Register A Family Trust

Discretionary Trust Instructions

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Name of Trust

Settlor

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Full Name

Address

Occupation

Trustee

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Full Name

Address

Occupation

Company Name & ACN

Registered Address

Name of Directors

Primary Beneficiaries

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The Children of the marriage

and

Address

Occupation

General Beneficiaries

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All the Relatives Of

and

Address

Occupation

Additional Income
Beneficiaries

Any additional corporations, church or charity

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Appointer / Guardian

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Full Name

and upon death then

Address

Settled Sum

Vesting Day

* 80 years from the next June 30th

Firm / Individual Placing Order

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Name

Address

Contact Number

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