Trusts & Super Funds

What You Get With a Discretionary Trust – US$200 (A$250)  

Trust Deed Document - sample is available upon request.
Minutes of Meetings (For Corporate Trustees)
Deed Explanation Document

What You Get With a Family Trust– US$200 (A$250)  

Trust Deed Document  - sample is available upon request.
Minutes of Meeting (For Corporate Trustees)
Deed Explanation Document

What You Get With a Self Managed Superannuation Fund – US$200 (A$250)  

(Low taxation fully sanctioned by the government.)

Superannuation Deed Document  - sample is available upon request.
Applications For Membership
Consent to Act as a Trustee
Trustee Responsibilities Document
Trustee Minutes (Corporate Trustees only)

Other professionals regard Australian Self Managed Super Funds to be a "tax Haven" by legislation, rather than jurisdiction. Currently overseas residents in such a fund must not reach 50% or more of the beneficiaries, thus presenting a limited opportunity - ask for details.

For clients outside of Australia we also provide the tax efficient package of an offshore Trust with New Zealand Trustee company at a cost from US$750 (A$1,000) including some extras. Ask for details.