Family Trust Instruction Form
How to Setup a Family Trust Instruction Form
For a hard copy PDF: <click here>
Alternatively fill the form in online here (Mobile compatible): <click here>
Click here to understand the meaning of the words in this form and more about Trusts.
| SETTLOR This is generally the Accountant who creates the trust for you. This person can have no vested interest in your trust. | Richard Lambe C/-11 Kintail Rd, Applecross WA 6153 |
| BENEFICIARIES:Beneficiary 1 – Your Full Name – First, Middle last in CAPITALS and Date of Birth. | |
| Beneficiary 1 – Date of Birth | |
| Beneficiary 1 – residential address | |
| Beneficiary 1 – Tax File Number: | |
| Other persons names to be stated beneficiaries of the Discretionary (Family) Trust – there are restrictions on who can be a beneficiary of the Trust. | |
| Beneficiary 2 – Enter whether this Beneficiary is your Spouse/Parent/Child/Brother/ Sister/Other relative (see notes below) |
|
| Beneficiary 2 – Full Name – First, Middle last in CAPITALS | |
| Beneficiary 2 – Date of Birth | |
| Beneficiary 2 – residential address | |
| Beneficiary 2 – Tax File Number: | |
| Beneficiary 3 – Enter whether this member is your Spouse/Parent/Child/Brother/ Sister/Other relative (see notes below) |
|
| Beneficiary 3 – Full Name – First, Middle last in CAPITALS | |
| Beneficiary 3 – Date of Birth | |
| Beneficiary 3 – residential address | |
| Beneficiary 3 – Tax File Number: | |
| Beneficiary 4 – Enter whether this member is your Spouse/Parent/Child/Brother/ Sister/Other relative (see notes below) |
|
| Beneficiary 4 – Full Name – First, Middle last in CAPITALS | |
| Beneficiary 4 – Date of Birth | |
| Beneficiary 4 – residential address | |
| Beneficiary 4 – Tax File Number: | |
| TRUSTEETo setup a Discretionary (Family) Trust it must have a trustee, you have 2 choices: | |
If you select Option 2, then we will create the Company and Trust as Your Surname Pty Ltd as trustee for the (your Surname)-Family Trust, for example my Name is Richard Philip Lambe so it would be “Lambe Pty Ltd as trustee for the Lambe Family Trust” Where the company name has already been used we will use a variation of it. |
Enter either Option 1 or 2 here: _______ |
Relative means a spouse, former spouse, parent, child, grandparent, sibling (brother/sister), aunt, uncle, great-aunt/uncle, nephew, niece, first or second cousin.
Fee formation: $660.00 + $99.00 for ABN application
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