Charitable Trusts

Beyond protecting only your best interests, trusts can be a tool for helping others. Charitable trusts allow you to make tax deductible donations to charitable causes that matter most to you.

Why not start your philanthropic journey today and establish a charitable trust with the help of our expert trust lawyers.

As the name would suggest, for a trust to be considered a ‘charitable trust’, it must hold assets which support a charitable purpose and specifically charities that are officially registered with the Australian Charities and Non-for-profits Commission (ANCN). One of the major benefits of charitable trusts compared to other trusts, is that donating to a charitable trust is not only a great way to use your assets for good, it is also tax deductible.

We can assist you to register your charitable trust as a deductible gift recipient (DGR), so that your trust is eligible to receive tax-deductible donations, help you to manage your trust, and assist with ongoing reporting obligations or compliance issues with the ANCN.

Talk to an experienced trust lawyer today.

Talk to Antunes

When it comes to trusts, you can count on Antunes Lawyers. Our team will ensure that your assets are protected.

Trusts are incredibly effective at protecting assets, but only if they’re carefully drafted. Establishing a trust without careful consideration could leave your assets more vulnerable than before or lead to unexpected taxes.

Our team can help you to determine what kind of trust best suits your needs, draft trust deeds, amend or wind up existing trusts, advise trustees on their obligations and duties, and assist beneficiaries in exercising their rights. When it comes to all things trusts, look no further than Antunes Lawyers.

ASK ANTUNES

Trusts and Assets latest news and resources

Why a discretionary trust (family trust)?

Your will “gifts” assets in your name. Assets held in trusts are not in your name. Your trust is separate and independent from you. If you pass away, your trust does not – it continues. Who will…

Read More

Is your trust deed a problem?

Trust deeds need to provide the succession plan which you intend and which is appropriate for your family. You must treat your trust deed as seriously as you would treat making your will—similar…

Read More

What happens to your Superannuation when you die?

Many people are not aware that proceeds held within a superannuation fund do not automatically form part of their estate when they pass away. It is important to be mindful of how super is dealt with…

Read More

Talk to the Trusts and Asset Protection experts today

Call 02 9964 0499 now or fill in this form.

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Amending Trust Deeds

Amending a trust is a delicate task that requires experienced hands. Antunes Lawyers can amend trust deeds with care so that you can avoid the potential of a costly resettlement.

When the time comes to amend a trust deed, attention to detail is paramount. Our lawyers will cross-check any proposed amendment to ensure that your new trust deed is watertight.

Before you take the step to amend your trust deed, it’s important to evaluate the pros and cons. A few circumstances where it might be appropriate to amend a deed include planning for the succession of the appointer, changing the trustee, or removing foreign individuals from the class of beneficiaries (if the trust owns real estate) to avoid additional taxes.

Our lawyers can assist you in making the decision to amend your deed and draft a new deed that protects your best interests. Incorrectly amending a trust deed can lead to resettlement or cause the trust to be vested, which can trigger significant additional taxes and stamp duty, so it’s worth having a lawyer that you can rely on to avoid mistakes.

Talk to an experienced trust lawyer today.

Talk to Antunes

When it comes to trusts, you can count on Antunes Lawyers. Our team will ensure that your assets are protected.

Trusts are incredibly effective at protecting assets, but only if they’re carefully drafted. Establishing a trust without careful consideration could leave your assets more vulnerable than before or lead to unexpected taxes.

Our team can help you to determine what kind of trust best suits your needs, draft trust deeds, amend or wind up existing trusts, advise trustees on their obligations and duties, and assist beneficiaries in exercising their rights. When it comes to all things trusts, look no further than Antunes Lawyers.

ASK ANTUNES

Trusts and Assets latest news and resources

Why a discretionary trust (family trust)?

Your will “gifts” assets in your name. Assets held in trusts are not in your name. Your trust is separate and independent from you. If you pass away, your trust does not – it continues. Who will…

Read More

Is your trust deed a problem?

Trust deeds need to provide the succession plan which you intend and which is appropriate for your family. You must treat your trust deed as seriously as you would treat making your will—similar…

Read More

What happens to your Superannuation when you die?

Many people are not aware that proceeds held within a superannuation fund do not automatically form part of their estate when they pass away. It is important to be mindful of how super is dealt with…

Read More

Talk to the Trusts and Asset Protection experts today

Call 02 9964 0499 now or fill in this form.

  • This field is for validation purposes and should be left unchanged.