Fillable Printable Discretionary Trust Deed
Fillable Printable Discretionary Trust Deed
Discretionary Trust Deed
July 2015
ORDER FORM – DISCRETIONARY TRUST DEED
Firm / Person Placing Order
Firm Name: ........................................... Contact Name: ………………………………………
Delivery Address
(no PO boxes):
…………………………………………………………………………
Suburb: …………………………………. State: …………… Postcode:……………………
Phone: ………………………………… Email:…………………………………………………
Desired Name of Trust ………………………………..................................................................
How Will Payment Be Made
Account number: …………………..
Direct Deposit:
BSB: 062 210 Acct. 1036 0658 (Please use desired Trust Name as reference)
Cheque
(Must be cleared before processing and made payable to Patricia Holdings)
Credit Card Number ………………………………..…… Expiry Date ……………….............
Card Holder Name ……………………………………………...
Type of Card: MasterCard
Visa
Amex
(NB: Amex will incur 3.03% incl. GST fee)
Signature:……………………………………………
Trust - Delivery Type
A
$324.50
A quality bound Trust Register delivered to you via courier.
Please choose either
Grey or
White
Deluxe Black Folder ($33.00 extra)
B
$280.50
A PDF version of the Trust Register delivered to you via email.
Package Deals
(leave blank if not in a package)
NB: Our stamping fee does not include cost of OSR (NSW) or SRO (VIC) Stamp Duty
OSR and SOR Stamping Fees subject to change without notice
Company + Deed
Couriered $1073.50
Company + Deed
Emailed $908.50
Company + Deed + our stamping fee*
Couriered $1139.50
Company + Deed + our stamping fee*
Emailed $974.50
*If selecting Deed Stamping in addition to your Trust or Package, please select
Trust /Package fee +OSR fee for
Original $500.00
Plus 1 Duplicate $510.00
Or 2 Duplicates $520.00
Or 3 Duplicates $530.00
Trust/ Package fee + SRO fee $200 (Fixed Trust
price for VIC)
Trust/Package fee + Your own cheque for the
OSR or SRO Fee
July 2015
Trust Details
State of Jurisdiction ……………………………………………………………………………...
Is a charity to be a Beneficiary of this Trust? Yes No
First
Trustee
Name:……………………………………………………………………………….
Address:……………………………………………………………………………..
………………………………………………………………………………...
A.C.N. (if company):…………………………………………………………………..
Second
Trustee
Name:………………………………………………………………………………...
Address:……………………………………………………………………………..
……………………………………………………………………
A.C.N. (if company):……………………………………………………………………
Settlor
(non-related*)
Name:………………………………………..
Settled
Sum ……………………….
Address:……………………………………………………………………………..
………………………………………………………………………………………
Specific
Exclusions
(*must be the
settlor if related)
………………………………………………………………………………………..
……………………………………………………………………………………..…
Appointor Name:………………………………………………………………………………...
Guardian
(Optional)
Name:………………………………………………………………………………...
Specified
Beneficiaries
(Include A.C.N.
if company)
Name:………………………………………………………………………………...
Name:………………………………………………………………………………...
Name:………………………………………………………………………………...
Name:………………………………………………………………………………...
Name:………………………………………………………………………………...
Additional
Beneficiaries
(Include A.C.N.
if company)
Name:………………………………………………………………………………...
Name:………………………………………………………………………………...
Name:………………………………………………………………………………...
Is there to be any limitation on the amount or percentage of income and/or capital that can be
paid to any one beneficiary?
Yes (If yes, state the amount or percentage of income or capital limitation)….………………...
No
July 2015
THINGS TO KNOW
1.
NO LEGAL, FINANCIAL OR TAX ADVICE
We do not provide legal, financial or taxation advice and therefore take no responsibility for these
matters. You should consult your lawyer, accountant or financial advisor before placing an order
with us.
2.
NAME ON TAX INVOICE (for Clients with Accounts)
Please note that you are our client and tax invoices are in your name and it is you we extend credit
to, not your client. We cannot and will not alter the tax invoice from you to your client after your
order has been processed. Should you want the tax invoice in the name of your client
please advise
us beforehand
so it is not on your account. We shall require cleared funds in payment prior to
processing your order as we do not extend credit to clients of our clients. The name on the tax
invoice determines the debtor.
3.
TERMS OF TRADE (for Clients with Accounts)
We extend thirty days terms of trade to practising solicitors, financial planners and accountants but
not to their clients. We require cleared funds from private clients before we process the order. See 2
above re name on Tax Invoice. Where accounts are paid after the time of order using credit card,
we charge an admin fee of 2.5% (incl. GST) on Visa and MasterCard and 3.03% (incl. GST) on
Amex.
Whilst most of our clients observe the 30 days terms of trade we extend, please be aware it is
company policy to suspend further credit at 45 days.
4. TERMS OF TRADE (for Private Clients)
We require cleared funds from private clients before we process the order. American Express
(subject to surcharge of 3.03% incl. GST), MasterCard and Visa (not subject to surcharges)
accepted. Non-bank cheques are accepted but need to be cleared before your order is processed
which may take four business days.
