Need help setting up a trust? We've got you covered with range of tips for both discretionary and unit trusts.

How will I receive the trust deed?

We can create trusts almost instantly, with seconds of submission. The trust deed will immediately become available to download from the submission page as soon as it is created.The trust deed will also be emailed through to the account holder in PDF form and is available to download at any time from your account page on our website.

Once you receive the trust deed, it is crucial that the settlor and trustees sign where appropriate. This gives effect to the trust deed. This should be kept with all trust records. You may be required by regulatory authorities (ASIC, ATO) or by banks to provide a copy of the trust schedule to prove the existence of the trust for future transactions. 

This information is of a general nature only and does not constitute professional advice. You must seek professional advice in relation to your particular circumstances before acting.

Updated — Sep 7, 2015

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