Introduction
This precedent is designed to establish a discretionary family trust for asset protection, tax planning, and wealth management purposes.
The document sets out the structure of the trust, including the roles of the trustee, appointor, and beneficiaries.
It includes comprehensive provisions dealing with income and capital distributions, trustee powers, beneficiary entitlements, and trust administration.
This precedent provides a complete and flexible framework for establishing and managing a discretionary trust in Australia.
This precedent is designed to establish a discretionary family trust for asset protection, tax planning, and wealth management purposes.
The document sets out the structure of the trust, including the roles of the trustee, appointor, and beneficiaries.
It includes comprehensive provisions dealing with income and capital distributions, trustee powers, beneficiary entitlements, and trust administration.
This precedent provides a complete and flexible framework for establishing and managing a discretionary trust in Australia.
Professionally Drafted Legal Precedent
Prepared by experienced Australian commercial lawyers, this precedent provides a comprehensive and reliable framework for real-world use.
The document is fully editable in Microsoft Word and includes an Editing Legal Documents Guide to assist with completing and tailoring the agreement.
Designed for immediate use, it can be adapted to suit a wide range of legal and commercial scenarios.
At A Glance
What This Document Covers
• Establishment of a discretionary trust
• Trustee, appointor and beneficiary roles
• Income and capital distribution framework
• Trust structure and governance
Key Clauses Included
• Trustee powers and discretions
• Beneficiary definitions and classes
• Income and capital distribution provisions
• Amendment and variation powers
Typical Use
• Asset protection structures
• Family wealth management
• Business structuring
• Tax planning arrangements
Download Details
• Lawyer-drafted trust deed
• Suitable for Australian use
• Fully editable Microsoft Word document
• Instant download available immediately after purchase
Drafted by Legal Professionals
Our precedents are prepared by Australian legal practitioners and reflect commonly used legal drafting standards.
Practical and Easy to Use
Each template provides a structured framework that can be adapted to suit the specific transaction or matter.
Instant Access
Download immediately after purchase and edit the document in Microsoft Word to suit your requirements.
Related Precedents
Also Known As
This document may also be referred to as:
• Family trust deed
• Discretionary trust deed
• Family discretionary trust
• Trust deed Australia
 Frequently Asked Questions
What is a discretionary family trust?
A discretionary family trust is a structure where a trustee has discretion to distribute income and capital among a group of beneficiaries.
Why use a family trust?
Family trusts are commonly used for asset protection, tax planning, and managing family wealth across multiple beneficiaries.
Who controls the trust?
The trustee manages the trust, while the appointor typically has the power to appoint or remove the trustee, providing ultimate control.
Can this trust deed be customised?
Yes. This precedent is fully editable and can be tailored to reflect the specific needs of the family or business structure.
Discretionary Family Trust Deed – Instant Download
• Lawyer-drafted trust deed
• Suitable for Australian legal use
• Fully editable Microsoft Word document
• Comprehensive provisions for trust establishment and administration
• Instant download available immediately after purchase
Used by lawyers, businesses and commercial operators across Australia.
Download This Precedent
Instant download. Fully editable Microsoft Word format. Includes practical drafting guidance.
ÂÂ