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Application for discretionary trust TO:COW Structures Level 21, 400 George Street, Brisbane 4000 GPO Box 834, Brisbane 40011. F 61 7 3231 8955 T 61 7 3231 2955 E info@cgwstructures.com.auApplicant/Accountant
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How to fill out application for discretionary trust

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How to fill out application for discretionary trust

01
Gather all necessary information and documentation, including personal details of settlor, trustees, and beneficiaries.
02
Determine the terms of the trust, including distribution provisions and the powers of the trustees.
03
Consult with a legal professional to draft the trust deed and ensure all legal requirements are met.
04
Complete the application form for the discretionary trust, providing accurate and detailed information.
05
Submit the application along with any required fees or documents to the appropriate regulatory body or authority.
06
Await approval and confirmation of the discretionary trust being established.

Who needs application for discretionary trust?

01
Individuals or families looking to protect and manage their assets for the benefit of their beneficiaries.
02
Business owners wanting to separate their personal assets from their business assets.
03
Investors seeking to diversify their investment portfolio through a trust structure.
04
Anyone looking to minimize tax liabilities and protect wealth for future generations.
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Application for discretionary trust is a legal document used to establish a trust that gives the trustee discretion on how to distribute the assets to the beneficiaries.
The settlor or their representative is typically required to file the application for discretionary trust.
To fill out the application, you will need to provide information about the settlor, trustees, beneficiaries, assets, and distribution instructions.
The purpose of the application is to formally create a trust and provide legal instructions for the trustee on how to manage and distribute the assets.
Information such as the names and contact details of the settlor, trustees, and beneficiaries, details of the assets being placed in the trust, and any specific instructions for distribution must be reported on the application.
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