Hybrid Discretionary Trust with Foreign Beneficiary Exclusion (FBE)

Establish a discretionary trust with us

Price: $242.00 (GST inclusive)

ABN Registration Addon
just $50.00 (GST inclusive)

This trust is a Discretionary Trust with an additional feature which enables the Trustee to issue units to beneficiaries to create fixed entitlements to capital and to income of the trust. It is modelled on the Discretionary Trust but has additional annexures relating to the units – the application and transfer of them.

The Foreign Beneficiary Exclusion is put in place so that the trust will not pay stamp duty surcharges and land tax surcharges if the trust purchases residential properties (the legislation in each State is different but all States catch residential property – some catch commercial, industrial and farmland as well).

Our process

Establish your discretionary trust with us today for just $242.00. Your order will be processed instantly and you will receive all the trust documents electronically, within minutes. Any additional legal requirements you may have can be raised with our team at your discretion.

Why establish with us?

All of our Discretionary Trust documents are backed 100% by PGG Legal’ expertise. Our firm specialises in tax and Trust law. As such, we do not use disclaimers of any kind on our documents. Additionally, all of our professional clients have the option to apply their own branding to our documents. Complete our straightforward, state of the art order form within minutes and get your discretionary trust established today.

• • Well drafted documents, developed over a period of years
• • Supported by experienced and fully insured tax and Trust lawyers
• • No disclaimers used on any of our legal documents
• • Option to apply your branding to our documents