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Reference:1395327 (Discretionary Trust - excluded beneficiaries)

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Fund Info
  • What is the full name of the Trust? Help
  • When will the deed be established?
  • (dd/mm/yyyy)
  • Which jurisdiction's laws apply to the Trust Deed? Help
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  • What is the name of the settlor? Help
  • The settlor and the named beneficiary are different people (or different entities).
  • What is the settlor's address?
  • How much is the Settlor contributing to settle the trust (that is, what is the Settled Sum)? Help
  • $
Appointor
  • Is an appointor to be named? Help
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Trustee
  • How many trustees will there be? Help
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  • Trustee 1 of 1
    • Is the trustee...
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  • What is the trustee's address?
  • Confirming the Trustee(s)
  • Do you want to exclude the trustee from being a beneficiary of the trust? Help
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Beneficiaries
  • How many beneficiaries will the Trust have when it starts? Help
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  • Beneficiary 1 of 1
  • Is the beneficiary...
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  • Is this beneficiary acting in its capacity as trustee of a trust?
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  • What is the beneficiary's address?
  • If the sole beneficiary (named above) is the only person acting as trustee, then the trust may not be valid. Please click to confirm that for this trust, they are different — or, for more information, call the Cleardocs helpline on 1300 307 343. Help
  • The trustee and the sole beneficiary are different people (or different entities).
Excluded Beneficiaries
  • Additionally, do you want to also exclude foreign persons from being beneficiaries of the trust? Help
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ABN Registration
  • Would you like to use Cleardocs to apply for your trust's Australian Business Number? Help
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Minutes & Resolutions
  • Would you like to purchase a 12 months subscription to the Discretionary (Family) Trust Minutes & Resolutions Package for this trust and receive a 15% discount? Help
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Stamping
  • Would you like Cleardocs to arrange for assessment and payment of stamp duty on your trust deed with the State Revenue Office Victoria?
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  • Would you like Cleardocs to arrange for assessment and payment of stamp duty on your trust deed with the State Revenue Office New South Wales?
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Trademark Registration
  • Would you also like to use Cleardocs to apply for a Trademark for your Trust? Help
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Document Prepared By
Printing

    + Printing & Binding

    Document professionally printed, bound and delivered

    Do you want these documents printed and sent to you for an extra charge of $84.15 per set?

    Each 'set' contains a neat two-ring binder, all the ancillary documents ready for signing, printed index-tabs and 2 spiral-bound copies of the Deed.

    If you order the printing and binding, then you still get "soft" copies by email as well.
     
    Delivery address?

    After you pay for your document package, we will send you an email with a link to a page on which you need to click "Confirm printing" and type in the delivery address etc.

Clicking "Save & Exit" will ignore all unfinished questions allowing you to fill them in later.