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!

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