TRUST

All trust deeds established via ACN DIRECT are individually prepared by the team of experts at Norton & Smailes, Solicitors, who specialise in revenue law.

Together, with our blend of experience and innovation, all products and services are designed to take advantage of refined structuring techniques and ensure optimum efficiency.

To establish a Discretionary or Unit Trust, please complete the following form. The Deeds and accompanying documents will be forwarded within 48 hours from your instructions.

Please choose the Trust form that you wish to complete:

DISCRETIONARY

UNIT TRUST

DISCRETIONARY TRUST ORDER FORM

Print Order Form

Instructions to ACN Direct:

*Instructing Person

Client Ref:

*Instructing Firm/company

Street Address

Suburb

State

Postcode

Telephone:

Facsimile:

*Email

Invoice Details if different from above

Invoice Address if different from above

Deliver Address if different from above or
Special Instructions

If address unattended at time of delivery indicate authority to leave parcel

Yes

Payment Details:

[1-6] For more information regarding these questions, please refer to the Discretionary Trust Explanatory Notes.

Name of Trust:
Settlor: [1]
Full Name
Street Address
Settled Sum$:

Trustee: [2]
Full Name:
Address:
Trustee's ACN (if applicable):

If Corporate trustee please indicate:
	More than 1 director (Execute documents with common seal)
	More than 1 director (Execute documents without common seal)
	Sole director only (Execute documents with common seal)
	Sole director only (Execute documents without common seal)
	None

Appointor: [3]
Full Name & Address:

Appointor by default:
(Full Name & Address):

Specified Beneficiaries: [4]
Full Names & Addresses:
Additional Class of General Beneficiaries: [5] (If Any)
Full Names & Addresses:
Class A Beneficiaries: [6] (if Any)
Full Names & Addresses:
Excluded Beneficiaries: [7] (if Any)
Full Names & Addresses:

[1-7] For more information regarding these questions, please refer to the Discretionary Trust Deed Notes

Please note: When completing these items ensure you state the full name, ACN (if applicable), street address of beneficiary (not PO Box) and whether that person is acting in his/her/its own capacity or as trustee of a fund or trust.

UNIT TRUST ORDER FORM