Family Trust/Hybrid Discretionary Trust

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Discretionary Trust Order FormABN: 47 002 604 088

Family Trust/Hybrid Discretionary Trust

E-mail to: one: 1300 139 001Fax to: 1300 139 013

Please complete all mandatory fields (*). Reckon Docs can not be held responsible for illegible forms. By completing this form, you agree to Reckon Docs Trading Terms & Conditions on .

EO-1.07Reckon Docs Locked Bag 7522 McMahons Point NSW 2060March 2013

Contact Details*Date of Order:
Practice Name:
Contact Name:E-mail:
Shipping Address:Level/St.:
Shipping AddressSuburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Telephone: Fax:
Special Instructions:
Payment Details*(if no method selected, the order will be placed on a 30-day account)
Reckon Docs holds a Direct Debit AuthorityDirect Deposit (fax or e-mail receipt)On Account
Credit Card Details: (discount for payment with order)Visa MasterCard AMEX Diners
Name on Card: CCV/AMEX ID:
Card Number: Expiry Date: (mm/yyyy)
Print Options*(If no option is selected, a Deluxe Binder will be provided)
Deluxe BinderSpaceSaver (slimline box)DIY Print (e-mail) / Promotion: QuickBooks Offer
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Proposed Trust Details*
Name of Trust:
State of Registration:ACTNSWNTQLDSATASVICWA
Meeting Address: Level/St.:
Meeting Address: Suburb: State: ACTNSWNTQLDSATASVICWA Postcode:
Hybrid TrustThis is a Hybrid Discretionary Trust (please seek independent legal advice)
Settlor Details*(Person who creates the Trust, independent to the Trustee & Beneficiaries. Can not benefit from the Trust)
Surname/ACN:Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Settled Sum:(the amount the Settlor gifts to establish the Trust)
Principal Details* (Also known as the Appointor. Has the power to appoint and remove the Trustee)
Surname/ACN: Given Names/Company:
Joint Principal’s Name:(if any)
Successor Name:(if applicable)
Guardian Details(This role is no longer mandatory. Please seek independent legal advice if appointing a Guardian)
Guardian Name:(if applicable)
Company Trustee Details* (if applicable)
Company Name:
Company ACN:
Reg. Office Address: Level/St.:
Reg. Office Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
(Please complete Director details below)
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Individual/Beneficiary Details*TrusteeDirector of Company TrusteeBeneficiary^
Surname/ACN: Given Names/Company:
Address: Level/St.:
Address: Suburb: State:ACTNSWNTQLDSATASVICWA Postcode:
Notes
^ the above named Beneficiaries includes the grandparents, parents, brothers, sisters, spouse, widows, widowers, children and remoter issues and next of kin of the persons named as beneficiaries of the Trust.

EO-1.07Reckon Docs Locked Bag 7522 McMahons Point NSW 2060March 2013