Trusts
| Build these Trust Deeds online | Price |
|---|---|
Family Trust |
|
| Family Trust Deed – over 18,000 sold | $385 |
| Family Trust Updates: |
|
| 1. Everything – Deed, Appointor and Trustee (recommended) – includes succession planning |
$1,200 |
| 2. Deed only – streaming, Bamford, trust law & tax |
$495 |
| 3. Appointor only – includes succession planning |
$1,100 |
| 4. Trustee only |
$495 |
| Change Name of the Family Trust | $445 |
| Company – Trustee of a Family Trust – corporate trustee for asset protection & business | $787 |
| Company – Bucket Company – beneficiary of a Family Trust | $787 |
| Annual Distribution Minutes for your Family Trust – sign minutes before 30 June – ring us if you are building 10 or more | $178 |
| Forgive Family Trusts’ UPEs – human forgives money the Family Trust owes (UPEs & loans) | $440 |
| Deed of Gift – to prove the money you put into your Family Trust was a gift (not a loan) | $245 |
| Division 7A Loan Deed – company lends trust money to Family Trust (UPEs & loans) | $165 |
| Loan Agreement – lend money to your Family Trust | $385 |
| Vesting Deed – wind up your old Family Trust (Centrelink compliant) | $440 |
| Training Course on Family Trusts – includes the Family Trust Deed | FREE |
Unit Trust |
|
| Unit Trust Deed – with pre-emptive rights and limited liability for Unitholders | $445 |
| Vesting Deed – to wind up your Unit Trust | $550 |
| Company built to be trustee of a Unit Trust – corporate trustee for asset protection | $787 |
| Change the trustees of your Unit Trust – update the trustees of your Unit Trust | $330 |
| Change the name of your Unit Trust – update the name of your Unit Trust | $330 |
| Unitholders Agreement – the Unitholders agree to follow a set of rules also protects you from litigation | $440 |
Bare & Secret Trusts |
|
| Bare Trusts – often no Stamp Duty or CGT | |
| 1. Acknowledgement of Trust Deed – ‘AFTER the Trustee buys’ | $850 |
| 2. Declaration of Trust BEFORE you buy – ‘secretly buy’ | $675 |
Family Trusts
