Trust fees
At NSW Trustee and Guardian, we provide you with a friendly and comprehensive service to prepare your trust documents.
Setting up a new trust or transferring a trust to NSW Trustee and Guardian
A trust is created either by a Will, a deed, declaration or court order.
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If NSW Trustee and Guardian administers an estate that includes a continuing trust, the one-off Trustee fee is not charged.
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If you are setting up a new trust or transferring a trust to NSW Trustee and Guardian, the one-off trustee fee is charged.
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If legal work is undertaken for you by our legal team or by external legal service providers, these costs will be additional to NSW Trustee and Guardian trust administration fees.
Fees (including GST) |
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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 |
The following fees apply when NSW Trustee and Guardian is administering the trust. |
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Trust management |
0.77% per year on value of assets held |
Account keeping |
$132 per year |
Investment |
0.165% per year of value of Primary Portfolio and 0.385% of Growth portfolio invested in NSW Trustee and Guardian (fees are GST inclusive). |
Additional fees that may apply (including GST) |
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Lodgement of tax return |
$297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Tax investigation without lodgement |
$148.5 first hour $253 additional hourly rate (charged in 15-minute blocks) |
We can help you to set up a trust during your Will appointment.
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