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Trust Vesting (Trust Wind Up) - from $330

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PRODUCT INFORMATION

SUITABLE FOR DISCRETIONARY, UNIT AND HYBRID TRUSTS

If your clients have discretionary, unit or hybrid trusts no longer in use, it may be worth considering vesting the trust to save on administration fees associated with its operation.

Topdocs provides a trust vesting package which provides for winding up of the trust by bringing forward the trust vesting date.

download Review the Trust Vesting order checklist download See the list of documents you will receive

Each trust vesting package prepared by Topdocs is individually signed off by a lawyer at Topdocs Legal Pty Ltd to ensure the requirements of the trust deed have been met in the winding up the trust.

However, as there can tax and duty implications in winding up a trust, you should obtain your own independent legal and accounting advice concerning the consequences prior to the trust vesting.

Please note the Topdocs trust vesting package does not include final distribution minutes of the trust.

WHY ORDER A TOPDOCS TRUST VESTING PACKAGE?

  • Our packages are suitable for discretionary, unit and hybrid trusts
  • Save on the administration fees of running a trust no longer in use
  • Our trust vesting can be used for any trust deed, not just the Topdocs trust deed
  • Your documents are individually reviewed and signed off by Topdocs Legal, ensuring all parties and procedures are included to validly vest the trust
  • You receive a comprehensive document package that includes a deed of vesting and all required resolutions and notices
  • Easy, online ordering through the Topdocs Document Portal

MORE INFORMATION

You can learn more about the Topdocs Trust Vesting 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!

 

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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.

 

 

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

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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

$330


 

$440


 

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 is:

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.