Trusts & Super Funds

Fees & Packages

All of the fees listed below are for payment at time of order, or 14 days following the invoice date if an Enduring Credit Card Authorisation is provided. Otherwise, an additional $66 will be charged. See notes to the price list at the bottom of the page for further information about fees. A PDF of this price list is available here.

 

Electronic Package Paper Package Premium Package
Self-Managed Super Funds $275 $319 $363 Order »
Standard Discretionary Trusts $154 $198 $242 Order »
Standard Unit Trusts $154 $198 $242 Order »
Farm & Young Farmer Discretionary Trusts $209 $253 $297 Order »
Class Discretionary Trusts $242 $286 $330 Order »
Class Unit Trusts $308 $352 $396 Order »
Hybrid Unit Trusts $385 $429 $473 Order »


Electronic Package

This package includes PDFs of all of the following:

  • Trust deed
  • Minutes
  • ‘What to do next’ guidelines

Paper Package

This package includes PDFs of all of the following:

  • Trust deed
  • Minutes
  • ‘What to do next’ guidelines

+   A printed copy of all documents

+   Documentation marked with ‘Sign here’ tags

+   2 bound copies of the deed

Premium Package

This package includes PDFs of all of the following:

  • Trust deed
  • Minutes
  • ‘What to do next’ guidelines

+   A printed copy of all documents

+   ‘Premium’ folder with dividers

+   Documentation tagged with the  trustee(s) and unit holder(s) initials (where signatures are required)

+   Slipcase to protect the folder

+   4 bound copies of the deed

 

Notes to the price list

  • If you require us to apply for an ABN, an additional fee of $220 will be added to your order.
  • Additional fees apply for more than 5 parties (at $11 per entity), or for extensive assistance.
  • Stamp duty is additional. A handling fee of $55 ($77 for Northern Territory) will apply if you wish Castle to stamp deeds which attract interstate stamp duty.
  • If Castle Legal is required to become involved where the product or service is not standard, additional fees will apply.

Why choose Castle Corporate

A Personal Touch

Every order is carefully reviewed by a member of our experienced team.

We Support You

Our clients say it best: “I love the staff at Castle…always happy to help me out with anything I need. Nothing is ever a problem.”

Industry Experts

Our knowledge of formation, secretarial and legal services is second to none. Importantly, we share this knowledge with our clients.