Discretionary/Family trust instructions
Your name *
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Your mobile phone number
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Name of trust *
(e.g. Dewar Family Trust)
Your answer
Initial appointor's name *
Your answer
Initial appointor's address *
Your answer
Back-up appointor's name *
Your answer
Back-up appointor's address *
Your answer
Trustee entity *
Required
Trustee's name *
(if company, include ACN)
Your answer
Trustee's address *
(if company, registered office)
Your answer
Names of specific beneficiaries (if any)
(e.g. "children of ### and ###". Note that the trust deed will give Trustee discretion to distribute to a wide range of beneficiaries)
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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)
Your answer
Settlor's address *
Your answer
Other instructions (if any)
Your answer
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