Order for a Discretionary Trust

Instructing Person: *

Address:

Telephone No:

Email: *

Trust Name: *

Date of Trust Deed:

Full Name of Trustee: *

Address of Trustee:

Full Name of Settlor:

Address of Settlor:

Amount to be settled:

Full Name of Appointer:

Address of Appointer:

Full Name of Beneficiary 1:

Relationship of Beneficiary 1:

Date of Birth:

Address of Beneficiary 1:

Full Name of Beneficiary 2:

Relationship of Beneficiary 2:

Date of Birth:

Address of Beneficiary 2:

Full Name of Beneficiary 3:

Relationship of Beneficiary 3:

Date of Birth:

Address of Beneficiary 3:

State of Incorporation:

New Business (Y/N):

Business Activity:

ABN Registration (Y/N):

(Registration Date)

TFN Registration (Y/N):

GST Registration (Y/N):

(Registration Date)

GST Turnover: $

I confirm that the information provided in this form is true and correct.