Trust Distribution

Create your Trust Distribution Resolution or Minutes online

Why do I need a Trust Distribution Resolution or Minutes?

A Trust Distribution Resolution or Minutes records how the trust’s income is distributed to beneficiaries. It helps ensure your trust complies with tax laws and avoids unnecessary tax penalties. Most trusts must complete this resolution before the end of the financial year to confirm who receives income and in what amounts.

Quick and Easy Online Trust Distribution Resolution or Minutes

Set up your Trust Distribution Resolution or Minutes quickly with step-by-step guidance for trustees and beneficiaries. You’ll receive the documents needed to record income distributions for your Discretionary Trust, assisting you with meeting trust law and tax requirements. The Trustee retains full discretion over how income and capital are distributed to beneficiaries, as allowed by the trust deed.

Trust Distribution Resolution or Minutes

A Trust Distribution Resolution or Minutes records how the trust’s income is distributed to beneficiaries. It helps ensure your trust complies with tax laws and avoids unnecessary tax penalties.

Digital:$110 inc GST
Slimline:$153 inc GST
Binder:$210 inc GST

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All Trust Documents

Trust Distribution Resolution or Minutes
- Digital:$110 inc GST
- Slimline:$153 inc GST
- Binder:$210 inc GST
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A Trust Distribution Resolution or Minutes records how the trust’s income is distributed to beneficiaries. It helps ensure your trust complies with tax laws and avoids unnecessary tax penalties.
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Discretionary Trust
- Digital:$160 inc GST
- Slimline:$203 inc GST
- Binder:$260 inc GST
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Generate the documents required to set up a flexible Discretionary Trust structure where the Trustee has the discretion to determine income and capital distributions to beneficiaries without pre set entitlements.
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Discretionary Trust (Fully Reserved Lineal Descendants)
- Digital:$330 inc GST
- Slimline:$373 inc GST
- Binder:$430 inc GST
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This Deed restricts the distribution of trust assets (both capital and income) to the designated/named beneficiaries and their lineal descendants and certain other beneficiaries such as related companies and trusts, charities etc.
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Discretionary Trust (Capital Reserved Lineal Descendant)
- Digital:$330 inc GST
- Slimline:$373 inc GST
- Binder:$430 inc GST
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This Deed limits the capital of the trust to benefit specified lineal descendant beneficiaries. Income beneficiaries are a broader range of beneficiaries, e.g., related entities, charities etc.
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Change of Trustee of Discretionary Trust
- Digital:$220 inc GST
- Slimline:$263 inc GST
- Binder:$320 inc GST
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Retire or remove all existing trustees (including any that intend to continue as Trustee) and then appointing new trustees (including those wishing to continue).This service is to change the trustee/s of a Discretionary Trust. The Deed of Change of Trustee takes the approach of retiring or removing all existing trustees (including any that intend to continue as Trustee) and then appointing new trustees (including those wishing to continue).
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Deed of variation (Exclude Foreign Beneficiaries)
- Digital:$220 inc GST
- Slimline:$263 inc GST
- Binder:$320 inc GST
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This Deed of Variation is to vary an existing Discretionary Trust to include provisions in it that specifically and irrevocably exclude any “Foreign Person” from benefiting from the Trust.
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All pricing is GST inclusive
All pricing is ASIC fee inclusive

*Deed Stamping available for NSW and VIC for $66. Additional copy fee is $20 per copy for NSW and free of charge for VIC. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
**Deed stamping availabe only in NSW for $66. Additional copy fee is $20 per copy. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
+ Slimline – a presentation folder for easier filing, containing two hard copies of the documents.
++Binder – a high-quality binder containing three hard copies of the documents. Please refer to https://help.nowinfinity.com.au/hc/en-au/articles/360002058255-How-to-order-a-hard-copy-of-a-Document for more details

Frequently Asked Questions

Can I change a Trust Distribution Resolution after signing it?

No, once the resolution is signed and the financial year has ended, changes generally cannot be made. Trustees should carefully review the distribution plan before finalizing it.

Does this document apply to all types of trusts?

No, Trust Distribution Resolutions are mainly required for discretionary (family) trusts. Fixed or unit trusts have different distribution rules.

What happens if I don’t prepare a Trust Distribution Resolution?

If a resolution is not completed on time, the trust’s income may be taxed at the highest marginal rate instead of being distributed to beneficiaries.

What is a Trust Distribution Resolution or Minutes?

A Trust Distribution Resolution or Minutes is a document that records how a trust’s income is distributed among beneficiaries for a financial year.

When do I need to prepare a Trust Distribution Resolution?

It should generally be completed and signed by the trustee before the end of the financial year (typically June 30) to be effective.

Who needs to sign the Trust Distribution Resolution?

The trustee(s) of the trust must sign the resolution in accordance with the trust deed’s requirements.

Why do I need to complete a Trust Distribution Resolution?

Most discretionary trusts must document income distributions before the end of the financial year to ensure compliance with tax laws and avoid default taxation outcomes.

Optional Legal Review

We provide practical, reliable optional legal review that make it easy for you and your clients to feel confident when getting legal sign-off on documents.

With direct and streamlined access to our trusted legal services provider DGF Morgan, your documents are reviewed by experienced lawyers. This helps protect you and your clients from potential risks tailored to your specific circumstances.

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