Let's Set Up Your
Family Trust.
Setting up a family trust is a big step towards protecting your wealth. We handle the trust deed, ATO registration, and compliance setup so you can focus on what matters most — your family's future.
Protect your family's assets. Built to last.
Protect your family's assets. Built to last.
What is a
Discretionary Trust?
A discretionary trust (commonly called a family trust) is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries — typically family members. The trustee has full discretion each year to decide who receives income and capital distributions, and in what amounts.
Unlike a company, the trust itself is not a separate legal entity — the trustee holds the assets. This structure is one of Australia's most popular for estate planning, asset protection, and tax-effective wealth management.
Asset Protection
Assets held in trust are generally protected from personal creditors and business risks, safeguarding your family's wealth.
Tax Flexibility
The trustee has discretion to distribute income to beneficiaries in the most tax-effective way each financial year.
Estate Planning
A trust can form the foundation of a robust estate plan, allowing assets to pass to beneficiaries outside of your will.
Investment Vehicle
Trusts are widely used to hold investment properties, shares, and business interests in a structured, compliant way.
Choose the Right Structure
Most families start with a Discretionary Trust (Individual Trustee). Corporate trustee structures offer stronger protection and are preferred for larger or more complex arrangements.
Still unsure which structure is right for you?
Book a free consultation with our team →Everything Included
One fixed price covers your complete trust setup — deed, ATO registrations, trustee documents, and compliance tools.
Trust Deed by Specialist Lawyers
Your trust deed is professionally drafted by a specialist Australian law firm — not a generic template. It complies with all state-based laws and ATO requirements.
ABN & TFN Registration
We register your trust's Australian Business Number (ABN) and Tax File Number (TFN) with the ATO as part of the same process — no extra forms required.
Trustee Consent Documents
All required consents for individual trustees (or consent of directors for corporate trustee) are prepared and included in your setup package.
Settlor Minutes & Meeting Records
The initial minutes of the first trustee meeting, confirming acceptance of the deed and the settled sum, are prepared as part of your setup.
Setup Instructions & Guidance
You receive a full instruction sheet covering how to open a trust bank account, stamp the deed, apply for a broker account, and register for GST if needed.
Compliance Dashboard Access
Your trust is onboarded into the Numberz platform where you can manage documents, upcoming compliance deadlines, and communicate with your accountant.
What You'll Need to Get Started
Gather these details before you begin — most applications take under 20 minutes to complete.
How It Works
From first click to a live, executed trust deed in four steps.
Tell Us About Your Trust
Enter your proposed trust name, state of domicile, trust purpose, and the principal place of administration.
Add Trustees, Settlor & Beneficiaries
Provide details for each trustee (individual or corporate), the settlor, appointor, and all intended beneficiaries.
We Prepare Your Trust Deed
Our specialist law firm drafts your trust deed and all supporting documents — consents, minutes, and ATO registration forms.
Your Trust Goes Live
You receive your executed trust deed, ABN, TFN confirmation, and setup guide. Your trust is onboarded to your compliance dashboard.
Ongoing Compliance, Handled For You
Once your trust is live, your annual obligations continue — the trustee must pass a distribution resolution before 30 June each year, lodge a Trust Tax Return, and maintain proper records. Numberz keeps your trust compliant with automated reminders, a built-in document vault, and an optional managed compliance service.
Ask about our annual trust compliance serviceFrequently Asked Questions
Ready to Set Up Your Family Trust?
Get your trust deed professionally drafted and your ABN registered in 3–5 business days — fixed price, expert reviewed, and fully ATO compliant from day one.