Discretionary Trust Deed

Discretionary Form Data Details set out below

 

1. Full name and address of the Settlor. If the Settlor is a company, registered office, ACN and whether the company has the power to settle a trust.
   
  NOTE that the Settlor cannot be the same as the Trustee nor can he be a beneficiary.
Settlor Name:
Address:
Company Name:
Registered Office:
ACN:
   
2. Full Name and Address of the Trustee. If the Trustee is a company, registered office, ACN and name/address of one of the directors.
   
If company trustee NOTE that the Trustee is excluded as a beneficiary to avoid adverse stamp duty and CGT consequences on a change of Trustee.
Trustee Name:
Address:
Company Name:
Registered Office:
ACN:
Director Name:
Address:
If individual trustee  
Full Name/s
Address:
   
Is the trustee a sole director company?
   
3. The initial settlement sum. The amount paid by the Settlor to the Trustee to establish the trust.
   
Settlement Sum
   
4.* The income beneficiaries. Wide range of persons including companies and trusts who many receive the income of the trust. Usually the principal beneficiary (ie. husband and wife), relatives of the principal beneficiaries and companies and trusts associated with any of the income beneficiaries. If you wish to use our standard clause, please provide full names of the principal beneficiaries.
   
Income Beneficiaries:
   
5.* The default income beneficiaries. Beneficiaries who are entitled to the income if the Trustee does not exercise its discretion to distribute income. Usually the principal beneficiaries and their children in equal shares.
   

Default Income Beneficiaries:
   
 6.*  The capital beneficiaries. Wide range of persons including companies and trusts who may receive the capital of the trust. Usually the same as the income beneficiaries.
   
Capital Beneficiaries:
   
 7.*  The default capital beneficiaries. Beneficiaries who are entitled to the capital if the Trustee does not exercise its discretion to distribute the capital. Usually the same as the default income beneficiaries.
   
Default Capital Beneficiaries:
   
8. The name of the Trust.
   
Trust Name:
   
9. Who will be the appointor of the Trust? Need appointor's consent to vary the Trust and add/delete beneficiaries. The appointor is usually one of the principal beneficiaries.
   
Appointor of Trust:
   
  * If any of the beneficiaries are companies, registered offices, and ACN's
   
10. Please provide the following contact information
   
Name:
Title:
Organisation:
Phone Number:
Fax Number:
Email Address:
   

 

 
 
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