Companies | trusts

Drafted specifically to ensure flexibility and effectiveness for both standard and special purpose structures, one-director, or conversion to a special purpose company – This pack provides all the documents a company needs to replace its current constitution.

Our company constitution has been drafted to ensure flexibility and effectiveness for both standard and special purpose structures and can be used for a variety of purposes including for appointment as the corporate trustee of an SMSF or trust.

Discretionary trusts allow beneficiaries to control assets without actually owning the assets – very useful for asset protection purposes. For all the documents you need to set up a new discretionary trust see SUPERCentral.

Hybrid trust set-up can be complicated and there are potential pitfalls which must be avoided. This service includes legal advice and documentation for setting up this up of trust safely.

This trust is divided into classes of units, with each class entitling the unit holder to different rights. Each class of beneficiary is then defined by reference to their relationship with the relevant unit holder. Please use this service, to obtain all the documentation, certificates, and stamping letter to authority required in setting up your unit trust.

This document pack provides the relevant documents to change the name of a trust, whether a family trust, discretionary trust, unit trust, testamentary trusts, or a hybrid trust.

Changing the trustee of a trust is not always simple, as it must be compliant with Federal Regulations and the trust’s deed or governing rules. This service includes a letter of advice and all the resolutions and consents required to ensure that the change of trustee has been validly affected and recorded.

When changing a trustee of a unit trust it is vital that the correct mechanism for changing the trustee contained in the deed is followed to the letter, as if the change of trustee is invalid, all decisions made by the new trustee will also be invalid, including distributions of income. Use this document pack to ensure the change of trustee is validly affected and recorded.

A discretionary trust can be treated as ‘foreign’ for the purposes of surcharge land tax and surcharge duty unless the trust prevents any foreign person from being a potential beneficiary of the trust (i.e. by irrevocably amending its trust deed).

For advice on whether your current discretionary trust deed allows for the requisite trustee discretion and has the flexibility for expenses to be set off against particular classes of income, for example, and to ensure the deed can be amended and how, have it reviewed today.