Trusts

Schweizer Kobras provides assistance to clients in establishing various forms of trusts as business structures, for active and passive investment purposes, for income streaming and distribution and in the context of asset protection and estate planning.

We assist our clients in setting up appropriate structures to allow tax advantageous distributions of trust income and capital or, typically in the context of family businesses, beneficiaries of discretionary trusts where income and asset streaming are desirable.
In relation to estate planning, we also advise on the use of discretionary trusts and testamentary trusts.

In our trust practice, we typically prepare or review:

  • Family and Discretionary Trust Deeds
  • Unit Trust Deeds
  • Testamentary Trusts (incorporated in Wills)
  • Deeds of Appointment of New Trustee
  • Deeds of Variation of Trust