Family Trust Fee Schedule

Family Trust Setup and Services at iCare Super

A family trust is a powerful investment or business structure that provides significant benefits, including tax savings, asset protection, and succession planning. However, it’s essential to consult with a family trust specialist before setting up a trust to avoid costly mistakes.

Family trusts offer exceptional flexibility in managing income, tax planning, estate planning, and asset protection. At iCare Super, we have been specialists in family trust setup since 2012, offering personalized and tailored services to ensure your trust structure works seamlessly for you and your family for generations to come.

Transparent Fee Structure

Family Trust Setup with a Corporate Trustee: $1,540
Family Trust Setup with an Individual Trustee: $660
Investment Family Trust Annual Return and Financial Reports: Fixed Fee (By Quotation)
Business Family Trust Annual Return and Financial Reports: Fixed Fee (By Quotation)

Note: Additional costs for stamp duty may apply, depending on the jurisdiction. We can arrange the stamping of your trust deed if required, with costs reimbursed to us.

Stamp Duty Requirements and Deadlines by Jurisdiction

NSW: $500, due within 3 months from the deed execution date
TAS: $20, due within 3 months from the deed execution date
VIC: $200, due within 30 days from the deed execution date
NT: $20, due within 60 days from the deed execution date
ACT, QLD, SA, WA: No stamp duty

Need Help Setting Up a Family Trust?

If you have any questions about setting up or managing a family trust, contact our expert team at iCare Super. We’re here to help you navigate every step of the process with confidence.