The establishment and effective management of Trusts can protect and enhance the wealth and assets of a business or individual. Trusts not only have tax benefits, they also provide greater control and certainty to manage and pass on family assets from one generation to another.
If you are a Lawyer, Accountant, Financial Advisor or other professional, you want to ensure your client’s Trust documents are of the highest standard. ACTS Trust documents are drafted by experienced lawyers with specialist experience in Trust Law.
Discretionary Trusts (Family Trust)
Discretionary Trusts are one of the most used forms of trusts within Australia. Discretionary Trusts can be used for:
Operating a business where the owners have a common interest
To buy and hold investments, including property
Asset protection
Further information: Explanation of a Discretionary Trust
What you will receive
Trust Deed* x 3
Trustee minute/resolution (if applicable)
*ACTS will arrange for the Trust Deed to be stamped in Victoria. If the trust is established in a jurisdiction outside of Victoria, ACTS are unable to arrange for stamping of the Trust Deed.
A Discretionary Trust excluding stamp duty costs $330 inc. GST
A Discretionary Trust including stamping in Victoria costs $530 inc. GST
Unit Trusts
Unit Trusts outline the purpose of the trust, the rights and obligations of the trustees and unit holder(s), powers of the trustee, and identifies various parties such as initial unit holder(s) & Trustee(s).
What you will receive:
Unit trust* x 3
Trustee minute/resolution (if applicable)
Unit certificate(s)
*ACTS will arrange for the Trust Deed to be stamped in Victoria. If the trust is established in a jurisdiction outside of Victoria, ACTS are unable to arrange for stamping of the Trust Deed.
A Unit trust excluding stamp duty costs $330 inc. GST
A Unit trust including stamping in Victoria costs $530 inc. GST