¶¶Òõ¶ÌÊÓƵ

All Countries
Real Estate
Definitive Trust Deed

Definitive Trust Deed 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 Definitive Trust Deed

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:

Definitive Trust Deed

"I need a Definitive Trust Deed for a family investment trust to be established by March 2025, with provisions for both domestic and international beneficiaries, and specific clauses for cryptocurrency investments and digital assets."

Celebrated by
Collaborations with
Investors
Document background
The Definitive Trust Deed is a crucial legal instrument used in Australian jurisdictions to establish and govern trust arrangements. It is typically employed when there is a need to create a formal trust structure for purposes such as asset protection, estate planning, business operations, or investment management. The document comprehensively details the trust's establishment, governance framework, and operational parameters, ensuring compliance with Australian trust law principles and taxation requirements. The deed must be carefully drafted to address both current needs and potential future scenarios, incorporating necessary flexibility while maintaining legal certainty. This type of deed is essential for various trust arrangements, including family trusts, unit trusts, charitable trusts, and business trusts, and must align with both federal and state-specific legislative requirements.
Suggested Sections

1. Parties: Identifies the Settlor, Trustee(s), and any other initial parties to the trust deed

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

3. Definitions and Interpretation: Defines key terms used throughout the deed and interpretation rules

4. Establishment of Trust: Declares the creation of the trust, including the settlement sum and trust name

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

6. Beneficiaries: Defines and identifies the primary and general beneficiaries and their classes

7. Trustee Powers: Comprehensive list of powers granted to the trustee in managing the trust

8. Trustee Duties and Responsibilities: Outlines the obligations and responsibilities of the trustee

9. Trust Property: Provisions regarding the handling, investment, and management of trust assets

10. Income and Capital: Rules for income and capital distribution and accumulation

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

12. Trustee Remuneration: Provisions for trustee compensation and expense reimbursement

13. Amendment and Variation: Processes for modifying the trust deed

14. Termination and Winding Up: Provisions for ending the trust and distributing remaining assets

Optional Sections

1. Foreign Beneficiary Provisions: Additional provisions when beneficiaries include foreign residents, addressing international tax implications

2. Corporate Trustee Provisions: Specific provisions when the trustee is a company rather than an individual

3. Minor Beneficiary Provisions: Special provisions for handling distributions to underage beneficiaries

4. Investment Strategy: Detailed investment guidelines and restrictions, particularly relevant for investment trusts

5. Appointor Provisions: Powers and procedures for appointing and removing trustees, if this role is included

6. Business Operation Provisions: Specific clauses for trading trusts or trusts operating a business

7. Family Law Provisions: Additional protections relating to relationship breakdowns of beneficiaries

8. Guardian Provisions: Provisions for appointment and powers of trust guardians, if required

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Details of the settlement sum and any other initial trust assets

2. Schedule 2 - Named Beneficiaries: List of specifically named beneficiaries and their details

3. Schedule 3 - Trustee Powers: Detailed enumeration of specific trustee powers and authorities

4. Schedule 4 - Excluded Beneficiaries: List of persons specifically excluded from benefiting from the trust

5. Schedule 5 - Investment Powers: Detailed investment powers and any restrictions

6. Schedule 6 - Trustee Remuneration Schedule: Details of agreed trustee fees and charges

7. Appendix A - Execution Requirements: Forms and requirements for proper execution of trustee decisions

8. Appendix B - Meeting Procedures: Procedures for trustee meetings and decision-making processes

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

Wealth Management

Estate Planning

Private Banking

Family Office

Professional Services

Investment Management

Real Estate

Business Services

Retail

Healthcare

Education

Charitable Organizations

Agriculture

Relevant Teams

Legal

Wealth Management

Trust Administration

Compliance

Tax Advisory

Estate Planning

Risk Management

Corporate Services

Investment

Private Client Services

Relevant Roles

Trust Lawyer

Estate Planning Attorney

Legal Counsel

Trust Administrator

Wealth Manager

Financial Advisor

Tax Accountant

Trust Manager

Compliance Officer

Company Secretary

Family Office Manager

Private Client Advisor

Property Manager

Investment Manager

Corporate Trustee Director

Risk Manager

Trust Operations 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.