Amend an existing trust deed

Amend an existing trust deed

Price: $POA

This service requires legal advice and tailoring.  Quoted fees for client acceptance will vary based on the complexity of the advice and/or documentation required.

The terms on which a trust is established and operated can change from time to time to ensure that the trust remains compliant, the trustee is appropriately empowered to manage the trust, and that the ongoing needs of beneficiaries are met.

The terms of a trust can only be validly amended when the amendment complies with the existing trust deed and rules.   We assist by reviewing the existing trust rules and providing amendment documentation that ensure that the variation of trust terms remain compliant and effective.

What's included:

  • letter of advice
  • deed(s) of variation/amendment
  • resolutions of trustee(s) and members
  • consent(s) of third parties such as employers, appointors (if required)

For more information, please fill out our no obligation enquiry tab and we will be pleased to contact you shortly, or call 02 8296 6266 for immediate assistance.