Trust structure diagrams for accountants and advisers
Draw clear trust structure diagrams in minutes — family (discretionary) trusts, unit trusts, testamentary and bare trusts — showing every trustee, appointor and beneficiary, and keep them current as the trust changes.
What a trust structure diagram shows
Who controls the trust
The trustee — individuals or a corporate trustee, with its directors and shareholders — and the appointor who can replace the trustee.
Who can benefit
Primary beneficiaries and beneficiary classes for a discretionary trust, or unitholders and their holdings for a unit trust.
What the trust holds
Shareholdings, units in other trusts and other assets held by the trustee, so the trust sits in the context of the whole group.
How it has changed
Trustees and beneficiaries change over time. A dated record shows the trust as it was and as it is, not just a single redrawn picture.
How to create a trust structure diagram
- Step 1
Add the trust and its trustee
Choose the trust type, then add individual trustees or a corporate trustee. StructureGram checks that the trustee is a valid entity type as you add it.
- Step 2
Add appointors and beneficiaries
Define appointors, primary beneficiaries and beneficiary classes, or unitholders and their units for a unit trust.
- Step 3
Let the diagram lay itself out
Auto-layout positions every entity and relationship. Export a high-resolution PDF or PNG for the trust deed review or client meeting.
A trust structure diagram tool that knows the rules
StructureGram understands Australian trusts, and checks each relationship against rules like these as you add it.
- Only valid entity types can be trustees
- Asset ownership cannot exceed 100%
- Unit holdings entered as unit counts, with percentages calculated for you
- Beneficiary designations follow trust type constraints
- Duplicate entities detected
Catch structure mistakes as you build, not in review.
Trust structure diagram examples
Show distributions on the trust structure
See proposed distributions show up directly on the group’s structure, so the advice and the diagram tell the same story.
- Show proposed distributions from the trust to its beneficiaries
- Model alternatives as scenarios without changing the current structure
- Show the structure at any date with point-in-time snapshots
Free to start
Your first client group is free, with no credit card required. Paid plans include unlimited users, and there is no lock-in contract on any plan.
Enterprise-grade security
Australian-hosted data, enterprise-grade security, audit-ready outputs.
- Australian data hosting
- Access controls and audit logs
- Backup and recovery
- Professional, client-ready outputs
- Always current, living diagrams
- Sensitive data encryption
- ISO/IEC 27001 certified information security management
- Election accuracy you can defend (FTE & IEE tracking)
More structure diagrams
Structure diagrams
Diagrams for every entity in a client group — individuals, companies, trusts, partnerships and SMSFs.
SMSF structure diagrams
Self-managed super funds with their trustees, members and related-party arrangements.
Group structure charts
Corporate groups with holding companies, subsidiaries, shareholdings and directors.
Trust structure diagram questions
What should a trust structure diagram show?
The trust and its type, the trustee (and, for a corporate trustee, its directors and shareholders), the appointor, and who can benefit — beneficiaries for a discretionary trust, unitholders for a unit trust — plus anything the trust holds.
Which kinds of trust can I diagram?
All the common trust types: discretionary (family) trusts, unit trusts, hybrid trusts, bare trusts and testamentary trusts, with individual or corporate trustees.
Can I show a change of trustee?
Yes. Give each relationship a start and end date, then apply a point-in-time Snapshot to show the trust as it was before or after the change.
What does StructureGram cost?
Your first client group is free. Paid plans are based on how many client groups you manage, every plan includes unlimited users, and paying annually gives you two months free. See the pricing page for current plans.
Can I export diagrams to include in reports?
Yes. Export to PDF or PNG for inclusion in client reports. Both export types are high-resolution and in colour, ready to drop into Word, Excel, PowerPoint or any other application.
Create your first trust structure diagram
Start for free and build your first client group today. No credit card required.