Loading

Family Trust Setup

Protect your family's wealth and reduce tax through a professionally structured discretionary family trust.

Business Formation

Professional Family Trust Setup

A family discretionary trust is one of the most powerful structures for managing wealth, protecting assets and minimising tax in Australia. When set up correctly, a trust allows you to distribute income to family members in lower tax brackets and protect assets from business and personal risk. We handle the full trust establishment process.

Trust Deed Preparation
Professionally prepared discretionary trust deed tailored to your family's circumstances.
Trustee Establishment
Guidance on individual vs corporate trustee — and setup of the trustee entity if required.
TFN & ABN Registration
Register the trust's Tax File Number and ABN with the ATO.
Bank Account Setup Advice
Guidance on opening a separate trust bank account and maintaining proper records.
Tax Planning Integration
Strategic advice on using the trust for income splitting and long-term tax minimisation.

What to Bring

  • Trustee details (individual or company)
  • Beneficiary names and relationships
  • Purpose of the trust
  • Proposed trust name
  • Existing asset details (if transferring assets)

Pricing

ServiceStarting From
Discretionary Family Trust Setup$999
Corporate Trustee Company Setup$699
Full Bundle (Trust + Corporate Trustee)$1,499
Trust Tax Return (Annual)$499

All fees discussed upfront. Tax agent fees are deductible the following year.

Ready to Get Started?
Book your free consultation with Darwin's trusted accounting team.
WhatsAppCall Us