Discretionary Trust

Discretionary Trust

$145.00

A discretionary trust (previously known as a Family Trust) is a trust under which the trust’s trustee or trustees may distribute trust income or other trust property.

The name of a Discretionary Trust may be any name of your choice. There are no restrictions on a Discretionary Trust name.

  • DISCRETIONARY TRUST ORDER FORM

    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

  • APPLICABLE LAW

    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 another State to apply instead please indicate required state here.

  • SETTLOR

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

  • OR
  • (usually between $10 to $100)
  • TRUSTEE

    Cannot be Settlor or any child of the Settlor
  • If the trustee is a company please give the full names of the directors & secretaries (if applicable).
  • PRINCIPAL

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

    (if applicable)
  • BENEFICIARIES

  • PRIMARY BENEFICIARIES

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

  • TERTIARY BENEFICIARIES (if applicable)

    Full name of the Charity who is to be named as a tertiary beneficiary under the Trust.

  • NSW PROPERTY & FOREIGN PERSONS

    Is it contemplated that the Trust will own dutiable property in NSW and Foreign Persons are to be excluded as beneficiaries?

  • Please review your data prior to completing the form. By clicking Complete Order your Form will be added to the Cart for Checkout.

    PLEASE NOTE: IF YOU DO NOT HOLD AN ACCOUNT WITH SHELF COMPANY SERVICES AUSTRALIA PTY LTD ACN 608 393 451, PLEASE PROVIDE THE PAYMENT WITH YOUR ORDER. (SEE CURRENT FEE SCHEDULE). EMAIL ALL ORDER FORMS TO info@shelfcompany.com.au.

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