family trust setup information

TSK Accountants can help you set up your Family Trust.

Process to set up a family trust.

  • Determine the trustee – It can be an individual or Corporate. We recommend having a corporate trustee for better asset protection.
  • Determine the beneficiaries
  • Draft a discretionary trust deed
  • Settle the family trust
  • Sign the trust deed
  • Stamp the deed with the relevant authority. 
For family trust setup, we require the following information.
  • Trust Name:
  • Business activity:
  • For Corporate trustee setup, we need the following information.
  • Preferred company name No.1:
  • Preferred company name No.2: 
Details of each director & shareholder:
  • First name
  • Last name
  • Date of birth
  • Place of birth (city/province only)
  • TFN
  • Share allocation (%)
Details of beneficiaries
  • Full name
  • Date of birth

At TSK accountants, we’re dedicated to helping you take your business to the next level. Speak to a small business consultant today to discover how we can help you. With a local presence, we’re proud to provide our services to businesses such as Hoppers Crossing and surrounding suburbs such as Tarneit, Truganina, Williams Landing, Point Cook, Werribee, Wyndham Vale, and Manor Lakes. We can also assist clients across greater Melbourne with all their accounting needs.

Book an appointment with TSK Accountants by calling (03) 8721 9989 or sending an email to info@tskaccountants.com
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