Discretionary Trust

Discretionary Trust

A Discretionary Trust provides families with a means to distribute profits to family members (beneficiaries). Profits are created from assets such as property, shares etc. that are held in trust for the beneficiaries.

A Trust also requires a second entity known as the Trustee to manage the trust on behalf of the beneficiaries.  The Trustee may be a person or a corporate body (Pty Ltd)

Discretionary Trust have a number of benefits around minimising income tax and asset protection. However, in recent years the tax benefits to children has greatly reduced when considering the cost to establish, manage and ATO reporting.

Discretionary Trust can provide good asset protection for sole traders and companies whereby leasing and hire agreements are established to separate from the trading entity.


Includes the setup, registration, deed of the Discretionary Trust and binder.  

Does not include the setup of separate trustee, ABN and business name registration. See other services for details and pricing

You need to provide:


Included Settlement Sum of $10

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