A Bare Trust Deed is essential for establishing a simple trust structure in Australia where the trustee's sole responsibility is to hold legal title to property for the absolute benefit of the beneficiary. This document is commonly used in property investments, family asset planning, and business structures where simplified trust arrangements are desired. The Bare Trust Deed must comply with Australian trust law principles, state-specific legislation, and taxation requirements. It's particularly useful in situations requiring clear separation of legal and beneficial ownership, such as property holdings, investment structures, or family wealth management. The deed includes essential details about the trust property, parties involved, and the bare trust arrangement, while ensuring compliance with relevant Australian legal and regulatory requirements.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Parties: Identifies the Settlor, Trustee(s), and Beneficiary(ies) with their full legal names and addresses
2. Background: Sets out the context of the trust creation and intention to create a bare trust
3. Definitions: Defines key terms used throughout the deed for clarity and legal certainty
4. Declaration of Trust: Formal declaration establishing the bare trust and confirming the trustee holds the trust property for the beneficiary
5. Trust Property: Clearly identifies and describes the property being held in trust
6. Powers and Duties of Trustee: Outlines the limited role of the trustee in a bare trust arrangement
7. Rights of Beneficiaries: States the absolute entitlement of beneficiaries to the trust property and income
8. Trust Administration: Basic administrative provisions for maintaining the trust
9. Execution: Formal execution clauses and signing requirements
1. Trustee Indemnity: Additional protection for trustees - recommended when trustee liability is a concern
2. Trustee Resignation and Replacement: Include when flexibility for trustee changes is desired
3. Foreign Beneficiary Provisions: Required when beneficiaries are or may become foreign residents
4. Property Dealing Provisions: Include when trust property includes real estate or requires specific dealing provisions
5. Multiple Trustee Provisions: Include when there are multiple trustees or this possibility is contemplated
6. Trust Termination: Detailed provisions for ending the trust - include when specific termination circumstances are anticipated
7. Variation of Trust: Include when some flexibility to modify trust terms might be needed
1. Schedule 1 - Trust Property: Detailed description and/or inventory of trust property
2. Schedule 2 - Beneficiary Details: Full details of beneficiaries including specified entitlements if applicable
3. Schedule 3 - Settlement Sum: Details of initial settlement sum (if applicable)
4. Appendix A - Execution Requirements: Specific execution requirements and forms for different party types
5. Appendix B - Consent Forms: Standard forms for beneficiary consents or trustee appointments/resignations
6. Appendix C - Transfer Forms: Templates for transferring trust property ownership
Relevant legal definitions
Clauses
Interpretation
Declaration of Trust
Trust Property
Trustee Powers
Trustee Duties
Beneficiary Rights
Trust Administration
Trustee Indemnity
Proper Law
Amendment and Variation
Trust Duration
Termination
Trustee Appointment and Removal
Notices
Governing Law
Dispute Resolution
Execution
Severability
Costs and Stamp Duty
Declaration of Trust
Trust Property
Trustee Powers
Trustee Duties
Beneficiary Rights
Trust Administration
Trustee Indemnity
Proper Law
Amendment and Variation
Trust Duration
Termination
Trustee Appointment and Removal
Notices
Governing Law
Dispute Resolution
Execution
Severability
Costs and Stamp Duty
Relevant Industries
Real Estate
Financial Services
Investment Management
Wealth Management
Property Development
Professional Services
Family Business
Mining
Agriculture
Retail
Relevant Teams
Legal
Finance
Compliance
Property Management
Investment
Wealth Management
Tax Advisory
Trust Administration
Risk Management
Corporate Secretariat
Relevant Roles
Legal Counsel
Property Manager
Trust Administrator
Investment Manager
Financial Advisor
Tax Accountant
Estate Planner
Wealth Manager
Company Secretary
Compliance Officer
Property Developer
Business Owner
Corporate Trustee
Risk Manager
Find the exact document you need
Supplemental Trust Deed For Appointment Of Trustee
An Australian legal document that formalizes the appointment of a new trustee and retirement of an existing trustee, ensuring proper transition of trust responsibilities and assets.
find out more
Purchase Deed Of Trust
An Australian legal document establishing a trust structure for purchasing and holding property or assets, combining trust and property law elements under Australian jurisdiction.
find out more
Private Discretionary Trust Deed
An Australian legal document establishing a discretionary trust structure for flexible asset management and distribution, governed by federal and state trust laws.
find out more
Discretionary Family Trust Deed
An Australian legal instrument establishing a discretionary family trust, defining trustee powers and beneficiary rights for effective family asset management and distribution.
find out more
Deed Of Appointment Discretionary Trust
An Australian legal document facilitating the appointment of new trustees to a discretionary trust, including transfer of powers and responsibilities under Australian law.
find out more
Voluntary Trust Deed
An Australian law-governed deed establishing a voluntary trust arrangement, defining trustee powers, beneficiary rights, and trust management rules.
find out more
Trust Deed Fund
An Australian law-governed deed establishing and regulating a trust fund structure, defining relationships between trustees, beneficiaries, and operational framework.
