Discretionary Trust Deed

Your Details

Name

Firm/Organisation

Address

Phone

Name of Client for Billing Purposes

Details of the Trust

Name of Trust

Details of the Settlor

(The settlor cannot be a beneficiary)

Name

Occupation

Address

Details of Trustee

(May be a beneficiary)

Name

ACN Number (if applicable)

Address

Prinicpal (Class 1) Beneficiaries

(Children of the principal beneficiaries are automatically included)

Name

First Appointor

(Person who has power to remove the trustee)

Name

Address

Second Appointor

(If First Appointor unable to act)

Name

Address

Third Appointor

(If Second Appointor unable to act)

Name

Address

Declaration

By submitting this form you are authorising DW Fox Tucker Lawyers to act on your behalf in relation to the subject matter of this Application and are accepting liability for payment or our related fees.

Name of Applicant

Fields Marked with * are Required

Your Details

Details of the Trust

Details of the Settlor

(The settlor cannot be a beneficiary)

Details of Trustee

(May be a beneficiary)

Prinicpal (Class 1) Beneficiaries

(Children of the principal beneficiaries are automatically included)

First Appointor

(Person who has power to remove the trustee)

Second Appointor

(If First Appointor unable to act)

Third Appointor

(If Second Appointor unable to act)

Declaration