Discretionary (Family) Trust Products
Solicitor-drafted discretionary family trust establishments, foreign beneficiary surcharge variations, and appointor succession documentation.
Standard trust deeds that fail to irrevocably exclude foreign persons trigger immediate land tax and stamp duty surcharges under NSW, Victorian, and Queensland state revenue laws. T Legal trust variations are custom-drafted to secure state revenue exemptions.
New Discretionary (Family) Trust Establishment
Modern family discretionary trust deed engineered for asset protection, tax efficiency, and succession control.
- Solicitor-Drafted Discretionary Trust Deed
- Comprehensive Foreign Beneficiary Surcharge Exclusion Clauses
- Settlor Resolution and Initial Settlement Sum Confirmation
- Minutes of Trustee Accepting Trust and Terms
- State Revenue Office Stamping Processing
Deed of Variation - Appointor Succession & Transition
Update, replace, or establish cascading successor appointor provisions to ensure seamless intergenerational wealth transfer.
- Deed of Variation of Appointor
- Appointor Resignation & Acceptance Instruments
- Trustee Minutes Confirming Variation Authority
- Compliance check against original trust power of amendment
Deed of Variation - Foreign Beneficiary Exclusion
Irrevocable deed variation excluding foreign persons to eliminate punitive state land tax and stamp duty surcharges.
- Deed of Irrevocable Variation
- Compliant with NSW (Duties Act 1997 s104JA) and VIC (Duties Act 2000)
- Trustee Resolutions and SRO Notification Guidance