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Services and Pricing

Fixed Fee

Clear Costs

No Surprises

Affordable

Family Trust

$995 (all inclusive)

Includes:

  • Personalised one-on-one session with Dan on how to structure your Family Trust based on your unique situation
  • A modern Family Trust Deed that complies with the Trusts Act 2019
  • A comprehensive Letter of Advice summarising the terms of the Trust Deed

Family Trust with Corporate Trustee

$1490(all inclusive)

Includes everything in "Family Trust" plus:

  • An incorporated company that operates solely as the trustee of your Family Trust
  • (See FAQ "Who should the trustee(s) be?" to learn if a Corporate Trustee is right for you)