Discretionary Trust Instruction Sheet

Please PRINT, then fill out and Mail or Fax back to 03 5273 5274

Personal Details
 
Instructing Business:
____________________________________
Contact Person:
____________________________________
Address:
____________________________________
Telephone:
____________________________________
Facsimile:
____________________________________
Email:
____________________________________
        
Name of Trust:
        

(a) Full Name:

(b) Usual Address:

        
3. Trustee Details

Trustee Details:

(a) Full Name:

(b) ACN (if applicable)

(c) Registered Office/ Usual Address:

        
4. Directors of Trustee
     (if Corporation)

First Director

(a) Full Name:

(b) Usual Address:

Second Director

(a) Full Name:

(b) Usual Address:

        
5. Appointors Details:

First Appointor

(a) Full Name:

(b) Usual Address:

(c) Restrictions on Powers
      (if applicable)

Second Appointor

(a) Full Name:

(b) Usual Address:

(c) Restrictions on Powers
      (if applicable)

        
6. Primary Beneficiary

First Primary

(a) Full Name:

(b) Usual Address:

Second Primary

(a) Full Name:

(b) Usual Address:

        
7. General Beneficiary

First General

(a) Full Name:

(b) Usual Address:

Second General

(a) Full Name:

(b) Usual Address:

        
Settled Sum::
        

1. Director and second director or secretary - with seal
2. Director and second director or secretary - without seal
3. Sole director and sole secretary -with seal
4. Sole director and sole secretary - without seal
5. Sole director and no secretary - with seal
6. Sole director and no secretary - without seal

        

10. Specific Instructions: