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.
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