We can provide you with trust structures that are written in modern, easy to understand language.

We can provide traditional discretionary trust deeds or deeds that have been tailored to meet specific requirements. For example, we offer deeds where the eligible capital beneficiaries are restricted to the initial clients and their direct descendants and our unit trust deed can be flexible to allow discretionary income distribution or ‘fixed’ to ensure compliance with the loss trust and non-arm’s length provisions in the Tax Acts.

Our discretionary trust deeds do not require the trustee to distribute income by 30 June in each year and also address the issues raised in the Bamford decision.

For more details on the different types of trust we offer, please click here.

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Downloadable applications

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