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email to :
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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?
Yes
No
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?
Yes
No
Any person who with the consent of the Guardian the Trustee may nominate?
Yes
No
Institutions/authorities which are added to this class by the Trustee?
Yes
No
Any body established wholly for charitable, educational or religious purposes?
Yes
No
Please list any General beneficiaries:
NOTES
DELIVERY INSTRUCTIONS
Time:
Date:
Address:
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:
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:
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