Discretionary/Family trust instructions
Your full name *
Including middle names
Email *
Mobile phone number *
Name of trust *
(e.g. Dewar Family Trust)
Initial appointor's name *
Initial appointor's address *
Back-up appointor's name *
Back-up appointor's address *
Trustee entity *
Required
Trustee's name *
Trustee's address *
(if company, registered office)
Names of specific beneficiaries (if any)
IMPORTANT: if you want the trust to be able to distribute to an appointor, you must included the appointor's name here.
Settlor's name *
(A nominated person to makes the first donation [usually $10] to comment the trust. Often an accountant or trusted friend. They must not be a beneficiary of the trust)
Settlor's address *
Are foreign persons to be excluded from being a beneficiary? *
In some Australian states (including Victoria) additional stamp duty and land tax is imposed on "foreign persons". Unless there is a good reason not to, we recommend excluidng foreign person from being a beneficiary.
Other instructions (if any)
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