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Discretionary Trust


​Discretionary Trust

Please fill in your details below. Fields marked * are mandatory and must be filled in prior to submission. Once the form is completed, hit the submit button.

Any further queries please contact Emma Woolley

Priority  
Delivery  
Contact Details    
First Name  
Surname  
Name of Firm (if applicable)  
Name of contact accountant
(if applicable)
 
Contact email address  
Contact telephone number  
Contact fax number  

Address
(if a company, please supply registered address)

 

Name of Trust  

Settlor    
Name of Settlor  
Address
(if a company, please supply registered address)
 

* Company to act as trustee  
Trustee    
Individual Trustee    
Name of Trustee 1  
Address  
Name of Trustee 2  
Address  
Name of Trustee 3  
Address  
     
Company Trustee    
Name of Trustee  
ACN of Trustee  
Registered Office  
Sole Director Company  
If the Trustee Company is a Sole Director Company
Name of Sole Director  
Address of Sole Director  

     
Primary Beneficiaries    
Name of Primary Beneficiary 1  
Address  
Name of Primary Beneficiary 2  
Address  
Name of Primary Beneficiary 3  
Address  
Name of Primary Beneficiary 4  
Address  
     

     
Additional General Beneficiaries
(other than direct lineal relations and companies or trusts of primary beneficiaries)

Name of Additional Beneficiary 1  
Address  
Name of Additional Beneficiary 2  
Address  
     

     
Settled Sum    
Settled Sum  
     

     
Appointor(s)    
Name of Appointor  
Address  
    (You may wish to discuss the succession of appointors with us)

     
Discretionary Trusts and Residential Property
We recommend you also read our recent update on Foreign Purchaser Additional Duty and discretionary trusts here.
     

Further information
If you would like to include any queries you have please do so below:
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