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TRUSTS AND AMENDMENTS

Topdocs trusts and amendments Developed by our in-house legal experts, Topdocs provides a range of quality trust establishment documents to cater for a range of structures. These documents are complemented with a range of Trust review and amendment services to provide you with a complete solution for your Trust needs.


In addition to our extensive range of Trust documents, review and amendment services, the expert lawyers at Topdocs Legal are on hand to provide any legal advice and support you require through the process.

QUALITY TRUST DOCUMENTATION

Topdocs is renowned for the quality of our documents. Meticulously developed and maintained by our in-house legal experts, our Trust documents are always up-to-date and provide the best strategic provisions. Our Trust establishment documents include:

ORDER YOUR CORPORATE TRUSTEE AT THE SAME TIME

Ordering your Trust online is easy using the Topdocs Document Portal. You simply work through a series of questions to provide the information required to populate the documents.

Where required, you can order a corporate trustee when setting up your Trust on the same order form, saving you time and duplicate data entry.

OUR TRUST REVIEW SERVICES

Topdocs, in conjunction with Topdocs Legal, provides two types of review services for your Discretionary, Unit and Hybrid Trust Deeds:


Both review services involve a comprehensive evaluation or assessment by testing the deed against a number of scenarios. Based on the outcome of the review process, a detailed report of any recommended amendments required for the deed is provided. The recommendation report outlines why the amendment has been proposed and the priority (high, medium or low) of the amendment. We also include a tailored quote that outlines the associated costs to have the amendments implemented by Topdocs.

AMENDING A TRUST

Amending a Unit, Discretionary or Hybrid trust deed should be overseen by an expert which is why Topdocs works with in-house lawyers Topdocs Legal Pty Ltd to prepare our income streaming trust amendments.

Topdocs' Bamford (income streaming) trust deed amendments are individually tailored. Our specialist Trust lawyer individually reviews the current terms of the Trust Deed thoroughly before preparing your income streaming amendment. We then amend the terms of the Trust Deed in a manner that is consistent with the existing provisions and terminology of the Trust. This ensures your amendment does not create any conflicting provisions in the Trust Deed. You can learn more about our Bamford Trust Deed Amendment service here

Should you have any queries or require more information regarding our trusts, trust review or trust deed amendment solutions, please contact the team at Topdocs on 1300 659 242.