RECKON DOCS

Leaders in creating Australian Trust Deeds

Easily form new Discretionary (Family), Unit, or Fixed Trusts.

Fast delivery

Trust deed documents are emailed to you within 15 minutes upon successful registration with ASIC. Printed documentation delivered to you on the next business day if order is received by 2pm AEST.

Free legal support

Obtain free over-the-phone advice on the legal aspects of your purchased document.

Free accounting software

Get a bonus 12 month subscription to our cloud accounting software Reckon One.

Trust Deed packages with the right information

Set up a Discretionary (Family) Trust for only $153.30 (including GST) using our Electronic option and receive the following:

  • Trust Deed
  • Minutes of Directors
  • Bank Letter
  • Application for Units (if Unit Trust)
  • Certificate (if Unit Trust)
  • Register of Unit Holders (if Unit Trust)

View price list >

Choice of three delivery options

Deluxe Binder

(+$55 inc. GST)

  • A black soft-touch two-ring binder
  • Documents printed, collated and bound
  • Includes 2 bound copies and 1 unbound copy of the Trust Deed
  • Delivered next business day if ordered by 2:00 pm AEST
  • Emailed to you within 15 minutes*

Space saver

(+$44 inc. GST)

  • A black slimline box-file
  • Documents printed, collated and bound
  • Delivered next business day if ordered by 2:00 pm AEST
  • Emailed to you within 15 minutes*

Electronic

(Default)

  • Emailed to you within 15 minutes* if all information is provided correctly
  • Includes all the above documents emailed to you as a PDF
* Subject to ASIC approval of the online registration. Reckon Docs is not liable for any delays due to ASIC response times, errors or omissions in your application.

Why should you order your Trust with Reckon Docs?

Professional documentation

Trust documentation prepared by P G Gell Legal Services.

Simple online ordering

Easy-to-use and secure ordering system

Free legal support

Obtain free over-the-phone advice on the legal aspects of your purchased document.

Fast delivery

Emailed to you within 15 minutes, printed documentation delivered next business day if order is received by 2pm AEST.

Superior customer service in Australia

Telephone and email support provided through a dedicated customer service team.

Which type of trust is right for you?

MOST POPULAR

Discretionary (Family) Trust

Is generally used by families to hold investment assets or to conduct a family owned business.

The term ‘Discretionary’ is used as the Trustee(s) have the discretion, or choice, to allocate and distribute income and capital to the Beneficiaries. A Discretionary Trust provides flexibility for streaming income and allows for multiple beneficiaries.

More details

Beneficiaries do not have a fixed interest or a fixed entitlement in Discretionary Trust Funds, instead the trustee has complete discretion to allocate the assets and income anyway it chooses. A Hybrid Discretionary Trust is, as the name suggests, a Hybrid of a Discretionary and a Unit Trust, with elements similar to both types of Trusts.

Reckon Docs provides updates and amendments to deeds relating to changes in legislation or as a result of specific requirements of the trustee.  These updates and amendments are carried out with an independent legal review.

Set up a Discretionary (Family) Trust from only $153.30 (including GST) using our Electronic option.

Order a Discretionary Trust now >

Unit and Fixed Trusts, NSW Land Tax Trust^

Are generally used to conduct investment or trading activities between “unrelated” parties.

The structure of a Unit Trust and Fixed Trust is similar to a Company. In a Company, members hold shares in proportion to their investment in the Company.

 

More details

Similarly, in Unit and Fixed Trusts, the beneficial interest in the Trust property is divided into Units and beneficiaries (Unit holders) hold a number of Units according to their investment in the Trust.

The essential difference between a Discretionary Trust and a Unit / Fixed Trust is that the beneficiaries of a Discretionary Trust do not have a fixed interest or entitlement to the assets of the Trust whereas in a Unit / Fixed Trust the Unit holders have an entitlement to the capital/income of the Trust in fixed proportion to the number of Units held (depending on the rights attached to each class of Units).

Reckon Docs Unit and Fixed Trusts are:

  • Customised to your requirements (additional costs may apply)
  • Reviewed by an independent law firm
  • Delivered to you next working day (or same day if DIY print)

All our documentation is prepared, reviewed and maintained by Hunt & Hunt Lawyers.

Set up a Unit or Fixed Trust Deed from only $176.40 (including GST) using our Electronic option.

Order a Unit or Fixed Trust now >

To set up a NSW Land Tax Trust, please call 1300 139 001.

^Trust amendments are prepared and reviewed on a weekly basis. For all orders submitted prior to 2:00pm Tuesday AEST.

We also take care of any ongoing amendments to your trust

As circumstances change you may be required to amend or replace your existing Trust Deeds. From time to time Reckon Docs can amend existing Trust Deeds, which are customised to your requirements and reviewed by P G Gell Legal Services.

Additional Trust related services we offer

Reckon Docs can prepare Trust Deeds specifically catered to your clients requirements.

  • Power of Attorneys
  • Termination Deeds
  • Deed of Ratification or Correction
  • Wills

For further information on these products please contact us on 1300 139 001.

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Business loans

Offer your clients business loans and get market leading rates for referrals.

Share files with clients

Share documents with customers for their approval and signature, and access all of your own office files online.

Become a partner

Get listed on our site for more leads, on-sell Reckon products to your clients, and your own dedicated success manager.

Training & certification

Learn how to offer your clients online accounting software and business loans. Get paid commissions and referrals.

Create your trust today

Alternatively, call 1300 139 001 and we’ll get you up and running.