Discretionary trust establishment

Product type: Legal service | tailored documentation

Discretionary trusts  allow their potential beneficiaries to control assets without actually owning the assets - very useful for asset protection purposes.

By being able to spread income among the beneficiaries a Discretionary trust allows the flexibility to ensure the full marginal tax rates of various beneficiares can be utilised. 

Fixed entitlement structures like companies and unit trusts may not necessarily offer this flexibility.

Documentation includes:

• deed
• complete instructions
• consents 
• minutes
• draft letter to Stamping Authority

For more information or assistance please call 02 8296 6266 or make an enquiry