Establish all entities

Establish all entities

We Set Up a Comprehensive Range of Business & Investment Entities


We establish the following entities as required at your direction:

  • Private Company
  • Discretionary or Family Trusts
  • Unit Trusts
  • Bare Trusts
  • Hybrid Trusts
  • Self Managed Superannuation Funds
  • Partnership Agreements

We can work closely with your accountant and financial adviser to make any changes needed to these entities under advisement.


Our service can include review and amendment to your entity documents to maintain their generic clauses to ensure they meet major compliance requirements.

We will, where prudent, recommend that you review and update your:

  • Company Constitution
  • Discretionary Trust, Unit Trust and Bare Trust Deed
  • Self Managed Super Fund Deed
  • Binding Death Benefit Nomination (SMSF)
  • Powers of Attorney
  • Wills
  • Partnership Agreements & Joint Venture Agreements

In recent years there have been significant changes to the requirements for discretionary trusts and self managed super fund deeds.

In addition there are periodic changes to the laws effecting company constitutions, partnership agreements, joint venture arrangements etc.

There have also been recent changes to the legal rights relating to property which can substantially effect the arrangements and rights relating to property between entities.

Our service can include the maintainenance of a database of the entities you have and recommend the entity documents that need to be reviewed and amended where prudent.

We also maintain an electronic backup of these documents at all times.

We're here when you need us.

To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.

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