Patricia Holdings provides an extensive range of Trust Secretarial services to assist you to ensure your Trust documents are up to date and changes are recorded properly. 

If you need to document an amendment to a trust that isn't outlined below, please contact us to see how we might be able to help.

Our Trust Secretarial services:

Family Trust Secretarial

from$187 (INCL GST)

If changes have occurred to Trustees or Beneficiaries of a Family Trust, we can provide relevant forms and resolutions for the following:

  • Resignation of Trustee
  • Consent to Act as Trustee
  • Appointment of new Trustee
  • Change of Appointor
  • Removal of Beneficiaries
  • Change of Trust Deed Name
  • Foreign Beneficiary Exlcusion Amendment (from $242 incl GST)

Unit Trust Secretarial

from$187 (INCL GST)

If changes have occurred to Trustees or Unit Holders of the Trusts, we can provide relevant forms and resolutions for the following:

  • Resignation of Trustee
  • Consent to Act as Trustee
  • Appointment of new Trustee
  • Change of Trust Deed Name
  • Issue of Units
  • Transfer of Units
  • Conversion of Units

SMSF Secretarial

from$187 (INCL GST)

If changes have occurred to Members or Trustees of a Superannuation Trust, we can provide relevant forms and resolutions for the following:

  • Resignation of Trustee
  • Consent to Act as Trustee
  • Appointment of new Trustee
  • Removal of Trustee
  • Removal of Members
  • Change of Fund Name
  • Binding Death Benefit Nomination Form (Pro forma)
  • SMSF Pension Commutation

How to Order

UA-1602518-1