SUBSTITUTION OF TRUSTEE - TEMPLATE

Change A Trustee in 7 Minutes. No Lawyer's Fees

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YOUR DEED OF SUBSTITUTION OF TRUSTEE IN BLACK & WHITE

With our downloadable Deed of Substitution of Trustee, you can get your agreement in black & white generally in less than 7 minutes. 

The Legal Zebra Template guides you through the process, so you can confidently secure your change of trustee for your family or discretionary trust with a formal, yet easy to follow, Agreement. 

You'll avoid "legal overwhelm" and lawyer's fees and formalise your trust arrangements with a binding legal Deed in place. 

Guy TaylorDirector, Tourism Tasmania

"A revelation! The gold standard in simple, secure, legal documentation. So pleased I will never have to go back to exorbitant fees and haughty service."

WHY YOU NEED A DEED OF SUBSTITUTION OF TRUSTEE

If you appointing a new company or individual to act as the trustee for a trust, you will need a Deed of Substitution of Trustee. This is also known as a Deed of Appointment and Retirement of Trustee. 


WHEN TO USE THIS DEED OF SUBSTITUTION OF TRUSTEE

This Template can be used for most Australian family trusts/discretionary trusts. 

You can use Legal Zebra's downloadable Template to put a basic legally binding Deed of Substitution of Trustee in place. It usually takes less than 7 minutes to complete the document. 

The Legal Zebra Template is up to date and suitable for use in all States and Territories of Australia including NSW, VIC, ACT, WA, SA, NT, Tasmania and Queensland. Many people outside Australia also use this document because it's so easy to use.

If your trust arrangements are complicated, or the transaction has substantial value, you should seek personalised advice from a lawyer and accountant.

Here are some examples of when to use our Deed of Substitution of Trustee Template...

Example: Appointing a corporate trustee to replace an individual trustee

We run our business through a family trust. We have been advised that it is safer to have a company act as the trustee of our family trust in case we get sued. So, we want to retire the individual trustees and appoint new trustees. We need a formal Deed to record this. 

Example: One of the trustees has passed away and can no longer act

As one of the individuals who act as trustee of our family trust has died, we want to remove them from the trust documents. We need a simple document to record the changes of trustees. 


WHAT'S COVERED IN THIS DEED OF SUBSTITUTION OF TRUSTEE TEMPLATE

Legal Zebra's Australian Deed of Substitution of Trustee Template includes these important provisions...

NEW TRUSTEE DETAILS

Include details of the New Trustee including name and ABN.

RETIRING TRUSTEE DETAILS

Specify the details of the Retiring Trustee.

IDENTIFY THE TRUST

State the name of the trust and the trust deed to ensure the trust is properly identified. 

APPROVAL OF APPOINTOR/GUARDIAN

Confirm that the Appointor and/or Guardian of the Trust approves the change of trustee.

CHANGE OF TRUSTEE

Confirm that the New Trustee will take over from the Retiring Trustee

CHANGEOVER DATE

Specify the date that the change of trustee will take place for your trust.

LEGAL TIPS

Easy to follow tips and examples to help complete your Deed of Substitution of Trustee Template with confidence.

Make Your Deed of Substitution of Trustee Now!
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