Deed of variation of discretionary trust

Deed of variation of discretionary trust
Author(s) : Black, S L; Carroll, P D
Short Description :
Publisher : Digital
Format : Word document deliver by email
ISBN : 0000690783
Published : January, 2011

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This precedent document is a template deed of variation of discretionary trust. It is a deed of variation designed to change the terms of an existing discretionary trust. The precedent is to be executed as a deed by the trustee and appointer, as provided for in the original trust deed for the discretionary trust.

The precedent deed of variation includes clauses relating to:
· the changes to the trust deed; and
· relevant consents and other consequential terms.

The precedent deed is suitable for use where:
· a discretionary trust has previously been established;
· the trustee is permitted to amend the trust deed; and
· the changes to the trust deed are to be formalised, as set out in a deed of variation.

Similar or related precedents available for purchase include:
· Deed establishing discretionary trust
· Deed of appointment and retirement of a trustee of discretionary trust
· Nominee trust deed in respect of land
· Nominee trust deed in respect of shares
· Unit trust deed

Current updating authors:


· Selwyn L Black, B Com LLM (Syd); Solicitor of the Supreme Court of New South Wales, of Carroll & O'Dea Business Lawyers, Sydney

· Peter D Carroll, LLM (Hons) (Syd), Solicitor of the Supreme Court of New South Wales, of Carroll & O'Dea Business Lawyers, Sydney