SHELF COMPANIES NSW {VIC,QLD} PTY LTD. www.shelfcoys.com.au

Ph 0266 55 6659 Fax 0266 555 606 Em john@shelfcoys.com.au

ABN 78 106 239 758

DISCRETIONARY FAMILY TRUST DEEDS

 

ORDER FORM; ALL FIELDS MARKED WITH * ARE TO BE FILLED

Name of Fund;*

Settlor *or Foundor; We can act for you in this regard.

Address of Settlor;
State; Post Code;

Amount of Settled Sum;

Name and Address of Appointors/Trustees;

Name of Appointor;1

Surname * Previous Surname; if any
Given Names Occupation
Address * Tax File No*
State P'Code
Date Of Birth* Place of Birth Tax File No.
Relationship to other Co-Trustees; Trustee? (yes/No) Beneficiary?(yes/no)

Name of Appointor; 2

Surname * Previous Surname; if any
Given Names Occupation
Address * Tax File No*
State P'Code
Date Of Birth* Place of Birth Tax File No.
Relationship to other Co-Trustees; Trustee? (yes/No) Beneficiary?(yes/no)

Name and Address of Trustees;

Trustee; 1

Surname * Previous Surname; if any
Given Names Occupation
Address * Tax File No*
State P'Code
Date Of Birth* Place of Birth
Relationship to other Co-Trustees; Beneficiary?(yes/no) Minor (yes/No)

Trustee; 2

Surname * Previous Surname; if any
Given Names Occupation
Address * Tax File No*
State P'Code
Date Of Birth* Place of Birth
Relationship to other Co-Trustees; Beneficiary?(yes/no) Minor (yes/No)

Named Beneficiaries;

Beneficiary;1

Surname * Previous Surname; if any
Given Names Occupation
Address * Tax File No*
State P'Code
Date Of Birth* Place of Birth
Relationship to other Beneficiaries; Minor (yes/No)

Beneficiary; 2

Surname * Previous Surname; if any
Given Names Occupation
Address * Tax File No*
State P'Code
Date Of Birth* Place of Birth
Relationship to other Beneficiaries; Minor (yes/No)

Beneficiary; 3

Surname * Previous Surname; if any
Given Names Occupation
Address * Tax File No*
State P'Code
Date Of Birth* Place of Birth
Relationship to other Co-Trustees; Minor (yes/No)

If more are required repeat form process or ring me;

Would you like the minutes of Trustee's for Bank Account Opening?

Would you like our service to obtain Tax Office Numbers?

Do you wish to deal Electronically with the Tax Office?

If so an E~Mail address is required!

Submitted By;*

Contact Phone Numbers

 

You should now Submit the Form; and print off for your records;

Any problems or queries please ring John at 0266 55 6659