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A Bare Trust is established to allow a Superannuation Fund to borrow money for purchasing assets like real estate, listed securities, units in a Unit Trust and even works of art. The Bare Trust holds these assets in trust for the Superannuation Fund without it being exposed to the usual risks associated with borrowing money.

Patricia Holdings also offers a version of the Bare Trust Deed that is suitable for use at the National Australia Bank. Please let us know when ordering your deed if you require this version.

If you are seeking a Bare Trust whose Beneficiary is not a Superannuation Fund, please contact us.

What is included?

  • 01 Trust Register
  • A4 binder (white or grey)
  • 3 (2 bound, 1 loose leaf) copies of the trust deed
  • Instruction sheet
  • Stamping instructions
  • Statutory Declaration

OnLine
OffLine

PDF email Delivery

Service Courier delivery

Prices included GST

How long does it take to establish a Asset Acquisition Trust Deed?
For email delivery orders ordered online, the Trust Deed and related documentation will be emailed to you within 15 minutes of placing your order. If you have ordered a Discretionary Trust package, we need to register the company before establishing the Trust which means delivery may take up to 90 minutes for both the company register and the Trust deed.

We are able to deliver our full service couriered product to the Sydney metropolitan area within about 5 hours of receiving an order. Orders received before 12 midday are usually delivered the same day. Documents being sent to Brisbane and Melbourne will be sent by courier or express post and are often delivered the next day (orders must be received by 1pm for delivery the next day) and within a couple of days to Perth and regional areas.

Duty Stamping of Trust Deeds
Superannuation Trust Deeds do not require stamping.

Bare Trust Deeds:

NSW: We can stamp Bare Trust Deeds with Revenue NSW. Click here to place your order.
VIC: We can stamp Bare Trust Deeds with VIC SRO. Click here to place your order.

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