Discretionary Trust Establishment

$385.00

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.