¶¶Òõ¶ÌÊÓƵ

All Countries
Deed Of Trust Agreement

Deed Of Trust Agreement Template for Australia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Deed Of Trust Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Deed Of Trust Agreement

"I need a Deed of Trust Agreement to establish a family trust for my property assets and investment portfolio, with my spouse and I as trustees and our three children as primary beneficiaries, ensuring flexible distribution powers and including provisions for future grandchildren."

Celebrated by
Collaborations with
Investors
Document background
A Deed of Trust Agreement is a crucial legal instrument in Australian trust law that formalizes the creation and management of a trust structure. This document is essential when establishing various types of trusts, including family trusts, unit trusts, charitable trusts, or special disability trusts. It contains comprehensive provisions detailing the trust's purpose, the rights and obligations of all parties involved, and specific mechanisms for trust administration. The deed must comply with both federal and state/territory legislation in Australia, including the Trustee Act and relevant tax laws. It's commonly used for asset protection, estate planning, business structuring, and charitable purposes, providing a robust framework for managing assets on behalf of beneficiaries while offering tax efficiency and legal protection.
Suggested Sections

1. Parties: Identifies the settlor, trustee(s), and any appointed protector or guardian

2. Background: Sets out the context and intention to create the trust

3. Definitions: Defines key terms used throughout the deed

4. Declaration of Trust: Formal establishment of the trust and settlement of initial property

5. Trust Name and Governing Law: Specifies the trust's name and confirms Australian law governance

6. Trust Purpose: States the primary purpose and objectives of the trust

7. Beneficiaries: Identifies and defines classes of beneficiaries

8. Trustee Powers: Comprehensive list of trustee's administrative and investment powers

9. Trustee Duties and Responsibilities: Details the obligations and duties of trustees

10. Income and Capital Distribution: Rules for distributing trust income and capital

11. Trust Period: Defines the duration of the trust and vesting date

12. Appointment and Removal of Trustees: Procedures for changing trustees

13. Amendment Provisions: Mechanisms for varying trust terms

14. Termination Provisions: Circumstances and procedures for trust termination

15. Governing Law and Jurisdiction: Confirms applicable law and dispute resolution framework

16. Execution: Formal execution clause and signing requirements

Optional Sections

1. Unit Holder Provisions: Required for unit trusts, defining unit holder rights and obligations

2. Charitable Purposes: Required for charitable trusts, specifying charitable objectives and activities

3. Foreign Income Provisions: Required when trust expects to receive foreign-sourced income

4. Business Operation Rules: Required for trading trusts or those operating business activities

5. Protector Provisions: Required when appointing a trust protector, defining their powers and duties

6. Sub-Trust Provisions: Required when allowing for creation of sub-trusts

7. Perpetuity Period Extensions: Required in jurisdictions allowing extended perpetuity periods

8. Digital Asset Provisions: Required when trust will hold or manage digital assets

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Details of assets initially settled in the trust

2. Schedule 2 - Trustee Powers: Detailed list of specific powers granted to trustees

3. Schedule 3 - Beneficiary Details: Full list of named beneficiaries and their details

4. Schedule 4 - Investment Powers: Specific investment guidelines and restrictions

5. Schedule 5 - Remuneration: Trustee remuneration and expense reimbursement terms

6. Schedule 6 - Meeting Procedures: Procedures for trustee meetings and decision-making

7. Appendix A - Compliance Checklist: Checklist for ongoing trust compliance requirements

8. Appendix B - Tax Elections: Standard tax elections and choices made by the trust

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions


















































Clauses






























Relevant Industries

Financial Services

Real Estate

Private Wealth Management

Family Business

Professional Services

Charitable Organizations

Education

Healthcare

Investment Management

Estate Planning

Relevant Teams

Legal

Finance

Compliance

Wealth Management

Tax Advisory

Trust Administration

Risk Management

Investment

Estate Planning

Corporate Services

Relevant Roles

Trust Lawyer

Estate Planning Attorney

Financial Advisor

Tax Accountant

Trust Administrator

Wealth Manager

Corporate Trustee

Trust Officer

Compliance Officer

Legal Counsel

Property Manager

Investment Manager

Risk Manager

Family Office Manager

Charitable Trust Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Supplemental Trust Deed For Appointment Of Trustee

An Australian legal document that formalizes the appointment of a new trustee and retirement of an existing trustee, ensuring proper transition of trust responsibilities and assets.

find out more

Purchase Deed Of Trust

An Australian legal document establishing a trust structure for purchasing and holding property or assets, combining trust and property law elements under Australian jurisdiction.

find out more

Private Discretionary Trust Deed

An Australian legal document establishing a discretionary trust structure for flexible asset management and distribution, governed by federal and state trust laws.

