How it works

Discretionary Trust Deed

Information - Discretionary Trust Deed - Cost $125 Incl. GST
$110 Incl. GST If bundled with Corporate Trustee

Our system instantly automatically generates a legal Deed and all required documents to create your Discretionary Trust and instantly emails them to you.

By using our online system you can build a Discretionary Trust Deed in less than 20 minutes and receive instant email of

  • Trust Deed of your Discretionary Trust prepared by a specialist law firm: Batallion Legal.
  • All related legal documents such as, Consents for Individual trustees or consent of Directors of the trustee company to act as trustees of the Trust, Minutes of Trustees to set up the discretionary trust etc.
  • Instruction sheet on what to do next to ensure that the trust deed is set up legally, that is, how to open bank accounts, share broker accounts; how to apply for Tax File Number & Australian Business Number; how to get the deed stamped
  • Our guidance notes on how discretionary trust works including some tax benefits prepared by a CPA firm and Registered Tax Agents who have over two decades of experience in setting up tax structures for clients.
Money back guarantee:
if you do not like our legal documents for any reason we will be happy to return our fees without asking any questions.

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Our Package Includes

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The email delivery includes:

  • Trust Deed of your Discretionary Trust Deed
  • Consents for Individual trustees or consent of Directors of the trustee company to act as trustees of Discretionary Trust
  • Minutes between Settlor / Trustees to set up the discretionary trust deed
  • Instruction sheet on
    • how to open bank accounts;
    • broker accounts;
    • apply for Tax File Number Australian Business Number;
    • how to get the trust deed stamped and;
    • Notes on features of trust deed including tax benefits and
    • “What to do next”.


Our Discretionary Trust Deed and Documents

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Our Discretionary Trust Deed and legal documents are written by Batallion Legal; providers of the most technically robust trust deeds - a niche, multicultural, corporate and commercial law firm, with specialist expertise in tax and superannuation. Our deeds and other related documents:

  • Are written in plain English and are easy and simple to read;
  • Rules are always up-to-date as they are constantly reviewed and updated as Government requirements change;
  • Satisfy to the relevant criteria to be considered as a discretionary trust, namely, the persons who are beneficiaries of the trust hold no powers and the trustee controls the trust;
  • Trustee can either be a company or individuals. Trustee has full discretion to distribute any class of income or capital of the trust fund to any beneficiary or to any class of beneficiary (individuals, companies, partnerships or charity) in any proportion it decides;
  • Time is not wasted searching for lost deeds, Users (advisors and trustees) have online access to their trust deeds on our innovative Document Manager, 24/7 from anywhere;

To purchase anything from our website you have to register with us - registration is free Click here to register



How Discretionary Trusts Work?

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Click here, If you want to know all features of our Discretionary trust deed and know how Family Discretionary Trusts work.

Click here to read why you should use us.

If discretionary trust is not suitable to your requirements:

Click here to read why you should use our unit trust deed.

Click here to read why you should use our fixed unit trust deed.

Our unique electronic registration technology means we can offer the fastest service possible at a very reasonable price

To purchase anything from our website you have to register with us - registration is free Click here to register



Some of the benefits of using our system are:

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No need to buy Discretionary Trust Deed from traditional "shelf company formation" providers, you can create your own Trust Deed from specialists, instantly with us:

  • For advisors, clients can sign all necessary legal documents whilst they wait, instead of second appointments for executing documents.
  • Our fee is only $125 (Incl. GST)! By using our system you save time, energy and money for yourself and your clients.
  • We can also print (optional) & professionally bind in a deluxe indexed binder and express deliver anywhere in Australia to your nominated address for an additional fee of $55 (Incl. GST). ( Click here for more information)
  • You can manage all your legal documents on our smart document retrieval system. All documents are stored on our website for ever, secured by your user name and password, for future downloads

To purchase anything from our website you have to register with us - registration is free Click here to register



How It Works

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The process to build Discretionary Trust Deed, takes less then 20 minutes

  • After you register with us, you simply log on to your secured area (protected by your user name and password) on our website, all Discretionary trust deed & legal documents are created and personalized with answers from you to our online cleverly designed easy questions.
  • All questions come with clues to answers and explanations. At completion of all questions, you confirm answers to all questions and pay us by credit card or EFT or by cheque.
  • We instantly email your newly formed tailored Discretionary Trust Deed after payment and other related documents and instruction sheet for your needs, any time of day and any day.
  • We store your trust deed (password protected) on our website for you to download from anywhere 24/7 from our innovative document manager.

To purchase anything from our website you have to register with us - registration is free Click here to register

Should you want a special trust deed were the trustee can appoint only bloodline beneficiaries or where trustee can distribute to beneficiaries with certain restriction or a trust deed for a charitable purpose only, please contact us, we can arrange this special deed drafted by Batallion legal at a reasonable price.

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More Information

Our trust deeds

We will arrange for you to speak with Batallion Legal, free of charge

Specific legal advice

Batallion Legal will charge for this service.
Please visit http://www.batallion.com.au

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