Not every possible beneficiary of the discretionary trust must be named in the deed as a primary beneficiary. Our deed allows for a wide range of people related to a primary beneficiary to also be eligible for distributions. The eligible beneficiaries include:

  • The Spouse from time to time of a primary beneficiary;
  • Any Child, grandchild or great-grandchild of a primary beneficiary;
  • Any relative of a primary beneficiary, including but not limited to a parent, grandparent, brother, sister, uncle, aunt, nephew or niece of a primary beneficiary or a primary beneficiary‚Äôs Spouse.
  • The trustee of any trust or settlement of which any primary beneficiary is a beneficiary.
  • Any other legal entity in which any a primary beneficiary has an interest, whether as a shareholder or director.


The information on this site is of a general nature only and does not constitute legal, tax, commercial or other professional advice. You must seek your own advice in relation to your particular circumstances before acting. View our full terms & conditions.

Need more information? Check out other frequently asked questions.