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Change of Trustee - Trusts - from $309

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PRODUCT INFORMATION

SUITABLE FOR DISCRETIONARY, UNIT AND HYBRID TRUSTS

Topdocs provides you with everything required by your trust’s deed and the Australian Tax Office (ATO) to change the trustee of your discretionary, unit or hybrid trust, including full legal sign off on your prepared documents.

Our team firstly examines your trust deed to determine the specific procedures and documents that have to be prepared to change the trustee of your trust. Then we prepare the relevant resolutions and deed of appointment and retirement of trustee, along with the required documentation to notify the ATO of the new trustee appointment.

We also provide a procedures sheet for your client, outlining their signing and reporting responsibilities.

download Review the Discretionary Trust Change of Trustee order checklist download See the list of documents you will receive
download Review the Unit Trust Change of Trustee order checklist download See the list of documents you will receive
download Review the Hybrid Trust Change of Trustee order checklist download See the list of documents you will receive

LEGAL SIGN OFF ON YOUR DOCUMENTATION

There is more to changing the trustee of a trust than the preparation of a few trustee resolutions. Often there are additional parties required to consent to the trustee change (such as appointors, guardians or unit holders) or particular procedures that have to be met in order for the trustee change to be valid. Essentially, if your trustee change documentation is not prepared correctly, the appointment may be invalid, and consequently, all actions by the new trustee will be under scrutiny.

All change of trustee packages prepared by Topdocs are reviewed and signed off by a specialist lawyer at Topdocs Legal Pty Ltd to ensure your documentation is prepared in line with the specific requirements of your individual trust deed.

WHY ORDER A TOPDOCS CHANGE OF TRUSTEE PACKAGE?

  • Our packages are suitable for Discretionary, Unit and Hybrid Trusts
  • Our change of trustee package can be used for any trust deed, not just the Topdocs trust deed
  • Our package can record a change of trustee as a result of the death of an existing trustee
  • Your documents are individually reviewed and signed off by Topdocs Legal, ensuring all parties and procedures are included to validly change the trustee
  • You receive a comprehensive document package that includes a deed of appointment and retirement of trustee and all required resolutions and notices
  • Easy, online ordering through the Topdocs Document Portal

MORE INFORMATION

You can learn more about the Topdocs Change of Trustee - Trusts documentation in the RELATED INFORMATION tab.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

ORDERING OPTIONS

ORDER ONLINE

Order your document online in three easy steps:

  1. Login or Join the Topdocs Document Portal
  2. Select your document
  3. Follow the prompts and you're done!

 

LOGIN

 

If you haven't used the Topdocs Document Portal before, you can join by clicking on the JOIN FREE button and following the prompts.

ORDER BY FORM

Order your document by completing the form below and returning it to us by email or fax.

Discretionary Trust Change of Trustee order form
Unit Trust Change of Trustee order form
Hybrid Trust Change of Trustee order form

 

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

PRICING

 

ADVISER^
(inc GST)

RETAIL
(inc GST)

INSTANT EMAIL DELIVERY


  • due to the complex nature of this document, it is only available via full service delivery

Not Available


Not Available


FULL SERVICE DELIVERY


  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by express post
  • delivery is generally the next day

$309


 

$363


 

adviser pricing ^ Adviser pricing is available to accountants, financial planners, SMSF specialists and legal practitioners. This pricing is automatically applied when you join Topdocs and sign into the Document Portal to order your documents.

 

YOUR DELIVERY OPTIONS

When you order a document you can select how you would like it delivered to you. Your options are:

FULL SERVICE DELIVERY

  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by express post

 

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

RELATED INFORMATION

MORE INFORMATION

No Additional Information is available for this document.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.