphs, we will discuss the set up FAQs for the trust in detail. Should you wish to discuss the set up of other type of trusts, you are more than welcome to contact our office. All types of trusts have the same price structure.


How much does the Discretionary (Family) Trust set up package cost?

Individual trustee(s) -

Our fee is $550 (GST inclusive) along with tax advice in regards to trust set up.

If you require a trust in which the beneficiaries have a fixed interest in the income or other trust property, or where the class of eligible beneficiaries is restricted (say, to only blood relatives of the named beneficiaries), then you must seek legal advice. Please let us know if you have this requirement when discuss with us.

Corporate trustee -

In addition to the fee quoted above, we will charge you company set up fee of $774.00 (GST inclusive) which includes $444 (no GST to be charged) mandatory ASIC lodgement fee that we will pay to ASIC on your behalf.

Please note that all the documents are in electronic format. If you require hard copy, we will arrange printing, binding and mail post them to you for an extra $55.00 per document package.


What documents are included in the Discretionary (Family) Trust package?

How it works?

  1. We request the necessary information from you.
  2. If you/we are satisfied with all the information provided, you will need to make the full payment to us via Paypal, credit card or direct deposit.
  3. We submit the application form once we receive the payment.
  4. You will receive the trust deed documents in electronic format within 3 working days. TFN and ABN (if needed) are to be received within the next few days if not generated from the ATO system immediately.
  5. You print and ask the appropriate people, including trustee(s), settlor, appointer (if named) to sign on the trust deed, declarations of consent, members application form and other documents. These documents are only for you to keep with other records of your trust.

What information do I need to supply to set up the trust and register ABN, TFN, GST and PAYG Withholding with ATO?

You will have to provide the following details:

Is your trust deed compliant with the High Court's decision in Bamford's case?

Yes, our trust deed is up to date. It is compliant with the High Court's decision in Bamford's case and related ATO rulings.