Norfolk Corporate Support - Discretionary Trust Order Form

ORDER FOR A DISCRETIONARY TRUST

Download PDF Order Form

ORDER APPLICANT
Order From:
Contact Person: *
Address:
Suburb/State/Postcode:
Country:
Phone: *
Email: *
Address for the delivery of documents:

NAME OF TRUST
Name of Trust: *

NAME OF TRUSTEE:
Company Name:
ACN no:
Registered Office:
Names of ALL Director(s):

-- OR --

#1
NAME OF INDIVIDUAL TRUSTEE(S):
Surname:
Given Names:
Address:
Suburb/State/Postcode:

#2
Surname:
Given Names:
Address:
Suburb/State/Postcode:

SETTLOR :
Cannot be a Beneficiary of the Trust
Surname*:
Given Names*:
Address*:
Suburb/State/Postcode*:

APPOINTOR/GUARDIAN #1 Details:*
Surname:*
Given Names:*
Address:*
Suburb/State/Postcode:*	* *

APPOINTOR/GUARDIAN #2 Details:
Surname:
Given Names:
Address:
Suburb/State/Postcode:

SPECIFIED BENEFICIARIES :

Name of Specified Beneficiary(s)*:

Please note all relations of specified beneficiaries or related entities are covered in a general clause in the deed and DO NOT need to be named in the deed.

Unrelated beneficiaries must be specified together with residential addresses

For corporate beneficiaries, registered addresses and Registration Numbers are required.

CHARITIES/CHURCHES/SCHOOLS :
Include a standard clause allowing distribution to charities, schools, churches etc.? *:
Please note: A standard clause can be included to allow distribution to charities, churches, schools etc, without specifically naming each organisation if you wish? You must answer YES to the question above if you would like this clause included in the Deed.

Do you want a Trust Storage Binder at an additional cost of $20?
Date of Trust Deeds*:	Leave undated Insert date

NOTE: Some Stamp Duties payable vary in each State and Territory - please contact our office if your trust is to be stamped in a State / Territory other then Victoria.

I * have read over the information supplied and confirm that it is correct. I understand that typing/spelling errors or incorrect information given is my responsibility and additional costs will be incurred to correct errors in order forms.
Date : *

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