Trust Fees and Charges
A trust is created by a Will, a deed, declaration or court order. Trusts are a way of providing continuing support for beneficiaries. If NSW Trustee & Guardian administers an estate that includes a continuing trust, the one-off trustee fee is not charged. If setting up a new trust or transferring a trust to NSW Trustee & Guardian, the one-off fee is charged.
Trust Administration Fees (incl. GST)
|One-off trustee fee
Based on asset values:
3.85% on the first $100,000
2.75% on the second $100,000
1.65% on the third $100,000
0.55% any amounts over $300,000
Minimum fee of $220
||0.77% per year on value of assets held (excluding the principal place of residence)*
||$132 per year
|| 0.11% per year of value of assets invested in NSW Trustee & Guardian investment funds
*For some categories of trusts, including but not limited to testamentary, inter vivos, trusts for sale, or trusts resulting from a family provision claim, the principal place of residence is included in the asset total.