A Hybrid Trust Setup is a flexible legal structure that combines elements of both discretionary and unit trusts. It allows for fixed entitlement to income and capital (like a unit trust), while also offering discretionary powers to distribute additional income (like a discretionary trust).
This type of trust provides the benefits of income certainty for unit holders and the strategic tax advantages of a discretionary distribution. A hybrid trust setup is particularly useful for complex investment structures, family wealth planning, or joint business ventures where both control and flexibility are essential.
Using a local expert ensures your trust complies with Victorian laws and ATO requirements while achieving your financial goals.
A properly structured hybrid trust setup provides multiple advantages:
A well-managed hybrid trust setup in Australia can meet both personal and commercial goals while remaining tax-efficient and legally compliant. Set up your hybrid trust with confidence, backed by our comprehensive Accounting Services.
A hybrid trust setup is especially beneficial in the following scenarios:
This structure is complex, so it’s important to work with experts familiar with trust law and tax implications.
We provide end-to-end services for Hybrid Trust Setup tailored to individuals, families, and businesses in Melbourne, Sydney, Brisbane, Tasmania, Geelong and other major cities of Australia.
We work with legal professionals to prepare a compliant and tailored hybrid trust deed that reflects both fixed and discretionary elements.
Our team ensures your hybrid trust setup in melbourne is structured to optimise tax outcomes while fully complying with ATO guidelines.
We help you define roles, issue units, and manage the distribution policies clearly from the start.
We handle all registrations, including ABN, TFN, and trustee obligations, to ensure a smooth launch.
Our advisors provide year-round support for tax compliance, income distribution, and updates to the trust structure as needed.
Get in touch today to explore how a hybrid trust can serve your long-term financial and investment goals.
Our process is transparent and focused on helping you achieve the best outcomes from your hybrid trust setup.
We begin by understanding your financial structure, business goals, and the intended use of the trust.
We work with you to develop a hybrid trust model that combines the right level of fixed and discretionary control.
We create a trust deed and establish trustee and unit holder arrangements based on your preferences.
We register your hybrid trust with the appropriate tax authorities and ensure all requirements are met.
We continue to support your trust’s management, offering guidance as laws change or as your financial needs evolve.
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A Hybrid Trust Setup combines the features of both unit trusts and discretionary trusts. This means some beneficiaries (unit holders) have fixed entitlements, while others can receive income or capital at the trustee’s discretion. It’s often used in joint ventures, family wealth planning, or complex investment structures.
Opting for a hybrid trust setup in melbourne allows you to take advantage of tax planning opportunities while ensuring clear legal structures for investment and income distribution. It’s especially useful for Melbourne-based families or businesses seeking both flexibility and fixed income rights.
A Hybrid Trust Setup offers flexibility in income distribution, effective tax planning, and stronger asset protection. It also suits situations involving unrelated parties or family members who require both assured returns and flexible distributions.
Yes, a hybrid trust setup is commonly used in property investment ventures where investors want fixed returns, but also the option to distribute excess profits or capital gains at the trustee’s discretion. This allows for tax-efficient strategies across different stakeholders.
Before starting a hybrid trust setup in melbourne, it’s important to understand the legal and tax implications. The trust deed must be carefully drafted to reflect both fixed and discretionary components, and the trust must comply with ATO guidelines to avoid unintended tax consequences.
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