How it works

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Our system instantly automatically generates a legal Deed and all required documents to create various Trusts and instantly emails them to you.

By using our online system you can build a Discretionary, Unit or Fixed Unit Trust Deeds in less then 20 minutes and receive instant email of all the required documents

Click on Trust below to read detail on what documents are included in our email package.


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Features of the various Trusts

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There are many types of trusts and at times tax advisors and trustees are faced with a situation where it is difficult to decide which structure will be best for the transaction. Below we have summarized the features of the various trusts that can assist you to decide a suitable structure.

Features of our Trust Deeds Discretionary Trust Unit Trust Fixed Unit Trust
Trustee has discretion to distribute profits x x
Trustee has discretion to distribute capital x x
Entitlement of Unit Holder (beneficiary) to income is fixed x
Entitlement of Unit Holder (beneficiary) to capital is fixed x
Unit holder (beneficiary) can force Trustee to dissolve the trust x x
Trust is entitled to avail NSW Land Tax threshold x x
Unit Holder can force the trustee to call a meeting with 2/3rd unit holding x x
Trustee can carry forward Income after paying tax x
Trustee can carry forward loss
Trustee can distribute loss to Unit Holders (beneficiaries) x x x
Trust have a perpetuity period (Not Applicable in SA)
Beneficiary’s interest in the trust is represented through the units held x
Suitable for more than one family group x
Allowability of interest on money borrowed to invest in the trust x
Introduction of more beneficiaries Might lead to resettlement of trust Can be done through issue of fresh units or transfer of units Can be done through issue of fresh units or transfer of units
Redemption of units NA At the discretion of trustee Unit holder can demand the redemption
Beneficiary’s interest classified as property x
Degree of asset protection High Low Low
Potential to include huge range of beneficiaries as class beneficiaries even future spouses and unborn children x x

Subject to other conditions



How It Works

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The process to build 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 trust deeds & 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 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

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Our trust deeds

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