Discretionary Trust Order Form

Discretionary Trust Order Form

Email Fax (08) 9244 5325

Please fill out all of the details.

Part 1: Your Details(i.e. the accountant or solicitor)

Everything in this part is compulsory except fax number

First Name:______Surname:______

Street Address: ______Suburb:______

State: (drop down menu with all states and territories) Postcode: ______

Phone Number: ______Fax Number:______

Email:______

Part 2: Trust Details

Name of the Trust:______

Street Address: ______Suburb:______

State: (drop down menu with all states and territories) Postcode: ______

Settlor:Preferably the Accountant or Solicitor

Full Name:______Trustee Details Suburb:______

Settlors Address:______

What date is the Trust Deed to commence:______ (dd/mm/yyyy)

What State or Territory jurisdiction is to apply:(drop down menu with all states and territories)

Part 3: Appointor's Details

First Name:______Surname:______

Discretionary Trust Order Form continued…

Part 4: Trustee Details

Type of Trustee: (drop down menu with two choices Individual Trustee andCorporate Trustee)

Up to three individuals or a single company can be Trustee of the Trust.

The Trustee is responsible for administering the Trust.

Generally a company is the preferred option. (Trustee company can be order separately.)

If Trustee is/are an individual/s:

Individual 1:

First Name:______Surname:______

Street Address: ______Suburb:______

State: (drop down menu with all states and territories) Postcode: ______

Individual 2:

First Name:______Surname:______

Street Address: ______Suburb:______

State: (drop down menu with all states and territories) Postcode: ______

Individual 3:

First Name:______Surname:______

Street Address: ______Suburb:______

State: (drop down menu with all states and territories) Postcode: ______

If Trustee is a company

Company Name:______

ACN: ______

Name of director: Leave blank for individual trustees

Director 1: ______(Signatory)

Director 2:______

Director 3: ______

Director 4: ______

Trustee's Address:______Suburb: ______

State:(drop down menu with all states and territories) Postcode:______

Please make sure all details are correct before proceeding

Part 5: Beneficiary Details

Other beneficiaries should only include family members of the primary beneficiary.

Example 1. Angus Client

Example 2. Angus Client and Bella Client and their children

Primary Beneficiaries

Full Name:______

Please tick this box if you would like us to complete the ABN & TFN application for the trust.We charge $100 for this service.

I have checked the information that I've entered for spelling errors and confirm that the information is true and correct.