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If you require help completing this form, review Helpful Info
Super Funds & Trusts can take up to 3 days for delivery
as they are executed by our Solicitors.
 
DISCRETIONARY TRUST INSTRUCTIONS
Name of Trust:
State Law Applicable (i.e. NSW, VIC).
 
Please select your state:
Settlor:*
 Settlor: Must have no beneficial interest or relation to trust
Occupation:
Address:*
Discretionary Trusts can now be ordered on disc!
To order your discretionary trust on disc, select from one of the options below.
Trustee:*
 NB: If trustee is to be a beneficiary, also list under General Beneficiaries
 if Natural person trustee - refer to: Discretionary Trust Info
ACN/Occupation:
Directors:
Address:*
2nd Trustee:
ACN/Occupation:
Settlement Sum:
If natural person trustee, do they have children?Yes No
Appointor/Guardian:*
Address:*
Sex:*
Step In Nominee:
Address:
 

Our deed does make provision for a Step-In-Nominee to replace the Appointor/Guardian who has lost legal mental capacity or has otherwise been declared bankrupt. Please complete details of a Step-In-Nominee should you wish this to apply.
 
SPECIFIED BENEFICIARIES (Default Vesting Beneficiaries)
This section MUST be completed in full, with full names and address.
Full Name:*
Address:*
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Other specified Beneficiaries:
OF:
Other specified Beneficiaries:
OF:
Additional Members to the Class of GENERAL BENEFICIARIES (DISCRETIONARY OBJECTS WHICH CAN BE
  VARIED. COMPANIES AND TRUSTS CAN BE INCLUDED HERE)
Additional Beneficiaries:
Address:
Additional Beneficiaries:
Address:
APPLICANTS DETAILS
Firm Name:*
Address:*
Phone:*
NO MOBILE NO's
Fax:*
Email:*
Signed:
Date:
PAYMENT DETAILS:
C.O.D. (Sydney Metro ONLY)
 
Direct Deposit for 7 Day Account Price
Direct Deposit for Prepay Price
On Account (Current Account Holders ONLY)
 
Direct Deposit/Transfer of Funds
Click here to request our bank account details or call 1300 302 155.
Please fax over Bank slip/Transfer slip upon completion of payment in order to process your order.

Direct Deposit Terms:
  1. First time customers who have not purchased from us previously and have not completed an application, must pay using on of the other methods listed
  2. Orders will not be processed until you have faxed/emailed/advised our office with receipt of the deposit. This is also a necessary step to qualify for the prepay price.

Type of Accountant/Solicitor by definition would be: Chartered Accountant registered with the National Institute of Chartered Accountants - Solicitors registered with The Law Society, etc...
 
Full Name (Partner):
The Partner must be an individual's name registered with an Institute at your firm.
Accountant/Solicitor Type:*
Which Institute:
 

Please Note: New clients details will need to be verified with the Institute in which the Accountant/Solicitor is registered before an order can be processed. A 7 day account can only be established once the first order has been paid for upfront, and this payment has been cleared.
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