Bloodline Family Trust

Trusts designed to assist with future proofing wealth

Quality documents • Premium service • Cost effective

Form a Bloodline Family Trust from $350. This package includes all documentation needed to form a trust. These are created and stored on your dashboard in minutes. A bank kit is included to simplify opening your trust’s bank account.

What is a bloodline family trust?

Bloodline Family Trusts are special purpose trusts that allow for the control of trust property without beneficial ownership of it. A Bloodline Family Trust is designed to protect and preserve wealth for future generations by ensuring trust assets and income remain within the family bloodline. Some reasons to establish a Bloodline Family Trust may include:

Specific Beneficiary Classes - A Bloodline Family Trust structure specifies who is eligible to receive distributions from the trust. Normally, these beneficiaries are limited to individuals who are direct blood descendants or those within a specified family unit.
Asset Protection – A Bloodline Family Trust provides general asset protection much like a regular family trust and helps shield against potential creditors. This trust type also intends to limit claims from third parties (such as your children’s partners, or business ventures) from claiming against the trust.
Smart Tax Planning - A Bloodline Family Trust provides flexibility benefits, especially for investment income to be distributed around a family. Income from the trust can be split to potentially minimise tax obligations for beneficiaries or to provide for specific needs. Individual or company structures may not provide this flexibility.
Continuing Appointments - Bloodline Family Trust trusts appoint new trustees from within the bloodline or family to manage the trust after the original trustee. These trustees must ensure the trust's goals are met and its assets protected, focusing on the long-term preservation of wealth for the designated beneficiaries.

Who should consider a Bloodline Family Trust

Bloodline Family Trusts can be used by any family. This trust type may be useful for people with:

Have substantial assets to pass to the next generation
Are concerned about their children's marriages or business ventures
Wish to protect their assets within their bloodline
Want to provide flexible income distribution and tax benefits for their families

Bloodline Family Trust Deed
Bank Kit
Minutes of Meeting
Complimentary Template Documents

Download Order Form
from $POA

Documents included with the Bloodline Family Trust Package

Bloodline Family Trust Deed
Bank Kit
Minutes of Meeting

How much does it cost to prepare share buy back documents ?

The cost to reinstate a company varies. Once we receive your order, we will provide you with a fee estimate.

How long does it take to reinstate a company?

Due to the timing requirement imposed by the Corporations Act. The entire process can take 2-3 weeks to prepare and lodge all the required documentation.

Should I seek legal advice?

The summary displayed on this page is for information purposes only. Summary for share buy back should be considered general in nature, and should not be a substitute for professional legal advice. You must always seek your own independent legal, financial and accounting advice about your unique situation.

Quality Documents

We provide high quality documentation which is carefully drafted by our in-house lawyers. Other firms provide out of the box solutions for all clients, here at Abbots we provide tailored documents based your needs. We invest time in ensuring all documents are current and compliant.

Premium Service

We provide a premium service. We understand that each client has individual requirements and as such we tailor our service to ensure you are creating your documents in a timely and accurate manner. We pride ourselves on going the extra mile to ensure our clients are satisfied.

Instant Documentation

Our innovative platform allows for your documents to be created within minutes. Our easy online ordering system allows all your procedures to be stored indefinitely for you to download when you require.

Cost-effective

For over three decades Abbots has remained the most competitive provider of legal documentation. We constantly review our costs and ensure that our clients are not paying more than they have too.

Innovative

We provide integrations with our partners which makes ordering easier. Integration with BGL allows company file data to be exported into your software from the minute your company was incorporated.

Easy online ordering

We provide an easy ordering process that ensures our clients can efficiently place orders. Clients can also submit handwritten orders. All forms are easily accessible under our resources tab.