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Setting up a Discretionary Trust

The Bartier Perry Private Client services team prepares a range of standard documents for Private Clients and their advisers on a regular basis.

You can complete the form below and pay instantly, or download the PDF here and email it back to our team at privatedocs@bartier.com.au

We will then prepare the documents and will endeavour to provide them to you within 48 hours of receiving your order.

Whilst we will rely on the instructions contained in your instruction sheet when preparing the documents, we will inform you if we identify any obvious irregularities. Our point of difference is to ensure we don’t carelessly churn out documents without querying instructions when it is appropriate to do so. Discretionary Trust deeds are charged at a cost of $770 including GST.

If you require assistance, please contact us on 02 8281 7800.


Discretionary Trust Form

Provide Your details

Settlor details

Trustee Details:

Trustee One details

Sole Director details

Trustee Two details

Individual Trustee Three details

Individual Trustee Four details

* Details of Person giving Statutory Declaration

Appointor Details:

Principal Beneficiary Details:

Instructor Details:*

Postal address for Documents*

Bartier Perry fees are $770 GST inclusive.


**Please do not refresh the page on Submit and wait while we process your payment