Setting up a Family Trust/ Discretionary Trust is a decision that many Australian families make in order to either protect their assets or stream income towards a particular family member. Setting up a trust can be a complicated process, and we have therefore put together a series of documents and know-how articles that allow you, or your accountant, to set up your trust in a cost effective and efficient manner.

Central to setting up a Family Trust/ Discretionary Trust is the Trust Deed. LegalVision provides a complete customised Family Trust Deed/ Discretionary Trust Deed which is suitable for nearly all types of trusts. We also provide the necessary ancillary documents, such as the Application for Units and Memorandum of Wishes which enable you to go through the necessary steps to properly set up your trust.

The process of setting up a trust can be complicated, and all of our documents are therefore designed to be used by bothdirect clients and accountants/ lawyers.

Get in Touch

Fill out the form below and a LegalVision team member will be in touch shortly!

  • By submitting this form, you agree to receive emails from LegalVision and can unsubscribe at any time. See our full Privacy Policy.
  • This field is for validation purposes and should be left unchanged.
Our Awards
  • 2019 Top 25 Startups - LinkedIn 2019 Top 25 Startups - LinkedIn
  • 2019 NewLaw Firm of the Year - Australian Law Awards 2019 NewLaw Firm of the Year - Australian Law Awards
  • 2020 Fastest Growing Law Firm - Financial Times APAC 500 2020 Fastest Growing Law Firm - Financial Times APAC 500
  • 2020 AFR Fast 100 List - Australian Financial Review 2020 AFR Fast 100 List - Australian Financial Review
  • 2020 Law Firm of the Year Finalist - Australasian Law Awards 2020 Law Firm of the Year Finalist - Australasian Law Awards
  • Most Innovative Law Firm - 2019 Australasian Lawyer 2019 Most Innovative Firm - Australasian Lawyer
Privacy Policy Snapshot

We collect and store information about you. Let us explain why we do this.

What information do you collect?

We collect a range of data about you, including your contact details, legal issues and data on how you use our website.

How do you collect information?

We collect information over the phone, by email and through our website.

What do you do with this information?

We store and use your information to deliver you better legal services. This mostly involves communicating with you, marketing to you and occasionally sharing your information with our partners.

How do I contact you?

You can always see what data you’ve stored with us.

Questions, comments or complaints? Reach out on 1300 544 755 or email us at info@legalvision.com.au

View Privacy Policy