Establishing a trust can be a powerful strategy for asset protection, estate planning, and charitable endeavours. At Clearly Legal, we provide expert advice on the establishment, management, and administration of trusts, ensuring they meet your needs while complying with legal requirements. Whether you aim to secure assets for future generations, manage charitable activities, or protect your investments, our tailored solutions offer the guidance and support necessary to achieve your objectives effectively.
We handle various trust types, including discretionary trusts, unit trusts, and charitable trusts, ensuring your legal structure fits your unique situation.
Clearly Legal offers ongoing support for trust administration, advising on trustee duties, compliance issues, and asset distribution. We ensure the integrity and purpose of your trust over time, making sure it operates smoothly and according to your intentions.
Our trust legal services include:
- Personalised advice on selecting the right type of trust.
- Drafting and reviewing trust deeds and related documents.
- Guidance on trust administration and legal compliance.
- Strategies for asset protection and tax planning.
- Support for charitable trusts, including registration and governance.
- Resolution of disputes related to trusts and their management.
At Clearly Legal, we provide the legal expertise needed to leverage trusts effectively, protecting your assets and fulfilling your wealth protection or philanthropic goals with confidence.
Not Quite Ready? Start Here
Explore Our Free Legal Resources
Trusted By Industry Leaders
Client Experiences
CHERIE ARCHER
It is apparent that Shelley has a great reputation - because when I needed help recently with setting up a contract for an upcoming work project in SA my networks led me to Shelley at Clearly Legal in Sydney! I found Shelley very easy to communicate with (via phone, zoom and email) - as she offers the right mix of empathy, listening and efficiency, and I am very happy to now have a robust agreement as I set forth on the project. The Clearly Legal fee schedule and quoting process were very user friendly, and in the perfect ball-park for a sole trader like me.
TANYA DELZOTTO
I reached out to Shelley from Clearly Legal to help me with finalising my terms and conditions for my small business. Shelley was excellent throughout the whole job and very helpful with giving me legal advice with any questions I had as well.
HAWKESBURY HOMES
We were very happy with the service that was provided to us. Shelley is professional, prompt, efficient and lovely to deal with. We have no hesitation in recommending Clearly Legal.
Simplifying Your Legal Journey
Our client-focused process is designed to integrate seamlessly with your business needs. From initial consultation to tailored legal strategies, we guide you through every step with clarity and efficiency. Experience a hassle-free approach to legal services, letting you focus on what matters most — growing your business.
Initial Contact
Your first step towards legal clarity. Contact us and we'll swiftly arrange a meeting that fits into your schedule — phone, online, or in-person in the heart of Sydney.
Free Initial Meeting
Let's delve into your legal needs. This complimentary session is our opportunity to understand your business and provide preliminary guidance.
Transparent Quoting
Clarity in every quote. Receive a straightforward proposal with fixed fees for most services, ensuring you know exactly what to expect.
Engagement and Action
Seamlessly turning plans into action. Upon your agreement, we swiftly proceed to address your legal matters with expertise and diligence.
Bespoke Document Preparation
Crafting documents that fit your business like a glove. Our tailor-made legal documents are meticulously prepared to meet your specific needs.
Building Long-Term Relationships
Growing with your business. Many clients continue with us for ongoing support, benefiting from a partnership that adapts to their evolving needs.
The Privacy Act In Australia, the Privacy Act 1988 (Cth) regulates how personal information is handled by Australian Government agencies and businesses. Does my business need to comply with the Privacy Act? The Privacy Act applies to most Australian Government agencies, all private-sector and not-for-profit organizations with an annual turnover of more than AUD 3 million, as well as some smaller businesses that handle certain types of personal information,
If you are considering starting your own business, one of the first decisions you will need to make is whether to set up as a sole trader or as a company. A sole trader is an individual who owns and operates a business. Setting up as a sole trader can be a relatively straightforward process, but it’s important to understand the legal requirements involved. Business Name Registration If you
An indemnity is a legal term used to describe an agreement between two parties in which one party agrees to compensate the other party for any losses or damages incurred as a result of a particular event or situation. Indemnities are commonly used in commercial contracts to provide protection to one party in the event that the other party breaches the agreement or causes harm to a third party.