find out more
Registered Trust Deed
An Australian legal document that establishes and governs a trust arrangement, setting out trustee powers, beneficiary rights, and administrative provisions, requiring official registration.
find out more
Pension Scheme Trust Deed
An Australian law-governed trust deed establishing and regulating a superannuation fund, setting out operational terms and compliance requirements.
find out more
Employee Ownership Trust Deed
An Australian law-governed trust deed establishing an Employee Ownership Trust to hold and manage company shares for employee beneficiaries.
find out more
Definitive Trust Deed
An Australian law-governed document that establishes a trust and defines its terms, structure, and operational framework.
find out more
Deed Of Interest
An Australian law-governed deed that creates or transfers legal or equitable interests in property or assets, meeting formal requirements under Australian property and contract law.
find out more
Deed Of Amendment And Restatement
An Australian law deed that amends an existing agreement and restates it in full, incorporating all changes into a single consolidated document.
find out more
Deed Amendment
An Australian legal instrument that formally modifies an existing deed while maintaining compliance with state-specific deed requirements and formalities.
find out more
Trust Deed Amendment
An Australian legal document that modifies an existing trust deed's terms and conditions, subject to Australian trust and tax law requirements.
find out more
Bare Trust Deed
An Australian legal document establishing a bare trust arrangement where a trustee holds property for a beneficiary with minimal active duties.
find out more
Protected Trust Deed
An Australian legal document establishing a protected trust arrangement for asset management and debt restructuring, compliant with Australian trust and insolvency laws.
find out more
Deed Of Appointment Trust
An Australian legal instrument that formally appoints new trustees to an existing trust and documents the transfer of trust responsibilities and assets.
find out more
Promissory Deed
An Australian law-governed deed that creates a legally binding promise between parties, typically used for financial or performance obligations with enhanced enforceability.
find out more
Trust Deed Variation
An Australian legal document that modifies an existing trust deed's terms while ensuring compliance with federal and state trust laws.
find out more
Declaration Of Bare Trust
An Australian legal document establishing a bare trust arrangement where a trustee holds assets solely for a beneficiary's benefit, subject to federal and state trust laws.
find out more
Quick Deed Of Trust
An Australian legal document establishing a simplified trust arrangement, setting out essential terms for trustees, beneficiaries, and trust property management.
find out more
Deed Of Vesting Of Trust
An Australian legal document that formally terminates a trust and governs the distribution of trust assets to beneficiaries, ensuring compliance with Australian trust and tax laws.
find out more
Deed Of Confirmation Of Trust
An Australian legal document that formally confirms and evidences existing trust arrangements, including terms, assets, and parties involved in the trust structure.
find out more
Simple Deed Of Trust
An Australian legal document establishing a trust arrangement, defining the relationship between trustees and beneficiaries, and setting out the terms for managing trust assets.
find out more
Public Trustee's Deed
An Australian legal instrument establishing the Public Trustee's authority and responsibilities in managing assets, estates, or financial affairs under state jurisdiction.
find out more
Trust Deed Variation To Exclude Foreign Beneficiaries
An Australian law trust deed variation document that modifies an existing trust to exclude foreign beneficiaries, ensuring compliance with foreign investment regulations.
find out more
Pocket Deed Of Trust
An Australian legal instrument establishing a condensed trust arrangement, defining trustee powers, beneficiary rights, and trust administration requirements.
find out more
Deed Of Advancement Terminating Trust
An Australian legal document that formally terminates a trust arrangement and governs the distribution of trust assets to beneficiaries.
find out more
Seller Financed Deed Of Trust
An Australian legal document establishing a seller-financed property purchase arrangement where the property is held in trust as security until full payment is made.
find out more
Personal Injury Trust Deed
An Australian legal document establishing a trust to manage and protect personal injury compensation funds, ensuring appropriate administration and beneficiary care.
find out more
Junior Deed Of Trust
An Australian legal document establishing a simplified trust structure for managing assets and distributions, suitable for smaller-scale trust arrangements.
find out more
Supplemental Deed
An Australian law-governed formal document that modifies or adds to an existing deed's terms while maintaining its formal deed status.
find out more
Community Trust Deed
An Australian legal document establishing a trust structure for community benefit purposes, defining trustee duties, governance, and distribution rules.
find out more
Business Trust Deed
An Australian legal document establishing a business trust structure, defining trustee powers, beneficiary rights, and operational framework under Australian law.
find out more
Revocable Deed
An Australian law-governed Revocable Deed providing formal deed benefits with built-in revocation flexibility.
find out more
Simple Declaration Of Trust
An Australian legal document establishing a trust arrangement, detailing how trustees hold and manage assets for beneficiaries under Australian law.
find out more
Supplemental Deed Of Trust
An Australian legal document used to amend or modify an existing trust deed, subject to Australian federal and state trust laws.
find out more
Subordinate Deed Of Trust
An Australian legal document establishing a secondary trust structure under a master trust, defining its governance, assets, and beneficiary arrangements.
find out more
Replacement Trust Deed
An Australian law-governed deed that replaces and updates an existing trust deed while maintaining the trust's fundamental structure and ensuring modern compliance.
find out more
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)