NowInfinity boosts your practice’s productivity by centralising Trust document and entity management in a single user-friendly platform. Whether you’re establishing a discretionary trust, a discretionary family trust, or need a deed of release, our platform offers a seamless solution. Integrated with platforms like Xero Practice Manager and Class Super, NowInfinity streamlines the end-to-end documentation process, enhancing the advice you provide to clients.
Discretionary Trust (Fully Reserved Lineal Descendants)
This Deed restricts the distribution of trust assets (both capital and income) to the designated/named beneficiaries and their lineal descendants and certain other beneficiaries such as related companies and trusts, charities etc.
- Digital:$330 inc GST
- Slimline:$373 inc GST
- Binder:$430 inc GST
Discretionary Trust
Generate the documents required to set up a flexible Discretionary Trust structure where the Trustee has the discretion to determine income and capital distributions to beneficiaries without pre set entitlements.
- Digital:$160 inc GST
- Slimline:$203 inc GST
- Binder:$260 inc GST
All Trust Documents
- Featured
Discretionary Trust
- Digital: $160 inc GST
- Slimline: $203 inc GST
- Binder: $260 inc GST
Generate the documents required to set up a flexible Discretionary Trust structure where the Trustee has the discretion to determine income and capital distributions to beneficiaries without pre set entitlements.
- Placeholder test
Discretionary Trust (Fully Reserved Lineal Descendants)
- Digital: $330 inc GST
- Slimline: $373 inc GST
- Binder: $430 inc GST
Discretionary Trust (Capital Reserved Lineal Descendant)
- Digital: $330 inc GST
- Slimline: $373 inc GST
- Binder: $430 inc GST
Change of Trustee of Discretionary Trust
- Digital: $220 inc GST
- Slimline: $263 inc GST
- Binder: $320 inc GST
Deed of variation (Exclude Foreign Beneficiaries)
- Digital: $220 inc GST
- Slimline: $263 inc GST
- Binder: $320 inc GST
Trust Distribution Resolution or Minutes
- Digital: $110 inc GST
- Slimline: $153 inc GST
- Binder: $210 inc GST
All pricing is GST inclusive
All pricing is ASIC fee inclusive
*Deed Stamping available for NSW and VIC for $66. Additional copy fee is $20 per copy for NSW and free of charge for VIC. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
**Deed stamping availabe only in NSW for $66. Additional copy fee is $20 per copy. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
+ Slimline – a presentation folder for easier filing, containing two hard copies of the documents.
++Binder – a high-quality binder containing three hard copies of the documents. Please refer to https://help.nowinfinity.com.au/hc/en-au/articles/360002058255-How-to-order-a-hard-copy-of-a-Document for more details