Complex change of trustee(s) / member(s)

Price: $POA

This service requires legal advice and tailoring.  Quoted fees for client acceptance will vary based on the complexity of the advice and/or documentation required.

Changing the trustee of a trust can be complicated by various issues such as the validity/clarity of the trust’s existing deed and governing rules, or dispute and/or death of a trustee or member. We advise in changing the trustee when the circumstances are complex, and also facilitate a change in membership of the fund at the same time, should it be required.

What's included:

  • letter of advice
  • deed of change of trustee
  • written resolution of new trustee
  • written resolution of retiring trustee
  • consent forms for the relevant consenting party (trustee, appointor, member etc) (if required)
  • appointing a trustee or director FAQ
  • relevant ATO forms
  • documents effecting membership changes (if required)

For more information, please fill out our no obligation enquiry tab and we will be pleased to contact you shortly, or call 02 8296 6266 for immediate assistance.