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Change of Trustee (Discretionary or Unit Trust)

DescriptionSoftcopy *
Change of Trustee (Discretionary or Unit Trust)From $770
* Add $75 for hard copy Pricing includes GST

The change of trustee for a Discretionary or Unit trust includes:

  • Cover letter
  • Resolutions and notification of change
  • Deed of change of trustee.

This includes documents to effect a change of trustee only and does not include a review of the trust deed for purposes outside the change of trustee, such as any tax or trust law considerations. If any advice or a detailed review is required, please contact us to discuss.

Our standard service above does not include arranging a change of trustee deed to be assessed for duty in jurisdictions where this is required. Where there are dutiable assets that need to be transferred in these jurisdictions, the lawyer handling these transfers generally attends to this task. However, if you require assistance in this regard, please contact us.

There may be additional fees relating to transfer of assets and you should seek duty advice in the relevant jurisdiction if required to ensure no undue liability arises.