Discretionary Trusts

 What are discretionary trusts?

Discretionary trusts (which are also often called family trusts) are a commonly used vehicle to hold business, property or other investment assets.  When discretionary trusts are used correctly, they offer a high level of asset protection and taxation flexibility.

There are a number of ways in which a discretionary trust can be established.  In most circumstances, we recommend that a properly prepared discretionary trust deed be used.

 Why use Ballantyne Law Group to prepare your discretionary trust deed?

  • All discretionary trust deeds provided by Ballantyne Law Group are prepared by a fully qualified solicitor experienced in structuring and commercial law.
  • Our deeds are bespoke – your instructions are reviewed by a lawyer and the document is drafted and considered by a lawyer, rather than an ‘off the shelf’ document prepared with little to know human interaction.
  • For a reduced price, you can receive the documentation electronically only, which allows you the flexibility to print and execute the documents at your convenience.
  • Our professional team is available to respond to your (or your professional advisors) queries in relation to the documents.
  • We generally  turn around discretionary trust deeds within one business day of receiving an order.

 What are your costs to prepare a discretionary trust deed?

Standard discretionary trust deed and ancillary documents (no legal advice)- printed and bound

Price: $550.00

(including GST)

Standard discretionary trust deed and ancillary documents (no legal advice)- emailed only

Price: $440.00

(including GST)

For non-standard discretionary trusts or where you require legal advice accompanying a trust deed, please contact our office for a fee estimate.

 How do I order a discretionary trust from Ballantyne Law Group?

Please print, complete and return this form to our office.