Consider this if…
- The existing name is outdated or unsuitable
- A family or business wants a more neutral name
- Banks or advisers require evidence of the change
- Records use inconsistent versions of the trust name
How it works
Send us the trust record
We review the signed deed, later amendments and the people or entities involved.
At the start
We identify the legal pathway
We check the relevant power, approvals, documents and whether accounting, tax or duty advice is needed.
After document review
We prepare the documents
We prepare the deed, resolutions, consents and supporting records included in the agreed scope.
Timing confirmed with the scope
Signing and completion
We explain execution and the records or notifications required after signing.
After approval
Fee
Quoted in writing before we start
GST inclusive
The scope, fee and expected timing are confirmed in writing before work begins.
Confirm what is actually changing
We distinguish a change of descriptive name from a change to the trustee, beneficiaries, property or rights. If more than the label is changing, a different legal process may be required.
Use the deed's amendment power
The trust deed and later amendments must be reviewed to identify the proper document and decision-maker. The change should not be drafted in a way that unintentionally affects the trust's substantive terms.
Update the practical record
Banks, accountants, investment platforms, contracts and registrations may need evidence of the change. We identify the follow-up steps included in the engagement.
Frequently asked questions
Does changing the trust name create a new trust?
A properly documented change of name should not itself create a new trust, but the deed and proposed document need to be reviewed to avoid changing substantive rights.
Is a trust name registered with ASIC?
The trust itself is not registered as a company. A corporate trustee and any registered business name are separate and may have their own records.
Do we need a new ABN?
That is an administrative and tax question to confirm with your accountant or the relevant registry. We provide the legal deed and supporting records.
Related services
Send the signed deed and tell us what has happened or what you need to change.
Ask about this trust service