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 youβre 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.
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.
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.
Choosing the right trust type depends on your objectives. We assist with:
Most common trust structure
Trustee has discretion over income and capital distributions
Ideal for family businesses and asset protection
Beneficiaries hold fixed units (similar to shares)
Suitable for joint ventures and unrelated investors
Clear ownership and income entitlement
Combines features of discretionary and unit trusts
Used in specific investment or structuring scenarios
Requires careful tax planning
Beneficiaries have fixed entitlements
Often used for investment and commercial arrangements
Trustee holds assets on behalf of a single beneficiary
Commonly used for property purchases and SMSF arrangements
π We help you understand tax, control, and asset protection implications before choosing a structure.
Trust deeds may be subject to stamp duty depending on the state or territory in which the trust is established or operates.
Victoria (VIC) β Trust deed stamping required; duty applies
New South Wales (NSW) β Stamping required; nominal duty applies
Queensland (QLD) β Trust deed stamping required
South Australia (SA) β Trust deed stamping required
Western Australia (WA) β Trust deed stamping required
Tasmania (TAS) β Trust deed stamping required
Northern Territory (NT) β Trust deed stamping may apply
Australian Capital Territory (ACT) β No trust deed stamping required
π 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.
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.
Trusts are commonly used by:
Business owners and entrepreneurs
Property investors
Families seeking asset protection
Joint venture partners
Professionals planning for succession
β Trust structuring specialists
β Registered Australian Tax Agents
β State-specific stamping knowledge
β Transparent, fixed pricing
β Ongoing tax and compliance support
β End-to-end setup and advisory
We donβt just create trusts β we structure them properly from day one.
We also assist with:
Trust tax returns
Distribution resolutions
Trustee and appointor changes
Trust restructuring and advice
ATO compliance and amendments
Avoid future tax issues and compliance risks.
Let DIA Taxation handle your Trust Formation, Deed Stamping, and ATO Registration with confidence.
π Book a Free Consultation
π Request a Trust Setup Quote