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Reference:1395333 (Change of Trustee Discretionary Trust)

The legal information and commentary on this site is general only. Documents ordered through Cleardocs affect the user's legal rights and liabilities. To assess their suitability for the user, legal, accounting and financial advice must be obtained.

Before you start: Change of Trustee for a Discretionary Trust

A Cleardocs deed?

Does the Discretionary Trust for which you need this document package have a Cleardocs deed?

Using your earlier answers... saving you some typing

To save you some typing, we will pre-populate your answers for the Change to Trustee document package with your earlier answers for this Discretionary Trust. You can then review — and confirm or edit — the pre-populated answers.

To help us pre-populate your answers, please answer the following questions, then choose the relevant Discretionary Trust from the list.

Has this trust previously used the Cleardocs Change of Trustee document package?
Removing trustee(s) without their consent?
Are all the retiring trustee(s) available to sign documents?

You will need a different Deed of Variation if the retiring trustee(s) (or directors of the trustee(s)) are not available to sign the documents — for example, if they are no longer alive. The Cleardocs Change of Trustee document package is not suitable. Our lawyers at Maddocks can provide you with a quote to prepare these documents. Please call us on 1300 307 343 to arrange a quote from Maddocks.

Are you changing trustees as a result of the death of an individual trustee?

Foreign purchasers of land and duty implications

Consider if a foreign person will be involved in the administration or conduct of the trust, is a beneficiary of the trust or is related to a person who has a beneficial interest in the trust. If so, and if either now or in the future this trust will acquire land in Australia, the trustee should obtain advice about whether the trust may be liable for additional stamp duty and surcharge rates of land tax.



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