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Looking to set up a Discretionary Trust?

Protect your assets, minimise tax, and give yourself greater flexibility over how your wealth is distributed with a professionally structured discretionary trust. At Allied Legal, we guide you through the process, offering tailored legal advice to suit your unique needs and goals.

Our services include:

  • Establishing Discretionary Trusts & Structuring

  • Trustee & Beneficiary Guidance

  • Tax Planning & Asset Protection Strategies

Book a free consultation today and start taking control of your financial future.

Specialist Commercial
Lawyers

Quick
Turnaround

Personalised
Service

Fixed
Fees

Get A Free Quote

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Please be advised, Allied Legal does not provide services in loans, family law, criminal law, or migration law.

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A family trust can be a powerful tool for managing your assets and ensuring wealth is distributed according to your wishes. At Allied Legal, we offer expert guidance in setting up and structuring your family trust to maximise tax benefits, protect your assets, and ensure that your wealth is passed down seamlessly to the next generation. We’ll work with you to understand your family’s needs and provide tailored legal advice on trustee duties, beneficiary rights, and other essential considerations. Get in touch today to start the process of setting up your family trust and securing your legacy.

About
Allied Legal

At Allied Legal, our commercial and startup specialist team is more than just legal experts. We are a diverse group of professionals with backgrounds spanning finance, technology, marketing, and more.

Our collective expertise goes beyond legal counsel; we understand the challenges Australian businesses face because we’ve been there ourselves.

3 .2K+

Founders & Startups Advised

200 M+

Transactions & Capital Raised

75 +

Years of Combined Legal Expertise

Rahul Kumar Director and Commercial lawyer at Allied Legal

Tailored Solutions to Empower Your Business

  • Establishing Family Trusts & Structuring

  • Trustee & Beneficiary Advice

  • Tax Planning & Asset Protection

  • Estate Planning & Will Structuring

  • Trust Deeds & Documentation

  • Family Trust Administration

  • Tax Minimisation Strategies for Families

  • Discretionary Trust Set-Up

Explore Our
Allied Services

Business Sales & Purchases

Successfully handle business sales or purchases with our expert legal guidance, ensuring smooth transactions and protecting your interests.

Business Set Up

Set your business on a solid legal foundation, ensuring compliance, reducing risks, and paving the way for long-term success.

Commercial Law

Navigate complex business transactions confidently, with our specialised commercial law services that mitigate risks and ensure legal compliance.

Consumer Law

Safeguard your business and customers by staying compliant with evolving consumer laws, minimising risks and protecting your reputation.

Contracts & Agreements

Create, review, and enforce contracts that are tailored to your business, ensuring clarity, protection, and legal enforceability.

Franchising

Whether launching or expanding, our legal expertise in franchising provides the foundation for successful franchise operations and growth.

The Allied Legal Difference

Industry
Specialisation

Access to the Startup
EcoSystem & Network

Value Based
Pricing

Quick
Turnaround

Personalised &
Bespoke Approach

Fixed
Fee Quotes

Big Firms Expertise
but Small Firm Agility

High Touch and
Consultative

How It Works

Our process is designed to be transparent, with fixed pricing and careful attention to detail, supported by our team of experts.

STEP 01

Complimentary Consultation

Enjoy a complimentary 15-minute consultation with our experienced lawyers, who will discuss your legal needs with you.

STEP 02

Fixed Fee Quote

We will provide you with a fixed fee quote. Once you agree to the quote, you can sign our engagement letter to proceed.

STEP 03

Draft Document Preparation

We will prepare draft documents for your review, allowing you the opportunity to ask questions and request any necessary changes.

STEP 04

Finalisation and Issuance

Receive your final documents! We will also assist you through the signing process to ensure everything is completed smoothly.

Meet the Team

Rahul Kumar
Rahul Kumar
Senior Corporate & Commercial Lawyer
Startups & Enterprises
Rahul Kumar

Rahul Kumar

Senior Corporate & Commercial LawyerStartups & Enterprises

Rahul Kumar is the founder of Allied Legal and a seasoned corporate lawyer with over 19 years of experience advising on complex corporate law matters. A recognised specialist in the startup and scaleup space, Rahul has a deep understanding of the legal and commercial challenges faced by high-growth businesses.

Having worked at both national and international firms, his expertise spans corporate structuring, capital raising, shareholder arrangements, mergers and acquisitions, and strategic governance.

Jean Kallmyr
Jean Kallmyr
Corporate & Commercial Lawyer
Startups & Enterprises
Jean Kallmyr

Jean Kallmyr

Corporate & Commercial LawyerStartups & Enterprises

Jean is a seasoned Corporate and Commercial Lawyer with 25+ years’ experience across law and business, including investment management and corporate governance.
 
