We create and manage trusts that protect your assets for the future of your loved ones or specific causes and charities. These are the fees we charge to administer those trusts.
Trust administration
| Trust administration | Fee |
|---|---|
| Capital commission (gross value of trust) | 5.5% once off |
| Income commission (gross income received) | 6.6% |
| Trust documentation (if required):  | Fees for legal services, including preparation of Trust documentation, are charged according to the hourly legal services rates. |
Note: The same rates apply to agencies, court-appointed administrations, statutory administrations and other administrations
Charitable trust administration
| Trust type | Administration fee |
|---|---|
| State Trustees Australia Foundation | Up to 1.056% per annum |
| Private Charitable Trusts | Up to 1.056% per annum |
| Commercial trusts | Charged in accordance with the amounts set out in the trust deed (or other governing document) as agreed with the client |
Trust documentation:
- Fees for legal services, including preparation of trust documentation, are charged according to the hourly legal services rates.
Depending on the nature of the client’s affairs, we also provide other services for which fees are applicable. These may include legal services, financial planning, taxation and or investment services.
