Investment property information Form

Investment property information form

Contact Details

Please provide us best contact details, where our team can be in touch with any other information if required

Title ^*

First Name

Last Name

Mobile ^*

Your Email ^*

Trust Details

Preferred name of your Family Discretionary Trust? ^*

Kindly provide a name of your preference for your Family Discretionary Trust. For example, if your last name is "Simmer," and this trust will hold and build properties, then you may consider options such as "Simmer Family Trust"

Which state's jurisdiction law applies to this Family Discretionary Trust Deed? ^*

The state you choose should be the one in which you reside. This is important in determining whether deed stamping is required or not.

What would be the address for Family Discretionary Trust? ^*

Street Address

State/Region/Province

City

Country

Do you have plan to add any foreign Resident as a beneficiary now or in future?

Under Australian tax regulations, if a family discretionary trust includes any foreign resident as a beneficiary, the trust may be subject to higher marginal rates of Stamp Duty and Land Tax as imposed by the relevant authorities.

Yes

How many beneficiaries this Family Discretionary Trust will have?

Note: that if a minor is designated as a beneficiary and receives a distribution, such distribution will be subject to taxation at the highest marginal tax rate, which is currently 45% Flat.

Add Beneficiaries

Please add details of all beneficiaries of Discretionary Trust

Will this Family Discretionary Trust have *

Corporate Trustee

Individual Trustee

Allow The Tax Avenue as settlor of this Family Discretionary Trust?

What would you like to register from the following?

Declaration

I hereby confirm that I, have read and agree to the Disclaimer and Privacy Policy of The Tax Avenue

Trust Formation Disclaimer

Before proceeding with the establishment of your Trust, please take a moment to read this important disclaimer. The Tax Avenue provides trust setup services, including options with or without a corporate trustee. Please note that these services are limited in scope and do not consider your specific legal, financial, estate planning, or family circumstances.
Your Trust will be established based solely on the information you provide. The service offered does not constitute comprehensive legal, financial, or estate planning advice. All trust documentation is sourced from third-party providers by The Tax Avenue on your behalf. While we make every effort to ensure the accuracy and completeness of these documents, we strongly recommend having them reviewed by a qualified legal or financial advisor to ensure they are appropriate for your individual needs.
By using our services, you agree to indemnify and release The Tax Avenue, including its directors, officers, employees, and agents, from any and all claims, losses, liabilities, damages, or expenses (including legal fees) that may arise from the establishment or ongoing management of your Trust, including any issues resulting from third-party documentation.
By proceeding, you confirm that you understand and accept the terms of this disclaimer. You acknowledge that the responsibility for managing and ensuring the ongoing compliance of your Trust lies solely with you and the appointed trustees. If you have any questions or need further guidance, we strongly encourage you to contact us and seek independent professional advice to ensure your Trust aligns with your overall financial and estate planning goals.

Trust Formation Disclaimer - Before you begin your Trust Formation, please read and accept the following disclaimer

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