Family Trust Trustee Bundle

A Family Trust is a legal structure where a trustee holds and manages assets for the benefit of family members. It’s commonly used for asset protection, tax planning, and wealth distribution across generations. A Family Trust can help minimize tax, protect assets from legal risks, and provide control over how family wealth is managed and passed on.

This document bundle includes a full set of documents for your Family Trust set up and Company Registration:

Discretionary (Family) Trust

• Discretionary Trust Deed
• Consent to act as Trustee (and related minutes)
• Written confirmation of ABN registration

Company Registration

• Certificate of Registration - ACN (Australian Company Number), the date of registration, and the registered company name
• ABN, TFN & GST registration for the trust
  
• the Company's Constitution
• Consent to act as Director
• Consent to act as Secretary
• Application for shares
• Minutes of a meeting of directors
• Share Certificates
• Consent to act as Public Officer
• Notice of appointment of Public Officer
  
• Trust distribution minute template

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