Family / Discretionary Trust Deed

We’ve developed a market-leading family / discretionary trust deed that will give you the maximum possible flexibility in terms of “streaming” income of different categories (eg, franked dividends, capital gains, etc) to different beneficiaries.

Our cutting-edge family trust deed has been drafted in accordance with the latest guidance laid down by CPA Australia in relation to trust streaming following the pivotal decision of the High Court in Commissioner of Taxation v Phillip Bamford & Ors [2010] HCA 10 and the consequent changes to the tax laws that were introduced in the Tax Laws Amendment (2011 Measures No 5) Act 2011 (Cth).

Document Overview:

1️⃣ Market-leading Family Trust Deed that maximises flexibility.

2️⃣ You can name up to 5 appointors, up to 5 primary beneficiaries and up to 5 initial trustees.

3️⃣ Each initial trustee can be an individual or a company.

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990

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A$

1800

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1800

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