Family Trust Fee Schedule

A family trust is an incredibly important investment or business structure that offers significant benefits such as tax savings and succession planning. At iCare Super, we specialize in setting up family trusts, providing expert guidance and support since 2012. Below, you’ll find our transparent fee structure:

1. Family Trust Setup with a Corporate Trustee: $1,210
2. Family Trust Setup with an Individual Trustee: $550
3. Investment Family Trust Annual Return and Financial Reports: $1,100
4. Business Family Trust Annual Return and Financial Report: By Quotation

Please note that additional costs may apply for stamp duty when setting up your trust, depending on the jurisdiction. We can facilitate the stamping of your trust deed if necessary, with costs to be reimbursed to us.

Here’s a breakdown of stamp duty requirements and due dates for each jurisdiction:

• NSW: $500, due within 3 months from the execution date of the deed
• TAS: $20, due within 3 months from the execution date of the deed
• VIC: $200, due within 30 days from the execution date of the deed
• NT: $20, due within 60 days from the execution date of the deed
• ACT: None
• QLD: None
• SA: None
• WA: None

Please feel free to contact us if you have questions regarding family trusts.