Family Trust Setup Done Right, From Day One
💲 From $1,700 + GST, with a company as trustee See pricing
A family trust can protect your assets and give you flexibility in how income is shared among your family. UV TAX sets up your discretionary trust properly — deed, corporate trustee, registrations and bank-ready paperwork — so it works the way it should from the start.
✓ Free consultation✓ Free fixed-fee quote✓ Corporate trustee included
What’s included in our family trust package
Trust deed
A professionally prepared discretionary trust deed suited to your family.
Corporate trustee
A new Pty Ltd company set up to act as trustee — the structure most advisers prefer.
ABN & TFN
Trust registered for an ABN and tax file number.
GST (if needed)
GST registration when the trust will run a business.
Learn more →Bank-ready documents
Everything your bank needs to open the trust account.
Year-one guidance
A clear checklist of what the trustee must do each year, including 30 June resolutions.
Why choose a family trust?
- Flexibility to distribute income to eligible family members each year
- Potential asset protection when set up and run correctly
- A popular structure for family businesses and investments
- Can hold shares, property or business assets
Why use a company as trustee?
A corporate trustee keeps trust assets clearly separate from your personal assets, makes it easier to change who controls the trust, and can offer better protection than individual trustees. It is the setup we recommend for most families.
Is a family trust right for you?
Trusts are powerful but not for everyone. They come with extra running costs and rules. We look at your income, assets and goals and give you an honest recommendation before you commit.
How it works
Free consultation
Call 0466 268 405 and tell us what you need. No cost, no obligation.
Free fixed quote
We give you a clear, fixed-fee quote before any work starts.
We do the work
Our team prepares everything and keeps you updated along the way.
Done & lodged
We finalise, lodge on time and explain the outcome in plain English.
Book a free consultation & get a free fixed quote
Speak with UV TAX today. Call for a free consultation and a free, no-obligation fixed quote.
0466 268 405Frequently asked questions
How much does a family trust cost to set up?
Our family trust setup with a company as trustee starts from $1,700 + GST. Call 0466 268 405 for a free fixed quote.
How long does it take?
Most family trusts can be established within a few business days once we have your details and signed documents.
Do I need to do anything each year?
Yes. The trustee generally needs to make a written resolution about how income will be distributed by 30 June, and the trust lodges its own tax return. We look after this for you.