Primarius Blog - Discretionary Trust - mini eBook

Muriel Oliver
News | 13 Apr 2024

As many of you know I penned a discretionary trust book a few years ago to try to provide the the information necessary for our clients to understand the details of discretionary trusts. The Smashwords version of this book may be accessed here -  An Everyday Aussie's Guide to Discretionary Trusts

You must sign up for a free Smashwords account to access it. The book is for sale on Amazon as well, however, that version is still being updated and Amazon does not allow for the issue of free coupons.

If you are one of our valued clients, please email our team to be given a voucher to obtain a free copy via email.

The steps to get it set up are:

  1. Smashwords Account - set up your free Smashwords account
  2. Click on link to access book - An Everyday Aussie's Guide to Discretionary Trusts
  3. Coupon - enter the voucher number supplied to you by email to receive a free copy, add your email address and select the epub version
  4. Kindle - ensure you have the Kindle app (so you will need an Amazon Kindle account)
  5. Update Kindle settings - to allow you to send the book to your Kindle device, follow these steps:
  6. Check your Kindle - the book should load to your bookshelf.

Disclaimer: This information is general in nature, and this is a complex area of law, and you should examine the application to your situation carefully under the criteria set out in the legislation (which is still under development and clarification), so before acting it is important to seek professional advice related directly to you and your circumstances, contact your Primarius team leader, or email us at if you require assistance.

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