Trusts

Ordering a Trust Deed

Each individual Trust Deed is prepared by Quinn & Scattini - Solicitors. To ensure that the parties to the Deed receive advice from a qualified person we recommend you consult an Accountant or Lawyer.

How to order

Download the order form (which includes consent forms), complete the required details, have the proposed directors and shareholders sign the consents, and fax or post all forms to us. See the Payment Options page to choose a method of payment.

Not sure about some aspect Go to the FAQ page where answers to most common questions are available.

Still not sure Go to the Contact Us page and send us your query or partial order information.

Prefer to talk to someone Go to the Contact Us page and phone one of our Senior Client Service Officers.

What happens next

Your documentation will be prepared and forwarded to you within the next three business days, complete with comprehensive signing and filing instructions.

What does a standard trust kit include

• fully completed register with spare stationery
• deluxe A4 3 ring binder
• ABN/TFN application kit
• 4 copies of Trust Deed

Types of Trust

Discretionary

Order Form

Often referred to as a ‘Family Trust’. The order form allows you to tailor the classes of beneficiaries to meet your specific requirements.

Unit

Order Form

The entitlement of the beneficiaries is fixed according to the number of units held.

Superannuation Fund

Order Form

Suitable for use as a Self Managed Fund.