Trust Review

How do I order a Trust Review ?

In recent years there have been substantial changes in the tax laws relating to Trusts and in particular discretionary and family trusts. Through the Trust Review process our Solicitors will review the terms of your current trust deed and make recommendations for any updates that may be required.

Simply fill in our form below. We will have our solicitors review all of your details and give you a quote before proceeding. Our solicitors will personally prepare your documents.

Prices from $450 plus GST.

Step 1 of 5

Name
First Last
Organisation
ACN/ABN
Delivery Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Please complete this order form. We will provide you with a quote before proceeding.
Trust Deed and any Amendments
Please upload a copy of the Trust Deed and any amendments that have been made. Alternatively please email these documents to info@documentshop.com.au
Drop files here or

Trust Name
Date of Original Deed
Date Format: MM slash DD slash YYYY
Have there been prior amendments to the trust?
- Yes
- No
Date of Amendment:
Date Format: MM slash DD slash YYYY
Type of Amendment:
e.g. change of Trustee or Appointor/change of name/ Variation to Trust:

Trustee Details*
- Individual(s)
- Company
Individual Trustee Details
Full Name Address
Corporate Trustee Details
Name ACN
Corporate Trustee Registered Office Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Corporate Trustee Directors
Meeting Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Would you like us to include your logo on the documents?
- Yes
- No - we will include the Document Shop logo
Logo Upload
Other requirements (if any)
Acceptance of terms and conditions
- By ticking this box, I/we acknowledge that I/we have read and agree to the Document Shop Pty Ltd terms and conditions and acknowledgement [available on our website at www.documentshop.com.au or contact us at info@documentshop.com.au and we will e-mail or post a copy to you].

Q & A Trust Review

The questions and answers below are for information purposes only and are not advice. You should arrange your own legal, accounting, financial and other advice.

What is a Trust Review?

Disclaimer

You should not rely solely on the information in these questions and answers because they are of a general nature only and the tax and commercial laws apply differently to different people and circumstances. Also as the law changes constantly, there may have been changes to the law since these questions and answers were written. None of the information is intended to be legal, accounting, financial or other advice. You must not act on the information. You must seek your own legal, accounting, financial and other advice.

Document Shop Pty Ltd and it’s directors, officers, employees, agents, consultants and the author of these questions and answers expressly disclaim any and all liability to any person or entity for the consequence of anything done or omitted to be done by any such person or entity relying on a part or all of the contents of these questions and answers.

Need More Infomation?

Contact us

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Phone: 1300 667 817

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info@documentshop.com.au

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PO Box 47 Highgate SA 5063

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Contact us

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Phone: 1300 667 817

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info@documentshop.com.au

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Full Name	Address

Name	ACN