Set Up Your Discretionary (Family) Trust Online in Minutes

With our fast, online service, you'll get:

Tax-Effective Income Distribution
Effective Estate Planning
A Fully Compliant Australian Trust Deed

4.9/5.0

Trusted by over 2,400 Australian business owners

Why choose Sleek for discretionary trust set up

Accurate documentation

We create ATO-compliant discretionary trust deeds reviewed by legal experts, ensuring your structure is valid and ready for tax purposes.

Trust structure

Get clear, expert-backed support when assigning trustees, appointors, or beneficiaries; structured to match your family trust, asset protection, or business goals.

Full government compliance

No guesswork. We ensure your trust meets all ATO and ASIC requirements, reducing the risk of costly errors, rejections, or future penalties.

Tax ready from day one

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.

Ongoing expert support

Access your trust documents with secure cloud storage. Our experts stay on hand post-setup to guide you on changes, obligations, or compliance updates.

Discretionary Trust Setup Packages

Individual Trustee

From

$1,000

An individual trustee may have a personal relationship with the grantor and the beneficiaries.

Your plan includes:

Partner perks worth over $30,000

Corporate Trustee

From

$1,791

A corporate trustee is an entity (e.g. a bank or trust company) that provides professional trustee services.

Your plan includes:

"They take care of everything from the start. Sleek’s convenience and consistency removes hassle from my life."

Jae | Owner of Sama House Yoga and Pilates

Who we built discretionary trust services for

1. For families

Safeguard generational wealth, manage distributions, and control how assets are passed down.

2. For business owners

Streamline tax planning and separate personal and business finances with more flexibility.

3. For investors

Structure your crypto, property, or share investments for better tax outcomes and long-term security.

Get started with Sleek in 3 simple steps

Step 01

Tell us about your trust

Complete a quick online form outlining your trust’s structure, including trustees, beneficiaries, and goals. No legal jargon, just guided questions.

Step 02

We’ll prepare everything you need

Our experts prepare your trust deed and handle the ABN, TFN, and GST registrations (if required). We also assist with stamping based on your state.

Step 03

That’s it. You’re all set

Receive your complete trust pack, ready to operate and ATO-compliant. All documents are securely stored online, easy to access anytime.

Need help before choosing?

Partner Perks worth over $30,000 included

Access exclusive partner benefits when you choose any Sleek plan.

Loved by entrepreneurs across the world

Nathaniel Scholar

Director, Alpha Ambitions Pty Ltd

“I highly recommend Sleek to anyone! Sleek expertly guided us through ASIC’s complexities, ensuring seamless compliance with remarkable attention to detail.”

Siobhan Macdonald

CEO, Premium-diagnostics Pty Ltd

“Their all-in-one solution, allows me to focus on growing my business. Every aspect of my business’s needs is expertly managed and that gives me peace of mind.”

Alberto Fascetti

Owner, FastVisa Australia

“These guys are a bunch of stars: exceptional service delivery, excellent customer relations and high professionalism. I am so pleased with the service from the admin team.”

Aiden Van Nielen

Founder, Nielen Video Production Pty Ltd

“Their pricing was transparent and affordable for a small business like me. Everything is reconciled when it should be and they are fantastic to deal with.”

Mona Zoet

Founder, RegPac

“If you need help setting up a company in Australia and beyond, the professionals at Sleek will be one of the great ones to go to with your business.”

David Henley

Director, Brio Books, Pty Ltd

“The responsiveness or their team made them stand out. They provide the local support we need and truly alleviate the pressure for us as business owners.”

Not sure where to start with a family trust? We’ve got you covered.

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.

Frequently Asked Questions

Can I use a discretionary trust to hold crypto or other digital assets?

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.

How does a discretionary trust handle capital gains and franking credits?

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.

Can a discretionary trust distribute income to beneficiaries with no tax file number (TFN)?

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.

Need more information?

Browse our articles for in-depth guides, expert tips, and the latest updates on Australia business essentials.

Daniel S,
Sleek Advisor

Ready to get started with us?

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