Gender Male Female ACN When to Act whilst spouse/partner is alive, (tick one or more) upon death or incapacity of spouse/partner, whilst children/beneficiaries minors upon death or incapacity of spouse/partner, with adult children/beneficiaries adult (but prior to gift becoming absolute) Other: ITEM D: APPOINTORS Specific Gift No. : refer Section F(i) or SCHEDULE 5A. Will there be an appointor of the trust? Complete below then Schedule 2C No, go to Schedule 2C Appointor If you have a spouse/partner, in the first instance: (where more than one is ticked they will act jointly) Generally the beneficiary is also the trustee of their your spouse/partner own trust. independent no. (provide details Item C) A third party can be appointed trustee in place of, or in addition to, the beneficiary where there is good reason, UNTIL your spouse/partner’s death or mental incapacity THEN for example where the beneficiary is: a minor, If there are minor beneficiaries: (where more than one is ticked they will act jointly) facing bankruptcy or facing matrimonial problems or independent no. (provide details Item C) has limited capacity to manage their own CONTROL AGE: UNTIL the beneficiary reaches years old (or where finances due to there is more than one beneficiary when the youngest of them turns that age). disability, THEN for life interest and conditional trusts, if there are only adult addictions or beneficiaries, (or upon a minor beneficiary attaining the control age): their spendthrift nature. (where more than one is ticked they will act jointly) independent no.: (provide details Item C) child/beneficiary/ies Specific Gift No. : refer Section F(i) or SCHEDULE 5A. Will there be an appointor of the trust? Complete below then Schedule 2C No, go to Schedule 2C Appointor If you have a spouse/partner, in the first instance: (where more than one is ticked they will act jointly) your spouse/partner independent no. (provide details Item C) UNTIL your spouse/partner’s death or mental incapacity THEN If there are minor beneficiaries: (where more than one is ticked they will act jointly) independent no. (provide details Item C)
Gender Male Female ACN When to Act (tick one or more) whilst spouse/partner is alive, upon death or incapacity of spouse/partner, whilst children/beneficiaries minors upon death or incapacity of spouse/partner, with adult children/beneficiaries adult (but prior to gift becoming absolute) Other: ITEM D: APPOINTORS Specific Gift No. : refer Section F(i) or SCHEDULE 5A. Will there be an appointor of the trust? Complete below then Schedule 2C No, go to Schedule 2C Appointor Generally the beneficiary is also the trustee of their own trust. A third party can be appointed trustee in place of, or in addition to, the beneficiary where there is good reason, for example where the beneficiary is: a minor, facing bankruptcy or facing matrimonial problems or has limited capacity to manage their own finances due to disability, addictions or their spendthrift nature. If you have a spouse/partner, in the first instance: (where more than one is ticked they will act jointly) your spouse/partner independent no. (provide details Item C) UNTIL your spouse/partner’s death or mental incapacity THEN If there are minor beneficiaries: (where more than one is ticked they will act jointly) independent no. (provide details Item C) CONTROL AGE: UNTIL the beneficiary reaches years old (or where there is more than one beneficiary when the youngest of them turns that age). THEN for life interest and conditional trusts, if there are only adult beneficiaries, (or upon a minor beneficiary attaining the control age): (where more than one is ticked they will act jointly) independent no.: (provide details Item C) child/beneficiary/ies Specific Gift No. : refer Section F(i) or SCHEDULE 5A. Will there be an appointor of the trust? Complete below then Schedule 2C No, go to Schedule 2C Appointor If you have a spouse/partner, in the first instance: (where more than one is ticked they will act jointly) your spouse/partner independent no. (provide details Item C) UNTIL your spouse/partner’s death or mental incapacity THEN If there are minor beneficiaries: (where more than one is ticked they will act jointly) independent no. (provide details Item C)
Advanced_Standard_Will_-_Order_Form_and_fact_find.docx