Individual Trustee Services…
Corporate Trustee Services…
Trust
Discretionary Trust | Unit Trust | Fixed Trust
| Plan | Individual Trustee | Corporate Trustee |
|---|---|---|
| Setup only |
From $815 |
From $1,215 |
| Monthly Plan | $300 ex. GST per month | $415 ex. GST per month |
| Plan includes | • Full Trust set-up either Discretionary Trust, Unit Trust or Fixed Trust • Trust Paperwork (Trust Deed, Settlement Fund, Stamping) | • Full Trust set-up either Discretionary Trust, Unit Trust or Fixed Trust • Trust Paperwork (Trust Deed, Settlement Fund, Stamping) |
| Additional | Stamp duty with all states charged at cost (NSW: $750, VIC: $200, NT: $20, QLD. SA, TAS. NT. ACT. WA: $0) | Stamp duty with all states charged at cost (NSW: $750, VIC: $200, NT: $20, QLD. SA, TAS. NT. ACT. WA: $0) |
| Optional add-ons | • Trust Tax Return for $1,500 ex.GST /year per trust • Discretionary Trust Compliance for $300 /year per trust • Extra copy of original Trust deed for $20 | • Trust Tax Return for $1,500 /year per trust • Discretionary Trust Compliance for $300 /year per trust • Extra copy of original Trust deed for $20 |
| Note | * The price does not include any Government/ASIC fees – they’ll need to be paid separately | * The price does not include any Government/ASIC fees – they’ll need to be paid separately |
| Minimum Term | 6 months | 6 months |
| Select | When placing your order, select either Discretionary Trust, Unit Trust or Fixed Trust | When placing your order, select either Discretionary Trust, Unit Trust or Fixed Trust |
