Cleardocs

Discretionary (Family) Trust

Set up an Australian Family Trust with Cleardocs 24/7, fast. Settlors, trustees, appointors and beneficiaries - we guide you online through the set-up process.

Use Cleardocs to create all the documents you need to set up a Discretionary Trust (also known as a Family Trust). Cleardocs can also arrange your trust's ABN, TFN and GST registrations. In a Discretionary Trust, the trustee has discretion to pay beneficiaries any amount of the trust income or capital that the trustee believes is appropriate.

Resources

Information Checklist (.pdf)

Sample Document (.pdf)

Client Letter (.doc)

General Product Information

Frequently Asked Legal Questions

This master document is prepared by Maddocks

$148.50

incl. GST, ASIC Registrations, something else

BUY NOW

Cleardocs fee (GST Incld.)	$231.00
ASIC fee Company lodgement	$488.00
ASIC fee (1 year)  Business name registration	$36.00

Benefits & Options

Optional printing, binding and delivery - $55

Certificate Optional stamping service in Victoria for $55.00 plus government fees.

Legal Sign-off The master documents are written in plain language and are signed-off by our lawyers at Maddocks.

Includes automatic registration with ASIC , and including the ASIC fee of $479.00.

Securely stored and managed online

No sign up or ongoing fees

What documents are included in the Cleardocs package?

The Discretionary (Family) Trust package includes:

the Discretionary Trust Deed;
Consent to act as Trustee (and related minutes if the trustee is a company);
Written confirmation of ABN registration (optional extra) received direct from the Australian Business Register;
an Establishment Kit explaining what to do next.

the Discretionary Trust Deed;
Consent to act as Trustee (and related minutes if the trustee is a company);
Written confirmation of ABN registration (optional extra) received direct from the Australian Business Register;
an Establishment Kit explaining what to do next.

Get started

Discretionary (Family) Trust

$148.50

incl. GST, ASIC Registrations,
something else

BUY NOW

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$148.50

Benefits & Options

Product Answers

What documents are included in the Cleardocs package?

What information do you need to order a Discretionary (Family) Trust through Cleardocs?

What is a "Family Trust" in Australia?

The Discretionary Trust Deed

Information about the settlor

Information about the trustee

Trust income — distributions and income tax

Discretionary (Family) Trust elections — a word from the ATO on income distributions

Cleardocs Discretionary Trust Minutes Package — keeping proper records

Cleardocs stamping service — Victoria

Seek legal advice

What documents are included in the Cleardocs package?

What information do you need to order a Discretionary (Family) Trust through Cleardocs?

What is a "Family Trust" in Australia?

The Discretionary Trust Deed

Information about the settlor

Get started

Discretionary (Family) Trust

$148.50

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