Discretionary trust streaming amendment (Bamford)
$330 review discretionary trust deed (SUPERCentral & non-SUPERCentral deeds) | $385 draft deed amendment + letter of advice

This fixed price service includes legal review and tailoring.

Review of the trust deed includes advice on:

  • definitions of 'income' and 'capital'
  • whether the deed has a streaming clause
  • whether that clause is sufficient for the purposes of the legislation
  • whether the trustee is empowered to characterise types of trust receipts
  • whether the deed allows the trustee the discretion not to apply carried forward losses from previous periods
  • whether the deed allows the trustee discretion and flexibility to determine what expenses should be set off against particular classes of income
  • whether the deed can be amended and how.

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