trusts

Build and Manage Trusts with Confidence to Secure Your Assets with our Legal Advice.

At Endeavour Commercial & Property Lawyers we help Newcastle and Hunter Region clients create and manage trusts that safeguard their wealth and achieve their goals. Based in Newcastle NSW, our team specialises in drafting, reviewing, and advising on trusts—whether for family protection, business purposes, or investment. From setting up discretionary trusts to amending existing ones, we provide clear, tailored guidance to ensure your trust works for you, now and in the future.

Our services.

Drafting & Reviewing Trusts.

We craft and review trust deeds to suit your needs, ensuring they’re legally sound, tax-efficient, and aligned with your intentions. Our focus includes:

  • Discretionary (Family) Trusts: Flexible trusts ideal for families. We draft deeds that allow trustees to distribute income and capital among beneficiaries (e.g., family members) at their discretion, offering asset protection and tax benefits.

  • Unit Trusts: Perfect for investment or business ventures. We create unit trusts where beneficiaries hold fixed ‘units,’ ensuring clear ownership and profit-sharing arrangements.

  • Fixed Trusts: For certainty and simplicity. We set up fixed trusts with predetermined beneficiary entitlements, often used for specific purposes like property holdings.

Advising on Trusts.

We provide expert advice on trust structures, compliance with Australian law (including the Trusts Act 1973 where applicable in NSW), and how to maximize benefits like asset protection, tax planning, and succession.

Amending & Varying Trusts

Need to update your trust? We guide you through:

·         Reviewing the trust deed to confirm amendment powers

·         Drafting deeds of variation to change terms, beneficiaries, or trustees

·         Advising on legal procedures, including obtaining consent (e.g., from beneficiaries or appointors) and ensuring compliance with tax and stamp duty rules

Ensuring variations align with the trust’s original purpose to avoid resettlement risks

Why Choose us?

Tailored Solutions 

We provide personalised legal advice and solutions that align with your business goals.

Experienced team

Our lawyers have extensive experience in business law, ensuring you receive expert guidance.

Proactive Approach

We anticipate potential legal issues and address them before they become problems.

Transparent Communication

We keep you informed at every step, ensuring you understand your legal options and decisions.

Need trust advice?

Endeavour Commercial & Property Lawyers is your trusted partner in Newcastle. Contact us today for a free consultation and discover how we can support your growth.