Establish a Discretionary Trust

Before Completing the Instructions

Your accountant or financial adviser may have suggested to you that you accumulate part of your family's wealth through a discretionary trust (also known as a family trust).

You can use this facility to instruct us by either providing your instructions on-line, or by clicking here to download the instruction form and manually forward it to us.

The following guidelines, which can be downloaded by clicking here, may assist you in making your selections.

It is important that you understand the purpose behind a discretionary trust, and if this business structure is right for your circumstances. If you have not already done so, please contact your adviser to obtain further information. We regularly review the terms of our discretionary trust deed to ensure that it complies with State and Commonwealth legislation, taxation law and succession issues.


What are Discretionary Trusts Used For?

Discretionary trusts are sometimes used for:

  • Protection of assets

  • Potential income tax benefits

  • Flexibility of income and capital distributions

  • Providing financial support for dependants

  • Less regulation than companies