Discretionary Trust

Firm

(if any)

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Date *

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Contact Person *

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Contact Phone *

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Contact Email *

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Ref No.

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SHELF COMPANY SERVICES AUSTRALIA PTY LTD act only as agents in the provision of Trust Deeds. Each individual Deed is prepared by the Solicitors whose name appears on the cover sheet. Individuals or professional firms ordering a Trust Deed should satisfy themselves that the Deed meets their requirements.

Name of trust *

This field is required.

Applicable Law / Options

Unless otherwise indicated below the trust deed will state that the applicable law for the trust is the law of QUEENSLAND. If you require the law of NSW to apply instead please indicate here. For other States contact us for a price.

Tick if, It is contemplated that the Trust will own dutiable NSW property & Foreign Persons are to be excluded as beneficiaries?

This field must be checked.

Tick if, you want to include default income beneficiaries?

This field must be checked.

Tick if, You wish to Nominate a Charity as a tertiary Beneficiary

This field must be checked.

Settlor

(The Settlor must be a person or company with no other involvement in the Trust. If you tick the box below Shelf Company Services will provide a Settlor and a cheque for the Settlement Sum will be sent with the Trust.)

This field is required.

Shelf Company Services Australia Pty Ltd ACN 608 393 451 to provide Settlor. If the trustee is a company please give the full names of the director & secretaries (if applicable) 1. 3. Settlement Sum $10.00 *

Yes

No

Settlement Sum $10.00

Please select Yes or No.

Name of Settlor

(Full name or Company name and A.C.N.)

This field is required.

Settlement sum

(usually between $10 to $100)

This field is required.

Trustee

(cannot be the Settlor or any child of the Settlor)

Trustee Names

Entry 1

Company Name *

ACN *

At least 1 trustee names required.

If the trustee is a company please give the full names of the director & secretaries (if applicable)

Director & Secretary Name

At least 0 director & secretary name required.

Principal

(removes and appoints the Trustee - cannot be the Settlor, Can have joint or successor principals)

Principal Names

At least 0 principal names required.

Successor Principal

(if applicable)

Successor Names

At least 0 successor names required.

Primary Beneficiaries

Full name(s) of the person(s) (e.g. husband and wife) who are to be named as principal beneficiaries under the Trust. (Cannot be Settlor)

Beneficiarie Name

At least 0 beneficiarie name required.

Application Submitted

Enquiry Submitted

Applicable Law / Options

Trustee

Principal

Successor Principal

Primary Beneficiaries