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Family Trust Setup Services

A family trust is a widely used structure for managing assets and income across generations. Setting one up involves precise documentation and registration, all of which must comply with current legal and tax requirements. Our service helps establish your family trust correctly from the start, with a clear structure and all essential documents provided.

We prepare the formal trust deed, arrange the appointments of trustees and beneficiaries, and complete the relevant tax and business registrations. All documentation is delivered electronically, with each item prepared to support the trust’s structure and function.

This service suits individuals or families who have already decided to form a trust and are ready to proceed with the setup.

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What’s Included in Our Family Trust Setup

Trustee Structure Setup

You can choose between individual or corporate trustees. We prepare all related documents and, if needed, register a company with ASIC (additional fees apply).

Tax and Business Registrations

We apply for the Australian Business Number (ABN), Tax File Number (TFN), and Goods and Services Tax (GST), if required.

Family Trust Deed

We prepare a legally valid trust deed that defines the terms of the trust and the role of the trustee.

ATO and ASIC Notifications

We notify the Australian Taxation Office of the trust’s establishment and register the trustee company details with ASIC, where applicable.

Ready to set up your family trust?

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