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
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
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.
Trusted By
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
Senior Corporate & Commercial LawyerStartups & Enterprises
Rahul Kumar
Senior Corporate & Commercial LawyerStartups & EnterprisesRahul 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
Corporate & Commercial LawyerStartups & Enterprises
Jean Kallmyr
Corporate & Commercial LawyerStartups & EnterprisesJean 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.
Adam Oken
Senior Corporate & Commercial LawyerStartups & Enterprises
Adam Oken
Senior Corporate & Commercial LawyerStartups & Enterprises
Kasia Ubechel
Corporate & Commercial LawyerTechnology & Innovation
Kasia Ubechel
Corporate & Commercial LawyerTechnology & InnovationKasia has a background in Environmental Law assisting large corporate clients navigate their environmental responsibilities whilst ensuring commercial viability.
Transitioning to Commercial Law, she has gained valuable experience working for established tech companies and off the ground startups alike. She tailors her advice to meet the context and to find the best creative solution forward.
Nathan Lu
Corporate & Commercial LawyerTechnology & Innovation
Nathan Lu
Corporate & Commercial Lawyer Technology & InnovationNathan 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
Marketing & Business DevelopmentOps & Digital Growth
Sheveen Abeyatunge
Marketing & Business DevelopmentOps & Digital GrowthSheveen 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.
Rolee Kumar
Head Of GrantsGrant Support & Commercialisation
Rolee Kumar
Head Of GrantsGrant Support & CommercialisationRolee 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 $10M 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
A family trust is a legal structure that allows a person (the settlor) to transfer assets to a trustee, who manages them on behalf of beneficiaries, usually family members. It is often used for asset protection, tax minimisation, and estate planning purposes. A family trust can be a valuable tool for families looking to manage wealth across generations while protecting assets from creditors and ensuring smooth succession planning.
Setting up a family trust involves complex legal, tax, and financial considerations. A family trust lawyer will help:
-
Draft a legally binding trust deed tailored to your specific needs
-
Ensure compliance with Australian tax laws and regulations, including potential stamp duty implications
-
Provide advice on the best trustee structure and ensure the trust aligns with your broader estate planning strategy
-
Avoid common mistakes that could render the trust ineffective or non-compliant
The cost of setting up a family trust varies depending on the complexity of the trust and the legal services required. At Allied Legal, our fees for setting up a family trust start from $600, which includes drafting the trust deed, legal consultation, and assistance with the transfer of assets. We offer fixed-fee pricing to provide clarity and value for your estate planning needs.
At Allied Legal, we specialise in creating family trusts tailored to your specific needs. Our experienced lawyers provide expert guidance on trust structure, tax implications, asset protection, and estate planning. We ensure your family trust is set up correctly and in full compliance with Australian law, giving you peace of mind and long-term security for your family’s wealth.