Trust Formation Services in Australia

Correct Structure | ATO-Ready | State Compliant

Choosing the right trust structure is critical for asset protection, tax planning, and long-term flexibility. At DIA Taxation, we provide professional trust formation services, ensuring your trust is established correctly, documented properly, and compliant with ATO and state revenue requirements.

Whether you’re setting up a trust for business, investment, property, or family wealth, our experts guide you through the entire process β€” from selecting the right trust type to trust deed stamping where required.


What Is a Trust?

A trust is a legal structure where a trustee holds assets or income on behalf of beneficiaries, in accordance with a trust deed.
Trusts are widely used in Australia for:

  • Business operations

  • Property and investment ownership

  • Asset protection

  • Income distribution flexibility

  • Succession and estate planning

Correct setup is essential β€” mistakes at formation can create tax and legal risks later.


Our Trust Formation Services

At DIA Taxation, we provide end-to-end trust setup and advisory, including:

  • Trust structure advice

  • Drafting and execution of trust deeds

  • Appointment of trustees and appointors

  • Beneficiary class definition

  • ABN and TFN registration

  • Trust deed stamping (where required)

  • ATO compliance guidance

We ensure your trust is fit for purpose and future-ready.


Types of Trusts We Set Up

Choosing the right trust type depends on your objectives. We assist with:

πŸ”Ή Discretionary (Family) Trust

  • Most common trust structure

  • Trustee has discretion over income and capital distributions

  • Ideal for family businesses and asset protection

πŸ”Ή Unit Trust

  • Beneficiaries hold fixed units (similar to shares)

  • Suitable for joint ventures and unrelated investors

  • Clear ownership and income entitlement

πŸ”Ή Hybrid Trust

  • Combines features of discretionary and unit trusts

  • Used in specific investment or structuring scenarios

  • Requires careful tax planning

πŸ”Ή Fixed Trust

  • Beneficiaries have fixed entitlements

  • Often used for investment and commercial arrangements

πŸ”Ή Bare Trust

  • Trustee holds assets on behalf of a single beneficiary

  • Commonly used for property purchases and SMSF arrangements

πŸ“Œ We help you understand tax, control, and asset protection implications before choosing a structure.


Trust Deed Stamping in Australia

Trust deeds may be subject to stamp duty depending on the state or territory in which the trust is established or operates.

State-Based Stamping Overview:

  • Victoria (VIC) – Trust deed stamping required; duty applies

  • New South Wales (NSW) – Stamping required; nominal duty applies

  • Queensland (QLD) – Trust deed stamping required

  • South Australia (SA) – Trust deed stamping required

  • Western Australia (WA) – Trust deed stamping required

  • Tasmania (TAS) – Trust deed stamping required

  • Northern Territory (NT) – Trust deed stamping may apply

  • Australian Capital Territory (ACT) – No trust deed stamping required

πŸ“Œ Stamping rules can change and depend on the trust type and transaction.

We handle trust deed stamping lodgements with the relevant State Revenue Office, ensuring deadlines and compliance are met.


ABN & TFN Registration for Trusts

As part of trust setup, we also assist with:

  • Trust TFN application

  • ABN registration (where required)

  • GST registration (if applicable)

  • Linking the trust to relevant business activities

This ensures your trust is fully operational and tax-ready.


Who Should Consider a Trust?

Trusts are commonly used by:

  • Business owners and entrepreneurs

  • Property investors

  • Families seeking asset protection

  • Joint venture partners

  • Professionals planning for succession


Why Choose DIA Taxation?

βœ” Trust structuring specialists
βœ” Registered Australian Tax Agents
βœ” State-specific stamping knowledge
βœ” Transparent, fixed pricing
βœ” Ongoing tax and compliance support
βœ” End-to-end setup and advisory

We don’t just create trusts β€” we structure them properly from day one.


Need Ongoing Trust Support?

We also assist with:

  • Trust tax returns

  • Distribution resolutions

  • Trustee and appointor changes

  • Trust restructuring and advice

  • ATO compliance and amendments


Set Up Your Trust the Right Way

Avoid future tax issues and compliance risks.
Let DIA Taxation handle your Trust Formation, Deed Stamping, and ATO Registration with confidence.

πŸ‘‰ Book a Free Consultation
πŸ‘‰ Request a Trust Setup Quote