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We create ATO-compliant discretionary trust deeds reviewed by legal experts, ensuring your structure is valid and ready for tax purposes.
Get clear, expert-backed support when assigning trustees, appointors, or beneficiaries; structured to match your family trust, asset protection, or business goals.
No guesswork. We ensure your trust meets all ATO and ASIC requirements, reducing the risk of costly errors, rejections, or future penalties.
Add your ABN, TFN, GST registration, or corporate trustee, all in one place. We make your trust tax-registered and ready for operation from day one.
Access your trust documents with secure cloud storage. Our experts stay on hand post-setup to guide you on changes, obligations, or compliance updates.
Your plan includes:
Your plan includes:
Jae | Owner of Sama House Yoga and Pilates
Safeguard generational wealth, manage distributions, and control how assets are passed down.
Streamline tax planning and separate personal and business finances with more flexibility.
Structure your crypto, property, or share investments for better tax outcomes and long-term security.
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Get access to exclusive partner benefits when you choose any Sleek plan.
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Director, Alpha Ambitions Pty Ltd
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Director, Brio Books, Pty Ltd
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From choosing the right trustee structure to understanding tax benefits and compliance; our ultimate guide breaks down everything you need to know to set up a family trust in Australia, step by step.
Yes, a discretionary trust can hold cryptocurrencies, NFTs, and other digital investments, provided the trust deed is correctly structured. You’ll need to ensure accurate valuation, reporting, and tax treatment aligned with ATO guidance on CGT assets.
Capital gains and franking credits can be streamed to specific beneficiaries if the trust deed allows it and proper resolutions are in place before year-end. Strategic distribution helps minimise overall tax liability across the trust’s beneficiaries.
Yes, but the trustee will be required to withhold tax at the top marginal rate (plus Medicare levy) for any beneficiary without a TFN. To avoid this, it’s essential all beneficiaries provide valid TFNs before distributions are made.
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