NowInfinity boosts your practice’s productivity by centralising Trust document and entity management in a single user-friendly platform. Whether you’re establishing a discretionary trust, a discretionary family trust, or need a deed of release, our platform offers a seamless solution. Integrated with platforms like Xero Practice Manager and Class Super, NowInfinity streamlines the end-to-end documentation process, enhancing the advice you provide to clients.
Discretionary Trust
Generate the documents required to set up a flexible Discretionary Trust structure where the Trustee has the discretion to determine income and capital distributions to beneficiaries without pre set entitlements.
- Digital:$160 inc GST
- Slimline:$203 inc GST
- Binder:$260 inc GST
All Trust Documents
Discretionary Trust
- Digital:$160 inc GST
- Slimline:$203 inc GST
- Binder:$260 inc GST
Generate the documents required to set up a flexible Discretionary Trust structure where the Trustee has the discretion to determine income and capital distributions to beneficiaries without pre set entitlements.
Discretionary Trust (Fully Reserved Lineal Descendants)
- Digital:$330 inc GST
- Slimline:$373 inc GST
- Binder:$430 inc GST
Discretionary Trust (Capital Reserved Lineal Descendant)
- Digital:$330 inc GST
- Slimline:$373 inc GST
- Binder:$430 inc GST
Change of Trustee of Discretionary Trust
- Digital:$220 inc GST
- Slimline:$263 inc GST
- Binder:$320 inc GST
Deed of variation (Exclude Foreign Beneficiaries)
- Digital:$220 inc GST
- Slimline:$263 inc GST
- Binder:$320 inc GST
All pricing is GST inclusive
All pricing is ASIC fee inclusive
*Deed Stamping available for NSW and VIC for $66. Additional copy fee is $20 per copy for NSW and free of charge for VIC. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
**Deed stamping availabe only in NSW for $66. Additional copy fee is $20 per copy. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
+ Slimline – a presentation folder for easier filing, containing two hard copies of the documents.
++Binder – a high-quality binder containing three hard copies of the documents. Please refer to https://help.nowinfinity.com.au/hc/en-au/articles/360002058255-How-to-order-a-hard-copy-of-a-Document for more details