Discretionary Trust Information Checklist

Name of the Trust :

The date the deed will be established :

Name and address details of :

Settlor :
Name :
Address :

Trustees :
Name :
Address :

Name :
Address :

Name :
Address :

Beneficiaries :
Name :
Address :

Name :
Address :

Name :
Address :

If the Trustee is a Company we require :

ABN/ACN
Authorised Representative :
Is the Authorised Representative a Director or Secretary? :

Whether the trustee(s) are to be excluded from being a beneficiary? :

Which jurisdictions’s laws apply to the trust deed :

Amount the settler is contributing to settle the trust – that is the amount of the settled sum :

Whether an appointer is to be named : If an appointer is named, then give address details.

Name :
Address :

If the appointer is a company, then give :

ABN/ACN :
Authorised Representative :
Is the Authorised Representative a Director or Secretary? :

Whether the company will execute the deed by fixing its common seal :

 

Trustee meetings details :
Who will attend the meeting o establish the trust :

Chairman :
Venue, date and time the meeting will be held :

If the trustee is a company, then whether it will execute the trust deed by fixings its common seal.

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