Trust & SMSF

Trust deeds with genuine legal assurance

Each deed prepared from legally drafted templates, tailored to your order, and individually reviewed and signed off by our independent legal partner, who holds professional indemnity insurance subject to that policy’s terms.

Discretionary trust

Family trust

The most flexible trust structure. The trustee has full discretion over income and capital distributions among a defined class of beneficiaries. Ideal for family asset protection, tax planning, and business operations.

$264inc. GST

Unit trust

Fixed entitlement

Beneficiaries hold fixed units representing their entitlement to trust income and capital. Commonly used for joint ventures, property investments, and arrangements where proportional ownership must be clearly defined.

$264inc. GST

Hybrid trust

Combined structure

Combines elements of both discretionary and unit trusts. Offers fixed entitlements for some beneficiaries and discretionary distributions for others. Useful for complex family and investment arrangements.

$429inc. GST

SMSF establishment

Self managed super fund

SMSF deed and establishment documents for a fund with individual trustees, or where a corporate trustee already exists. Includes the trust deed, trustee and member consents, and establishment minutes, with legal partner sign-off. Corporate trustee company and ATO tax registrations are quoted separately, or ordered together in the package above.

$429inc. GST

SMSF bare trust

Borrowing custodian trust

Custodian trust deed for limited recourse borrowing arrangements under an SMSF. Required when your SMSF acquires property or assets using borrowed funds. Compliant with s67A SISA.

$473inc. GST

Where a customer is not covered by an AML/CTF reliance arrangement, CoSec Partners performs the customer due diligence itself and a one-off AML/KYC Screening Fee (from $150 + GST ($165)) is added to the order.

Trust deeds prepared for clients across Australia

Extremely responsive

Cathie from CoSec Partners was extremely responsive to emails and the questions that I had whilst setting up a trading company, family trust and trustee company. As a sole practitioner, it is very important to have reliable contacts and support for the various functions of your business, and CoSec Partners provided exactly that.

Sara B.

Verified Trustpilot review ★★★★★ · Aug 2025

Easy to set up a trust with CoSec Partners

Anne was fabulous to work with and made the process of establishing a trust easy and straightforward. I would recommend CoSec Partners’ services.

Dave

Verified Trustpilot review ★★★★★ · Jul 2022

Great customer service

Great customer service. Simple online ordering service. Provided clear instructions and a friendly, polite attitude over the phone when I needed to ask further information. Assisted us to provide everything we needed to get our client’s trust and corporate trustee set up quickly and easily.

Jon Roberts

Verified Trustpilot review ★★★★★ · Aug 2021

Every deed carries legal sign-off

Template deeds from online providers carry no professional backing. If the deed is defective, the liability falls on the referring accountant or adviser. Our deeds are different.

Individually prepared

Each deed is prepared from templates drafted by our independent legal partner, tailored to your client's order details, and individually reviewed and signed off. It reflects the actual structure, beneficiary classes, and trustee arrangements your client needs rather than being bulk-generated and sent out unchecked.

Legal partner reviewed

A practising legal partner reviews and signs off every deed before it's issued. They verify the deed is legally compliant, internally consistent, and appropriate for the stated purpose.

Professional indemnity

The deed is signed off by a practising legal practitioner who holds professional indemnity insurance, subject to that policy's terms, conditions and exclusions. That is a materially better position than an unreviewed template, though it does not displace whatever duties you owe your own client on the advice you have given them.

Trust deed variations

Existing deeds often need updating to reflect changes in legislation, case law, or the client's circumstances. We prepare deed variations with the same legal partner sign-off as new deeds, ordered online. See deed variations.

Bamford amendments

Update the income definition and streaming provisions to reflect the High Court's Bamford decision. Essential for most pre-2010 deeds.

Order online →

Foreign persons exclusion

Amend the deed to exclude foreign persons from the class of beneficiaries. Required to avoid foreign surcharge land tax and duty in most states.

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Deed of variation

Change the trustee, appointor or trust name, or amend beneficiary classes or other deed terms. Unit trusts too.

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Deed of confirmation

Replacement deed where the original has been lost or destroyed. Confirms the original trust and its terms.

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