With expertise in IP, employment law, and strategic advisory, she helps startups and purpose-driven companies navigate complex legal and commercial challenges. Jean holds a JD, an MBA, and is fluent in Mandarin and Swedish.

Nathan Lu
Nathan Lu
Corporate & Commercial Lawyer
Technology & Innovation
Nathan Lu

Nathan Lu

Corporate & Commercial Lawyer Technology & Innovation

Nathan is a corporate and commercial lawyer at Allied Legal, bringing a practical and down-to-earth approach to legal problem-solving.

With experience across government and private sectors, he’s advised on everything from tech and privacy matters to large-scale commercial projects.

Nathan has a knack for breaking down complex legal issues and delivering clear, commercially focused advice. He’s also passionate about legal innovation and has led digital transformation initiatives to help legal teams work smarter and faster.

Sheveen Abeyatunge
Sheveen Abeyatunge
Marketing & Business Development
Operations & Growth
Sheveen Abeyatunge

Sheveen Abeyatunge

Marketing & Business DevelopmentOperations & Growth

Sheveen is a skilled Digital Strategist with extensive experience on both client and agency sides. At Allied Legal, he leverages his expertise in digital marketing, business development, and operations to drive growth and create new opportunities for startups, innovation-focused ventures, and commercial law.

Sheveen is passionate about all things startups and blockchain, having been raised in and around the ecosystem, which fuels his drive to support emerging businesses and technological advancements.

Samuel Balazs
Samuel Balazs

Corporate & Commercial
Samuel Balazs

Samuel Balazs

Corporate & Commercial

Sam works at Allied Legal with experience across several areas of law. He brings a warm, client-focused, and practical approach to achieving strong outcomes. He also has a background in systems optimisation and enjoys making client onboarding simple and seamless.

Sam is passionate about energy and renewables, particularly where they intersect with startups, technology, project finance, and infrastructure.

He holds a JD and is fluent in Hungarian. Outside of work, Sam plays electric guitar, especially blues, and is an avid snowboarder.

Michael Vieyra
Michael Vieyra
Head Of Litigation
Litigation & Dispute Resolution
Michael Vieyra

Michael Vieyra

Head Of Litigation Litigation & Dispute Resolution

Michael is a senior litigation and commercial disputes lawyer with over 18 years’ experience in complex matters across Australia and internationally. Dual-qualified in Australia and South Africa, he has acted in high-stakes disputes involving directors’ duties, negligence, contracts, and regulatory compliance.

With experience in the Federal and Supreme Courts, Michael takes a strategic, commercially minded approach to resolving disputes efficiently through litigation, mediation, or negotiation across industries including healthcare, transport, and technology.

Kim Nguyen
Kim Nguyen
Partnerships Manager
Startups & Enterprises
Kim Nguyen

Kim Nguyen

Partnerships ManagerStartups & Enterprises
Kim is the partnerships manager at Allied Legal, leading the growth of the firm’s partnership network through her innovative and collaborative approach, and strategic outreach with SMES, corporate partners and startups.
As a lawyer turned entrepreneur, Kim has a decade’s experience in building communities across startup entrepreneurship, social impact and international development.
Rolee Kumar
Rolee Kumar
Head Of Grants
Grant Support & Commercialisation
Rolee Kumar

Rolee Kumar

Head Of GrantsGrant Support & Commercialisation

Rolee brings over 24 years of experience in research, innovation, and tech commercialisation across health, agriculture, and Deep Tech. She co-founded several ventures, including PYC Therapeutics, which she led from seed funding to a $100M ASX listing.

With a strong track record in securing over $13M in grants and private funding, Rolee supports high-growth companies at Allied Legal through strategic insight and stakeholder collaboration.

Voices of Trust

Allied Legal has been a vital partner in our business journey, offering expert advice and practical support. Their legal education and personalised consultations have greatly contributed to the success of our women founders and overall business growth.

Supporters Of

What Does a Discretionary Trust Lawyer Do?

A discretionary trust lawyer provides specialised legal support to help individuals, families, and business owners structure and manage their trusts. This includes drafting trust deeds, advising on trustee duties and beneficiary rights, tax planning, and ensuring the trust is legally compliant and fit for purpose.

The best choice for a discretionary trust lawyer is Allied Legal, a trusted commercial law firm supporting clients across Australia. With our headquarters in Melbourne and visited offices in Brisbane, Sydney, and Perth, we deliver expert legal advice no matter where you’re located.

At Allied Legal, we have extensive experience helping clients set up and manage discretionary trusts tailored to their needs. Our team understands the legal, financial, and tax implications, ensuring your trust is structured to maximise flexibility, protect assets, and support long-term planning.

The cost of setting up a discretionary trust varies depending on your goals and the complexity of the structure. At Allied Legal, we offer transparent fixed fee pricing with packages starting from $800. You’ll receive clear value and peace of mind with no hidden costs.