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Discretionary Trust

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INSTRUCTIONS TO PREPARE TRUST DEED (SMSF)

Fields marked in red are compulsory.

From:
Address:
Suburb:
State:
Post Code:
Telephone:
Fax
Email:
Reference:

THE TRUST

The Trust Name
Settlor
Name:
Address:
Appointor
Name:
Address:
Alternative Appointor (if any)
Name:
Address:
Guardian: (if any)
Name:
Address:
Trustee:
Name:
Address:

If the Trustee is a Corporation:
Is the Trustee Incorporated?	YesNo

If not and you wish the Trustee to be incorporated, please complete Instructions to Incorporate Company form and return.


If the Trustee is Incorporated
Name of Corporation:
ACN:
Address of Registered Office:


Specified Beneficiaries:
Name:
Address:

Name:
Address:

General Beneficiaries:
Any Corporation of which the specified beneficiaries’ children are members?	YesNo
Any person who with the consent of the Guardian the Trustee may nominate?	YesNo
Institutions/authorities which are added to this class by the Trustee?	YesNo
Any body established wholly for charitable, educational or religious purposes?	YesNo

Please list any General beneficiaries:

NOTES

DELIVERY INSTRUCTIONS

Time:
Date:
Address: