Fact Finders
Trusts
Note: for information on Testamentary Trusts, see the Document Fact Finders in the Estate Planning section.
Document |
Document Fact Finder(FF)
|
Minimum Cost
|
| Family trust Deed & ancillary documents |
FF: Family trust PS: Family trust |
$385 |
| Family trust income tax definition amendment |
FF: Family trust income PS: Family trust |
|
| Fixed unit trust Deed & ancillary documents |
FF: Unit trust - fixed PS: Unit trust - fixed & hybrid |
$495 |
| Non-fixed unit trust Deed & ancillary documents |
PS: Unit trusts - fixed & hybrid | $990 + consultation |
| Hybrid trust Deed with voting units only and ancillary documents |
FF: Hybrid unit trust PS: Unit trusts - fixed & hybrid |
$770 |
| Hybrid trust Deed with income and voting units & ancillary documents |
$990 | |
| Hybrid trust Deed with capital and voting units & ancillary documents |
FF: Hybrid unit trust PS: Unit trusts - fixed & hybrid |
$990 |
|
Sole Purpose Insurance Bond |
FF: Sole purpose insurance bond PS: Types of trusts established by Deed |
$495 |
| Capital reserved trust Deed & ancillary documents |
FF: Capital reserved trust PS: Types of trusts established by Deed |
$990 + consultation |
| Victorian farm transfer trust Deed & ancillary documents |
FF: Farm transfer trust PS: Farm transfer trust |
$990 + consultation |
| Review of succession clauses in family trust Deed |
FF: Family trust PS: Family trust |
$330 |
| Preparation of a written full review of a family trust Deed (for existing family trust Deeds) |
FF: Family trust PS: Family trust |
Hourly rates |
| Amendments to existing family trust Deeds dealing with trustee powers, eg to deal with future control |
PS: Family trust | Hourly rates |
| Change of trustee for any of the above trust Deeds |
PS: Family trust | $330 |
| Deed of restatement for family trust (lost trust Deed) |
Hourly rates | |
| Declaration of absolute entitlement ("bare") trust |
FF: Absolute Entitlement trust | Hourly rates |
| Other tailored trust Deeds and specific drafting |
Hourly rates | |
| Review of existing or draft trust Deeds |
Hourly rates | |
| General consulting & advice | Hourly rates |
We emphasise that the mere preparation of a suitable trust Deed will not necessarily result in achievement of a person's estate planning goals, eg protection of assets from creditors.
Document |
Document Fact Finder(FF)
|
Minimum Cost
|
| Special disability trust Deed & ancillary documents |
FF: Special disability Deed |
$495 + consultation |
| All needs protective trust Deed & ancillary documents |
FF: All needs protective Deed trust PS: Vulnerable beneficiaries |
$990 + consultation |
| Child support (maintenance) trust Deed & ancillary documents |
$1,650 + consultation |
|
| Estate proceeds trust Deed & ancillary documents |
FF: Death benefit proceeds trusts PS: Estate proceeds trust |
$1,650 + consultation |
| Superannuation death benefits trust Deed & ancillary documents |
FF: Death benefit proceeds trusts PS: Superannuation death benefits trusts |
$1,650 + consultation |
| Insurance funded death benefits trust Deed & ancillary documents |
FF: Death benefit proceeds trusts PS: Estate proceeds trust |
$1,650 + consultation |
|
Employer funded death benefits |
$1,650 + |
|
| Change of trustee for any of the above trust Deeds |
$330 | |
| General consulting and advice | Hourly rates |
With respect to the child support, superannuation death benefits and estate proceeds trust Deeds in particular, we emphasise that the mere preparation of a suitable trust Deed will not necessarily result in the trustee generating concessionally taxed trust income. Specific advice should be sought from either Moores Legal or another advisor practising in this area to ensure the arrangements surrounding the establishment of such trusts complies with the legislation in place at the time. In addition, it is often necessary to prepare documentation in addition to the trust deed in order to put all necessary arrangements into place