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Upgrade of Discretionary Trust to Leading Member Discretionary Trust

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Upgrade of Discretionary Trust to Leading Member Discretionary Trust

$129.00

Great care must be taken when upgrading any discretionary trust, to ensure a new trust is not established resulting in capital gains and potentially stamp duties.

The variation of an existing discretionary trust to a Leading Member Discretionary Trust follows the Commissioner’s guidelines on resettlement of discretionary trusts TD2012/21.

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Description

Existing discretionary trusts may be upgraded to the LightYear Docs Leading Member Discretionary Trust; which provides for limited beneficiaries (lineage and bloodline). Plus, a succession of Leading Member Appointors who control the hiring and firing of the Trustee, and have veto over all decisions.

► $99.00 (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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