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TRUST ESTABLISHMENT, CHANGES & REGISTERY MANAGEMENT

Feel welcome to contact us to book a free 30 minute consultation with our Registered Agent and a qualified Tax Agent to discuss a structure that suits you best, your obligations, your tax requirements and more.

 

We offer Family/Discretionary and Unit Trust Establishments. Trust Deeds are drafted by a third party provider who is a Commercial Lawyer with over 30 years legal experience. We provide ongoing management of the trust register. Fees apply for changes to the register, If you require a trustee company for your trust, please see our company registration page.

 

Discretionary or Unit Trust Setup

Services provided:

  • Setup the Trust;

  • Preparation of Trust Deed;

  • ABN, TFN and GST registrations, if applicable (free);

  • An electronic copy of the Trust Deed;

 

Additional costs:

  • If requested, a hard copy of the Trust Deed in a binder posted to you $150.00 per copy:

  • Deed Stamping, charges vary per state.

Contact Qorporate Services to establish your trust today, we are here to answer any questions and concerns.

If you do not need assistance, please feel welcome to complete the online registration form at the bottom of this page or download a trust order form and email to us. We will have your trust setup within one hour of receiving the order form. If we require further details we will contact you. We will send you the invoice for payment for the trust establishment and payment must be made before we can proceed with the setup.

Unit Transfer(s)

Qorporate Services will prepare and provide you with the following:

  • Unit transfer form(s);

  • Unitholder Minutes of meeting;

  • Unit Certificate(s);

  • Trustee Resolution;

  • Register of unitholder(s).

Additional costs:​

  • A hard copy of the documents mentioned above in a binder posted to you $30.00 per copy

 

Appointment or Removal of Trustee(s) 

Qorporate Services will prepare and provide you with the following:

  • Deed of Amendment of Trustee(s);

  • Trust Minutes of Meeting;

  • Updated Trust Register.

Change/Remove of Beneficiary 

Qorporate Services will prepare and provide you with the following:

  • Deed of Amendment of Beneficiary;

  • Trust Minutes of Meeting;

  • Updated Trust Register.

Disclaimer-Qorporate Services does not provide accounting, financial or legal advice. We do not take responsibility for your legal, taxation or other liabilities which may arise from the work we complete from your instructions. Qorporate Services can refer you to qualified professionals who can help you if you would like advice regarding your tax or legal affairs.

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