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Discretionary (Family) Trust
Discretionary (Family) Trust
Trust Information
What is the proposed name of family trust?
The date when you want to estabish trust?
What jurisdiction law will apply to trust deed?
ACT - Australian Capital Territory
NSW - New South Wales
NT- Northern Territory
QLD- Queensland
SA- South Australia
TA - Tasmania
VIC - Victoria
WA- Western Australia
Name of Settlor
The settlor of a trust is the person who sets the trust up. They will draft any documents that might be required such as a trust deed
Address of Settlor
Amount the settlor is contrubuting to settle the trust.
$
00
Appointor Details
Whether an appointer is to be named?
Yes
No
the power to appoint and remove the trustee
Appointor is Individusal or Company?
Individusal
Company
Name of appointer
Address of appointer
Name of Company
ACN / ABN
Name of authorized representative
Capacity of represtative?
Secretary of Company
Director of Company
Trustee Details
Trustee is Individusal or Company
Individusal
Comapny
Name of Trustee
Address of trustee
Name of Company
ACN /ABN
Name of Authorized Represetative
Capacity of authorized representative
Director
Secretary
You will execute the trsut deed by affxing common seal?
Yes
No
Whether the trustees are to be excluded from being a beneficary
Yes
No
Name of the attendees of the trustee meeting
Person who will chair the meeting?
Date of meeting
Venue of meeting
plus1
Add
minus1
Remove
Beneficary Details
Beneficary is individusal or company?
Individusal
Comapny
Name of beneficary
Address of beneficary
Name of company
ACN / ABN
Name of authorized representative
Representative Capacity
Director
Secretary
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