find out more

Discretionary Family Trust Deed

An Australian legal instrument establishing a discretionary family trust, defining trustee powers and beneficiary rights for effective family asset management and distribution.

find out more

Deed Of Appointment Discretionary Trust

An Australian legal document facilitating the appointment of new trustees to a discretionary trust, including transfer of powers and responsibilities under Australian law.

find out more

Voluntary Trust Deed

An Australian law-governed deed establishing a voluntary trust arrangement, defining trustee powers, beneficiary rights, and trust management rules.

find out more

Trust Deed Fund

An Australian law-governed deed establishing and regulating a trust fund structure, defining relationships between trustees, beneficiaries, and operational framework.

find out more

Registered Trust Deed

An Australian legal document that establishes and governs a trust arrangement, setting out trustee powers, beneficiary rights, and administrative provisions, requiring official registration.

find out more

Pension Scheme Trust Deed

An Australian law-governed trust deed establishing and regulating a superannuation fund, setting out operational terms and compliance requirements.

find out more

Employee Ownership Trust Deed

An Australian law-governed trust deed establishing an Employee Ownership Trust to hold and manage company shares for employee beneficiaries.

find out more

Definitive Trust Deed

An Australian law-governed document that establishes a trust and defines its terms, structure, and operational framework.

find out more

Deed Of Interest

An Australian law-governed deed that creates or transfers legal or equitable interests in property or assets, meeting formal requirements under Australian property and contract law.

find out more

Deed Of Amendment And Restatement

An Australian law deed that amends an existing agreement and restates it in full, incorporating all changes into a single consolidated document.

find out more

Deed Amendment

An Australian legal instrument that formally modifies an existing deed while maintaining compliance with state-specific deed requirements and formalities.

find out more

Trust Deed Amendment

An Australian legal document that modifies an existing trust deed's terms and conditions, subject to Australian trust and tax law requirements.

find out more

Bare Trust Deed

An Australian legal document establishing a bare trust arrangement where a trustee holds property for a beneficiary with minimal active duties.

find out more

Protected Trust Deed

An Australian legal document establishing a protected trust arrangement for asset management and debt restructuring, compliant with Australian trust and insolvency laws.

find out more

Deed Of Appointment Trust

An Australian legal instrument that formally appoints new trustees to an existing trust and documents the transfer of trust responsibilities and assets.

find out more

Promissory Deed

An Australian law-governed deed that creates a legally binding promise between parties, typically used for financial or performance obligations with enhanced enforceability.

find out more

Trust Deed Variation

An Australian legal document that modifies an existing trust deed's terms while ensuring compliance with federal and state trust laws.

find out more

Declaration Of Bare Trust

An Australian legal document establishing a bare trust arrangement where a trustee holds assets solely for a beneficiary's benefit, subject to federal and state trust laws.

find out more

Quick Deed Of Trust

An Australian legal document establishing a simplified trust arrangement, setting out essential terms for trustees, beneficiaries, and trust property management.

find out more

Deed Of Vesting Of Trust

An Australian legal document that formally terminates a trust and governs the distribution of trust assets to beneficiaries, ensuring compliance with Australian trust and tax laws.

find out more

Deed Of Confirmation Of Trust

An Australian legal document that formally confirms and evidences existing trust arrangements, including terms, assets, and parties involved in the trust structure.

find out more

Simple Deed Of Trust

An Australian legal document establishing a trust arrangement, defining the relationship between trustees and beneficiaries, and setting out the terms for managing trust assets.

find out more

Public Trustee's Deed

An Australian legal instrument establishing the Public Trustee's authority and responsibilities in managing assets, estates, or financial affairs under state jurisdiction.

find out more

Trust Deed Variation To Exclude Foreign Beneficiaries

An Australian law trust deed variation document that modifies an existing trust to exclude foreign beneficiaries, ensuring compliance with foreign investment regulations.

find out more

Pocket Deed Of Trust

An Australian legal instrument establishing a condensed trust arrangement, defining trustee powers, beneficiary rights, and trust administration requirements.

find out more

Deed Of Advancement Terminating Trust

An Australian legal document that formally terminates a trust arrangement and governs the distribution of trust assets to beneficiaries.

find out more

Seller Financed Deed Of Trust

An Australian legal document establishing a seller-financed property purchase arrangement where the property is held in trust as security until full payment is made.

find out more

Personal Injury Trust Deed

An Australian legal document establishing a trust to manage and protect personal injury compensation funds, ensuring appropriate administration and beneficiary care.

find out more

Junior Deed Of Trust

An Australian legal document establishing a simplified trust structure for managing assets and distributions, suitable for smaller-scale trust arrangements.

find out more

Supplemental Deed

An Australian law-governed formal document that modifies or adds to an existing deed's terms while maintaining its formal deed status.

