Quick-Phone: 1300 66 86 09
Quick-Fax: 1300 66 87 09
ONLINE ORDERING
DISCRETIONARY TRUST ORDER FORM
Name:
Firm:
Phone:
Email:
PROPOSED TRUST DETAIL
Name of Trust:
Date of Trust:
Jurisdiction (State or Territory):
Names of ALL Trustees:
(1st listed to be Chairman)
Address for 1st Trustee/s Meeting:
If Trustee is a Company:
(1st listed to be Chairman)		 1: ACN
2: Names of ALL Directors
 
Appointor of Trust:
Party/s with power to appoint and/or remove Trustee/s
Full Name of Settlor:
Street Address of Settlor:
Settled Monies: $10.00 or
SPECIFIED BENEFICIARIES - provide FULL names for ALL beneficiaries and ACN’s where beneficiaries are companies
1. 5.
2. 6.
3. 7.
4. 8.
DEFAULT BENEFICIARIES - please note if no nomination is made below, the Specified Beneficiaries WILL BE installed as the Default Beneficiaries
1. 5.
2. 6.
3. 7.
4. 8.

ADDITIONAL BENEFICIARIES IN THIS TRUST DEED: Relatives of Specified Beneficiaries (i.e. spouses, parents, grandparents, brothers, sisters, children and grandchildren), companies and trusts in which any of the Specified Beneficiaries own shares, are directors, trustees or beneficiaries and the trustees of charitable trusts and tax exempt organisations are automatically included.

Additional Information/Special Requirements

PAYMENT DETAILSPlease debit the following credit card by the amount of $ 302.50
TYPE OF CARD:
CARD NUMBER: EXPIRY DATE: ()
NAME ON CARD: