Trust Register
Getting Started with Trust Register
- What is a Discretionary Trust (Family Trust)?
- How to order stamping for Trusts
- What to do if NowInfinity is Stamping your Deed
- How to add an existing Trust on the Trust Register
- How to add newly created Trust to the Trust Register
- What is Trust Register?
The Trust Profile
- 'Change of Name' of Trust - Why isn't a new deed generated?
- What should I do when a Trustee's legal name has changed?
- How to open and/or download a trust profile on Trust Register
- How to edit the Trust Profile
- How to edit the Contact Information in Trust profiles
- Where to find recent documents prepared for a Trust
The Trust List
- How to import Trust on Trust Register
- How to filter and search through the list of Trusts
- How to manage pins
- What information is available on the Trust List?
- How to assign an account manager for one or more Trust
- How to add a family group or reference number to a Trust profile
Documents available in the Trust Register for Unit Trust
Documents available in the Trust Register for Discretionary Trusts
- How to make, vary or revoke a Trust election
- Deed of Variation (Exclude Foreign Beneficiaries) for an existing Discretionary Trust
- How to vest a Discretionary Trust
- How to change the name of a Discretionary Trust?
- How to change the appointor/principal or guardian of a Discretionary Trust?
- How to change the Trustee of a Discretionary Trust?
NSW Land Tax Unit Trust
- What is a NSW Land Tax Unit Trust?
- Can an existing deed be amended to satisfy the criteria for later years of land tax assessment?
- Is it possible to obtain a refund for the additional land tax paid in prior years?
- Does your unit trust deed satisfy the requirements to be a ‘fixed trust’ for tax purposes or a ‘fixed trust’ for NSW land tax purpose
Fixed Unit Trust
Unit Trust
Discretionary Trust
- Updating addresses on Discretionary and Fixed Unit Trusts
- A Quick Guide to "Beneficiaries"
- Auto-Generated Trust Distribution Minutes
- Who is the settlor?
- Can the settlor of a Discretionary Trust change?
- Who is an appointor/principal of the Trust?
FAQ
- ★ FAQs: Stamping of Trust Deeds
- How to order stamping for an SMSF Holding (Bare) Trust
- Establishment date missing from Trust documents
- Appointment and Resignation Clause in Change of Trustee document
- How to establish a Discretionary or Fixed Unit Trust
- Welcome to the Trust Register