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Discretionary (Family) Trust
Adviser Price: Instant Download $159 | Topdocs Full Service $252
Retail Price: Instant Download $187 | Topdocs Full Service $297
Dealer Groups, SMSF Administrators and Resellers: - Call us on 1300 659 242 for special pricing
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The Topdocs Discretionary Trust has been carefully reviewed and updated to facilitate a number of effective tax management and estate planning strategies. It contains appropriate (Bamford) income streaming provisions, flexible Appointor options, allows for a very wide range of Beneficiaries, and is drafted to minimise Stamp Duty risks relating to certain States and Territories. View the Key Features of the Topdocs Discretionary Trust
Everything you need to Establish your Trust
The Topdocs Discretionary Trust package provides your clients with all required documents to commence the Trust, as well as important information regarding the stamping of their documents, and their responsibilities in maintaining the Trust. All this is provided to you in a professional leather look binder if you order Full Service.
Trusts drafted state by state
Topdocs Discretionary Trusts are drafted on a state by state basis, ensuring the relevant perpetuity period applies to your client’s trust.
Order your Discretionary Trust Online and download your documents instantly
Order your Discretionary Trust online and you will have the option to download your fully tailored documents instantly. Instant download documents are also available at discounted prices.
Register for online ordering access
You can also order your Discretionary Trust as full service in which case we will print and bind your documents for you. Full service orders can be made online as above (selecting Full Service as the delivery option) or via email or fax.
Go to the order form page