Product services

Service type

e-doc on demand | digital payg | legal review | complimentary general advice    

Company establishment

A company may choose to update its constitution for a number of reasons.  Our  company constitution has been drafted to ensure flexibility and effectiveness for both standard and special purpose structure needs.

$220

We can assist with establishing a new company for a variety of uses, including for appointment as the corporate trustee of an SMSF or trust. Our company constitution has been drafted to ensure flexibility and effectiveness.

$719 soft copy | $796 hard copy | includes $576 ASIC fee

Our company constitution has been drafted to ensure flexibility and effectiveness.

$719 soft copy | $796 hard copy | includes $576 ASIC fee
Property transfer

Please note: Clients should consider whether this document is suitable for use in respect of NSW property as from 1 July 2022 the document may be subject to ‘ad valorem’ duty levied by Revenue NSW.

$192.50 SUPERCentral deed | $385 non-SUPERCentral deed + disbursements
Trusts

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

Discretionary trust establishment $330

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

Discretionary trust establishment $330 | Company establishment $719 soft copy | $796 hard copy | Stamping (if required) $55 administration fee + disbursements

A hybrid trust is part unit trust and part discretionary trust. It combines the flexibility of a discretionary trust with the reliability of a unit trust. this is a bundled product including hybrid trust establishment, company establishment and Stamping.

Hybrid trust establishment $440 | Company establishment $719 soft copy | $796 hard copy | Stamping (if required) $55 administration fee + disbursements

A Service Agreement is suitable for a practice which is operated by an individual professional who wishes to pay their discretionary trust to administer and manage the practice.

$385

A unit trust is established by a settlor gifting the nominal settlement sum to the trustee. The trust is divided into classes of units, each class of beneficiary is then defined by reference to their relationship with the relevant unit holder.

Unit trust establishment - $330

A unit trust is established by a settlor gifting the nominal settlement sum to the trustee. The trust is divided into classes of units, each class of beneficiary is then defined by reference to their relationship with the relevant unit holder.

Unit trust establishment - $330 | Company establishment $719 soft copy | $796 hard copy | Stamping (if required) $55 administration fee + disbursements
Trust amendment

For all the relevant documents to change the name of a trust, whether a family trust, discretionary trust, unit trust, testamentary trust, or a hybrid trust. Note: not suitable for the change of name of a superannuation fund.

$220

When changing a trustee of a discretionary trust it is vital to ensure that the procedure for changing the trustee is followed exactly to the letter. Incoming trustee eligibility, States Duty Acts, and taxation consequences must also be considered.

SUPERCentral prepared trust deed - $330
Non-SUPERCentral trust deed - $440

When changing a trustee of a unit trust it is vital to ensure that the procedure for changing the trustee is followed exactly to the letter. Incoming trustee eligibility, States Duty Acts, and taxation consequences must also be considered.

SUPERCentral prepared trust deed - $330
Non-SUPERCentral trust deed - $440

Trusts that hold or intend to hold residential property in New South Wales, Victoria and Queensland may be liable to surcharge land tax and/or surcharge purchaser duty if any of their beneficiaries qualifies as a 'foreign person', regardless of the specified law of the State set out in the trust deed which governs the trust. The surcharge is in addition to any land tax the trust may already be paying.

$330 SUPERCentral deed | $440 non-SUPERCentral deed

The discretionary trust streaming amendment pack is designed for use when a Discretionary Trust requires amendment.

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

Hybrid trust – exclusion of foreign persons

$550 SC deed | $POA non-SC deed