Discretionary Trust

Name of Trust

Applicable State Law
NSWACTNTQLDSATASVICWA

Settlor

Settlor: Must have no beneficial interest or relation to trust

Occupation


Address

Trustee

ACN Occ'n

Directors

Address

2nd Trustee

2nd Trustee ACN Occ'n

Settlement Sum

If natural person trustee, do they have children?

YesNo

Appointer/Guardian

Address

Sex
MaleFemale
Step in Nominee

Address

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. Please complete details of a Step-In-Nominee should you wish this to apply.

SPECIFIED BENEFICIARIES (Default Vesting Beneficiaries)

This section MUST be completed in full, with full names and address.

Full Name*

Address*

Full Name

Address

Full Name

Address

Full Name

Address

Other Specified Beneficiaries

OF

Other Specified Beneficiaries

OF

Additional Members to the Class of GENERAL BENEFICIARIES (DISCRETIONARY OBJECTS WHICH CAN BE
VARIED. COMPANIES AND TRUSTS CAN BE INCLUDED HERE)

Additional Beneficiaries

OF

Additional Beneficiaries

OF

Applicant Details

Firm Name

Address

Email

Phone

fax

Signed

Dated

Payment Details

COD (Sydney Metro ONLY)
Yes
Direct Deposit 7 Day Account Price
Yes
Direct Deposit Prepay Price
Yes
On Account (Current Account Holders ONLY)
Yes

Direct Deposit/Transfer of Funds
Click here to request our bank account details or call 1300 302 155.
Please fax over Bank slip/Transfer slip upon completion of payment in order to process your order.

Direct Deposit Terms

1. First time customers who have not purchased from us previously and have not completed an application, must pay using on of the other methods listed

2. Orders will not be processed until you have faxed/emailed/advised our office with receipt of the deposit. This is also a necessary step to qualify for the prepay price.

Type of Accountant/Solicitor by definition would be: Chartered Accountant registered with the National Institute of Chartered Accountants - Solicitors registered with The Law Society, etc...

The Partner must be an individual's name registered with an Institute at your firm.
Accountant/Solicitor

Accountant/Solicitor Type

Which Institute

Please Note: New clients details will need to be verified with the Institute in which the Accountant/Solicitor is registered before an order can be processed. A 7 day account can only be established once the first order has been paid for upfront, and this payment has been cleared.

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