Investing made easy for trusts

What documents do I need to provide to open a trust account?

For all trust applications such as a family, discretionary or testamentary trust (not including SMSFs) we require a full copy of the trust deed, with the following pages certified:

1. The front/title page of the trust deed
2. Any schedules*
3. Pages listing the Trustees and Beneficiaries
4. The execution (signing) page

This can be uploaded during the application process or our team will reach out to you, in order to finalise your application.

Read more about Stockspot's certification requirements.

What is a discretionary trust?

A discretionary trust is one where the trustee, (often a private family controlled company), enjoys the freedom to make choices over the control and allocation of assets and income for the benefit of the beneficiaries. This includes private investment portfolios. The trustee is the legal owner of the trust assets and the beneficiaries hold the beneficial interest in the trust assets.

What is a family trust?

Family trusts are a popular type of discretionary trust used to hold assets or run a family business. They are usually established to manage certain assets or investments and support beneficiaries. A family trust is passed on to the next generation of beneficiaries, making it an effective tool for holding inheritances.

Should I invest through a trust?

You should speak with your accountant or financial advisor before setting up any form of trust to make sure it's right for you.

Can I draw-down income for expenses?

Yes, you can elect to have quarterly income distributed to you.

Can I talk to an expert for advice?

Yes, you can speak with one of our expert investment advisers whenever you need. We can also help review your existing portfolio or work with your accountant on a transition plan. Schedule a call with our advisers.