find out more

Community Trust Deed

An Australian legal document establishing a trust structure for community benefit purposes, defining trustee duties, governance, and distribution rules.

find out more

Business Trust Deed

An Australian legal document establishing a business trust structure, defining trustee powers, beneficiary rights, and operational framework under Australian law.

find out more

Revocable Deed

An Australian law-governed Revocable Deed providing formal deed benefits with built-in revocation flexibility.

find out more

Simple Declaration Of Trust

An Australian legal document establishing a trust arrangement, detailing how trustees hold and manage assets for beneficiaries under Australian law.

find out more

Supplemental Deed Of Trust

An Australian legal document used to amend or modify an existing trust deed, subject to Australian federal and state trust laws.

find out more

Subordinate Deed Of Trust

An Australian legal document establishing a secondary trust structure under a master trust, defining its governance, assets, and beneficiary arrangements.

find out more

Replacement Trust Deed

An Australian law-governed deed that replaces and updates an existing trust deed while maintaining the trust's fundamental structure and ensuring modern compliance.

find out more

Purchase Money Deed Of Trust

An Australian security instrument where a trustee holds property title as security for a purchase loan, establishing rights and obligations between borrower, lender, and trustee.

find out more

Performance Deed Of Trust

An Australian legal instrument establishing a trust structure with performance-based criteria and distribution mechanisms, governed by Australian trust law.

find out more

Notarial Deed Of Trust

An Australian notarially executed deed establishing a trust relationship, defining trustee powers and beneficiary rights under Australian law.

find out more

Leasehold Deed Of Trust

An Australian legal document establishing a trust over leasehold property interests, defining trustee powers and beneficiary rights under Australian law.

find out more

Life Insurance Trust Deed

An Australian legal document establishing a trust structure for managing life insurance policies and their proceeds, governed by federal and state insurance and trust laws.

find out more

Deed Of Gift To Trust

An Australian legal document facilitating the formal transfer of assets from a donor to a trust, ensuring compliance with local trust law and transfer requirements.

find out more

Revocable Gift Deed

An Australian legal document establishing terms for a transferable gift that can be revoked by the donor under specified conditions.

find out more

Floating Deed Of Trust

An Australian law-governed trust deed establishing a floating security interest over assets while maintaining business operational flexibility.

find out more

Irrevocable Inter Vivos Deed Of Gift

An Australian legal document enabling permanent and irrevocable transfer of property or assets from a donor to a recipient during the donor's lifetime.

find out more

Flexible Trust Deed

An Australian legal document establishing a discretionary trust structure with flexible provisions for asset management and distribution.

find out more

Debt Trust Deed

An Australian law-governed trust deed establishing the framework for debt security issuance, including trustee obligations and noteholder rights.

find out more

All Inclusive Trust Deed

An Australian law-governed comprehensive trust deed establishing and regulating all aspects of trust operation, administration, and management.

find out more

Testamentary Trust Deed

An Australian legal document establishing a trust through a will, defining trust structure, beneficiary rights, and trustee powers for effective estate planning and asset protection.

find out more

Inter Vivos Deed

An Australian Inter Vivos Deed creating binding obligations between living parties, executed under Australian law with full deed formalities.

find out more

Revocable Deed Of Trust

An Australian legal document establishing a modifiable trust arrangement that can be revoked by the settlor, used for asset management and distribution.

find out more

Life Trust Deed

An Australian legal document establishing a trust structure for lifetime asset management and distribution, compliant with state and federal trust laws.

find out more

Deed Of Trust Agreement

An Australian legal document establishing a trust arrangement, defining trustees' powers, beneficiaries' rights, and trust administration requirements under Australian law.

find out more

Second Trust Deed

An Australian legal instrument creating a secondary security interest over assets already subject to a primary security, typically used in complex financing arrangements.

find out more

Irrevocable Deed

An Australian law-governed formal legal instrument creating permanent, binding obligations that cannot be unilaterally revoked or terminated.

find out more

Master Trust Deed

An Australian law-governed foundational document that establishes and regulates a trust structure, defining the rights, powers, and obligations of all parties involved.

find out more

Irrevocable Deed Of Gift

An Australian legal document that permanently transfers ownership of property or assets from a donor to a recipient, creating an irrevocable gift under Australian law.

find out more

Declaration Of Trust Tenants In Common

An Australian legal document establishing the ownership shares and rights of multiple parties holding property as tenants in common.

find out more

Security Trust Deed

An Australian law governed deed establishing a trust structure for holding and managing security interests on behalf of multiple beneficiaries, typically used in secured financing arrangements.

find out more

Family Trust Deed

An Australian legal document establishing a family trust structure for asset management, wealth protection, and tax planning purposes.

find out more

Deed Of Debt

An Australian legal document that formally acknowledges and documents a debt obligation, creating an enforceable deed-based commitment between parties.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.