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 | $165 | $209 | $253 | Order » |
| Standard Unit Trusts | $165 | $209 | $253 | Order » |
| Farm & Young Farmer Discretionary Trusts | $264 | $308 | $352 | Order » |
| Class Discretionary Trusts | $264 | $308 | $352 | Order » |
| Class Unit Trusts | $319 | $363 | $407 | 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
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.