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Get the free Investment or Non-Trading Trust Annual Questionnaire C 2020

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Investment or NonTrading Trust Annual Questionnaire 2020CClient Name: ___ I authorise you to prepare my tax return from the information and records I have supplied to you. I accept responsibility
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01
Gather all necessary documents such as personal identification, trust deed, investment strategy, and any other relevant information.
02
Determine the type of assets you want to place in the trust and the investment goals.
03
Consult with a legal professional or financial advisor to draft the trust deed and investment strategy.
04
Fill out the trust deed with accurate information about the trust settlor, trustee, beneficiaries, and terms of the trust.
05
Review and sign the completed trust deed and investment strategy.
06
Transfer the assets into the trust as per the outlined investment strategy.

Who needs investment or non-trading trust?

01
Individuals looking to protect and manage their assets for future generations.
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High-net-worth individuals seeking tax planning and asset protection benefits.
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Business owners wanting to secure the future of their company through trust arrangements.
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People aiming to avoid probate and maintain privacy of their estate distribution.
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An investment or non-trading trust is a type of trust that is not engaged in active trading activities and primarily focuses on investing in assets for the benefit of its beneficiaries.
The trustee of an investment or non-trading trust is required to file this type of trust with the relevant tax authorities.
The trustee must gather all relevant financial information and complete the necessary tax forms to accurately report the details of the trust's investments and activities.
The purpose of an investment or non-trading trust is to provide a vehicle for managing and growing assets for the benefit of the trust's beneficiaries over time.
The trustee must report details of the trust's investments, income, expenses, and distributions to beneficiaries as required by tax authorities.
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