Data Capture Form: Standard Discretionary Trust

Download a copy here: Standard Discretionary Trust - Client Data Capture Form

Standard Discretionary Trust - Client Data Form

General Info
Name of the Trust:
Date the Trust will be executed:    
State/Territory of governance:    
In the wind up of the trust, where there is no Beneficiaries which Charity should be supported? (N/A if none):    

Settlor: Individual
Full Name:    
Full Address:    
Settlement Amount ($):    

Settlor: Company
Name of the Company (including legal elements, i.e. Pty Ltd):    
Full Address:    
Director/s Names:    
ACN:    
Settlement Amount ($):    

Trustee: Individual
Full Name:    
Full Address:    
Settlement Amount ($):    

Trustee: Company
Name of the Company (including legal elements, i.e. Pty Ltd):    
Full Address:    
Director/s Names:    
ACN:    

Settlor: Individual
Full Name:    
Full Address:    
Settlement Amount ($):    

Settlor: Company
Name of the Company (including legal elements, i.e. Pty Ltd):    
Full Address:    
Director/s Names:    
ACN: