Trust Application Form

Please fill in your details below. Fields marked with a * are mandatory and must be filled in prior to submission.

Once the form is complete, press the submit button. For any further queries please contact Michael Norbury.

Contact details (including address which deeds will be forwarded)

Trust Application Form
First Name
Surname
Name of firm (if applicable)
Name of contact accountant (if applicable)
Email address
Telephone number
Fax number
Address
Date of deed
 

Note: Document cannot be backdated.
Name of Settlor
Settlor Address
 

Company or Individual Trustee
Name of Trustee 1
If a company please include an ACN
Trustee 1 Address
Name of Trustee 2
Trustee 2 Address
Name of Trustee 3
Trustee 3 Address
 

Specified Beneficiaries
Name of Specified Beneficiary 1
Name of Specified Beneficiary 2
Name of Specified Beneficiary 3
Name of Specified Beneficiary 4
 

Additional General Beneficiaries
Name of Additional Beneficiary 1
Name of Additional Beneficiary 2
 

Settled Sum
Settled Sum
 

Appointor(s)
Name of First Appointor
Name of Second Appointor
Name of Third Appointor
 

You may wish to discuss the succession of appointors with us

 

Guardian
Name of First Guardian
Name of Second Guardian
Name of Third Guardian
Name of Trust
Vesting Day
Excluded Beneficiaries
Additional Powers
 
For further information regarding Private Client Wealth Management, please contact Michael Norbury, Partner on +613 9242 4727 or michael.norbury@madgwicks.com.au