Discretionary Trust

Name of Trust*

Trust names do not have a central registry so you can pick whatever name you desire.
Trustee Details*
Name ACN (if company) Address
Settlor Name and Address*
- Advisor (default)
- Adrian Cartland
- Other (Please specify below)
Settlor Details
Name Address
Primary Beneficiaries*
Name Address

Address can be c/- Advisor or an address.
Appointor*
- Main beneficiaries (default)
- Other (Please specify below)
The person(s) who have the power to add or remove the Trustee.
Other Appointor Details
Name Address
Commencement Date*
DD slash MM slash YYYY
Advanced Options?*
- None (ends form)
- Yes (form to be manually reviewed)
If you select Yes then the Trust Deed will be reviewed by a solicitor and sent within 24 hours
Other Instructions

Advanced Options

Name	ACN (if company)	Address

Name	Address

Name	Address