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Discretionary Trust (Individual and Corporate)

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Discretionary Trust (Individual and Corporate)

$129.00

This is a discretionary trust that accords with the Bamford decision and focuses on the succession of appointors upon death, divorce, dementia or bankruptcy. It is subject to the Rule against Perpetuities and will last 80 years unless it is governed by South Australian law.

If you are establishing the DT with a corporate trustee structure, please have your ACN ready. If you need to establish a new company, please first purchase the LightYear Standard Company.

SKU: 467c5280-a3b6-4b00-809b-1c59ee1e676a Categories: Simple but Strategic Discretionary Trusts, Trusts Establishments
  • Description

Description

One of the most important things for a small business client is to provide asset protection and minimise taxation, with the distribution of income and capital to a bucket company. A range of beneficiaries as allowed under the deed.

► $129.00 (inc GST) – OR provided under your unlimited membership

► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.

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