Go Back
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:
- 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
- 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. |
|
This form, on submission, may take a few moments to process - Do Not Click Submit Twice
If you attempt to browse away from this page before submitting, you will lose all of your data.
|