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Trusts
The Law of Trusts is continually changing. Advisors need to ensure that their clients' needs when ordering a trust deed are considered and satisfied. It is not a case of simpler drafting or discounted deeds. The law is constantly evolving in relation to trusts and advisors need to be comfortable that the deeds they are recommending to their clients are up to date and contain the most relevant clauses and powers for all their clients' needs. The Australian Taxation Office also has voiced their concern recently in relation to hybrid discretionary trusts and the outcome of Bamford v Deputy Commissioner of Taxation. MGS has addressed both of these issues and incorporated them into the deeds available from this site. For information about whether stamp duty may apply to the creation of a trust in your State/Territory CLICK HERE. If you have any queries regarding converting your existing trust deed or ordering a new trust please Contact Us. |
| Why Investors should never acquire property in their own name | |
| We compare all ownership options. A unit trust provides the best outcome and in NSW, VIC and WA our property trusts have been tailored to extract further benefits and value.
You must login to access: NSW Land Tax Unit Trust Supplement Warning - Not all NSW land Tax Unit Trusts work. Ours comes with a ruling. NSW Land Tax Unit Trust - Private Ruling |
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| Controller options in a Discretionary Trust | |
| All MGS discretionary trusts (Discretionary and Hybrid Discretionary) come with a Controller OPTION. A controller cannot exercise any power but may be a independent person who must authorise the trustee if it wishes to vary the deed, vest the trust or add beneficiaries. It is an additional estate planning security feature. Ie Dad could appoint a trusted adviser or friend to safeguard mum and his children. | |
| Three options in most of our Unit Trusts | |
Most MGS unit trusts come in 3 versions . One unit trust with "trustee discretion" fails superannuation funds and many other circumstances. Redemption rights, issue of further units and trustee powers are all subject to the trust deed. Click here for further information |
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| Deed Variation | |
| MGS can assist with deed variation. Convert to a NSW Land Tax Unit Trust ?, Fix "Bamford" issues in old deeds and much more. Contact us for further information. | |
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| Unit Trust: | Login | More Info |
| Hybrid Unit Trust: | Login | More Info |
| Testamentary Trust: | More Info |
| Hybrid Discretionary Trust: | Login | More Info |
| Hybrid Discretionary Trust (neg Gearing): | Login | More Info |
| Class Discretionary Trust: | Login | More Info |
| Capital Vested Trust: | Login | More Info |
| Discretionary Trust: | Login | More Info |
| NSW Land Tax Unit Trust: | Login | More Info |
| W.A. Property Unit Trust: | Login | More Info |
| VIC Property Unit Trust: | Login | More Info |
Discretionary Trusts | |
| Deed of Amendment: | Download |
| Resolution to Change Appointor: | Download |
| Explanatory Memorandum: | Download |
| More Free Trust Precedents: | More |
Hybrid Discretionary Trusts | |
| Application for Ordinary Units: | Download |
| Certificate of Ordinary Units: | Download |
| Deed of Amendment: | Download |
| More Free Trust Precedents: | More |
Hybrid Unit Trusts | |
| Register of Unitholders: | Download |
| Request for Redemption of Units: | Download |
| More Free Trust Precedents: | More |
Unit Trusts | |
| Application for Ordinary Units: | Download |
| Certificate of Ordinary Units: | Download |
| Register of Unitholders: | Download |
| More Free Precedents: | More |