Discretionary Trust Instructions

Establish a family discretionary trust with flexible distribution provisions.

Please Note: Super Funds & Trusts can take up to 3 days for delivery as they are executed by our Solicitors.

Trust Details

Trust name and state law

Name of Trust *

State Law Applicable *

Delivery Option

Settlor Details

The person who settles the trust

Note: Settlor must have no beneficial interest or relation to the trust.

Settlor Name *

Occupation

Address *

Trustee Details

Primary and secondary trustee information

Note: If trustee is to be a beneficiary, also list under General Beneficiaries. If Natural person trustee - refer to Discretionary Trust Info.

Primary Trustee

Trustee Name *

ACN / Occupation

Directors (if company)

Address *

Second Trustee (Optional)

Trustee Name

ACN / Occupation

Settlement Sum

If natural person trustee, do they have children?

Appointor / Guardian

Person with power to appoint or remove trustee

Appointor / Guardian Name *

Sex *

Address *

Step-In Nominee (Optional)

Our deed does make provision for a Step-In-Nominee to replace the Appointor/Guardian who has lost legal mental capacity or has otherwise been declared bankrupt.

Step-In Nominee Name

Address

Specified Beneficiaries

Default Vesting Beneficiaries - This section MUST be completed

Specified Beneficiary 1

Full Name *

Address *

Additional General Beneficiaries

Discretionary objects which can be varied. Companies and trusts can be included here.

Applicant Details

Note: Company Creations products can ONLY be purchased by Qualified Professionals being: REGISTERED Accountants, Book Keepers, Tax Agents, Financial Planners and Advisors and Solicitors. We do NOT deal with the general public.

Firm Name *

Professional Type *

Partner Name

Must be an individual's name registered with an Institute at your firm

Institute

New clients details will be verified with the Institute before an order can be processed

Street Address *

Postal Address

Phone *

No mobile numbers please

Fax

Email *

Payment Method

C.O.D. (Sydney Metro ONLY)Direct Deposit for 7 Day Account PriceDirect Deposit for Prepay PriceOn Account (Current Account Holders ONLY)

Direct Deposit Instructions:

Contact us at 1300 302 155 for bank account details
Please fax or email bank slip upon completion of payment
First time customers must pay using another method for initial order
Orders will not be processed until payment confirmation is received

All documents will be couriered FREE to your office.

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