Trusts

Build these Trust Deeds online	Price
Family Trust
Family Trust Deed – over 18,000 sold	$385
Family Trust Updates:
1. Everything – Deed, Appointor and Trustee (recommended) – includes succession planning	$1,200
2. Upgrade the Family Trust Deed only – streaming, Bamford, trust law & tax	$512
3. Change the Appointor – includes succession planning	$1,200
4. Replace the trustee only	$532
5. Change Name of the Family Trust	$445
6. Exclude a Beneficiary in the Family Trust	$1,432
7. Exclude Foreigners in the Family Trust	$675
Company – Trustee of a Family Trust – corporate trustee for asset protection & business	$1,036
Company – Bucket Company – beneficiary of a Family Trust	$1,036
Annual Distribution Minutes for Family Trust – sign minutes before 30 June – ring us if building over 10	$178
Forgive Family Trusts’ UPEs – human forgives money the Family Trust owes (UPEs & loans)	$440
Deed of Gift – to prove the money you put into your Family Trust was a gift (not a loan)	$345
Division 7A Loan Deed – company lends trust money to Family Trust (UPEs & loans)	$265
Loan Agreement – lend money to your Family Trust	$683
Vesting Deed – wind up your old Family Trust (Centrelink compliant) – dissolve and close your Family Trust	$444
Training Course on Family Trusts – includes the Family Trust Deed	FREE
Unit Trust
Unit Trust Deed – with both pre-emptive rights and Unitholder asset protection	$455
Vesting Deed – to wind up your Unit Trust	$550
Company to be trustee of a Unit Trust – corporate trustee for asset protection	$1,036
Update the Trustees of the Unit Trust – remove and replace the trustee of your Unit Trust	$330
Change the Name of your Unit Trust – update the name of your Unit Trust	$330
Unitholders Agreement – the Unitholders’ set of rules that also protects from litigation	$442
Bare & Secret Trusts
Bare Trusts:
1. Acknowledgement of Trust Deed – ‘AFTER the Trustee buys’	$850
2. Declaration of Trust BEFORE you buy – ‘secretly buy’	$675