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Declaration

Trust form 15: Discretionary Trust – Nomination of Subsequent Beneficiary

Fields marked with * are required

Collection statement

This information is collected by the SRO to enable the SRO to update its records where the nominated beneficiary of a discretionary trust revokes their nomination or dies. If you do not provide the information required, the trustee of the discretionary trust may be assessed for land tax at the surcharge rate. The information collected may be used for the purposes of laws administered by the SRO. Where authorised by law to do so, the SRO may also disclose this information to other government agencies including the Australian Taxation Office, State and Territory revenue offices and law enforcement agencies. You can find out more about how we collect, use, disclose and protect information in the Information Privacy Policy at www.sro.vic.gov.au.

Declaration

I declare that I am authorised to make this declaration.

The information provided on this form and in any attached documents is complete and correct. I understand that penalties apply for giving false or misleading information or omitting information.

The Electronic Transactions (Victoria) Act 2000 establishes the regulatory framework for transactions to be completed electronically. This form requires you to complete an electronic signature via tick-box before lodgment. By ticking the box you indicate your approval of the contents of this electronic communication.

Subsequent beneficiary - Acceptance of nomination

I am the named beneficiary and I accept the stated nomination for land tax purposes.

I acknowledge that as long as this nomination remains in force, I may be liable for land tax in respect of the pre-2006 lands as deemed owner of those lands under section 46G of the Land Tax Act 2005.

Date

Signature

Date (DD/MM/YYYY)

First name

Middle name(s)

Family name

Position (if applicable)

Organisation (if applicable)

Mobile number

Phone number

Email

Trust details

Trust form 15: Discretionary Trust – Nomination of Subsequent Beneficiary

Fields marked with * are required

Trust details

Is the trustee of the trust an:

Individual

Entity

Individual

Name of trustee

First name

Middle name(s)

Family name

Date of birth (DD/MM/YYYY)

Entity

Name of trustee

ABN

ACN

Contact name

First name

Middle name(s)

Family name

Mobile number

Phone number

Email

Name of trust

SRO customer number

Address

Country

Australian address

What is the type of address?

Street

PO Box

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

PO Box number

Post office name

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

International address

Street address/Postal address

Suburb/Town

State

Postcode/Zipcode

Overseas Address

Particulars of change

Trust form 15: Discretionary Trust – Nomination of Subsequent Beneficiary

Fields marked with * are required

Particulars of change

Specify the reason the nomination has ceased:

Death of nominated beneficiary

Revocation of nomination

Details of the previous nominated beneficiary:

First name

Middle name(s)

Family name

Date of death (DD/MM/YYYY)

Do you want to nominate a subsequent beneficiary?

Yes

No

Please note that the nomination will take effect from the following year.

Subsequent nominated beneficiary

First name

Middle name(s)

Family name

Date of birth (DD/MM/YYYY)

SRO customer number (if known)

Please provide sufficient details and supporting documents to show that the subsequent nomination is just and reasonable.For example: •Why was the previous nomination revoked?•Why was this person chosen as the subsequent nominated beneficiary?•Evidence to show that the subsequent nominated beneficiary has or is able to benefit from this trust

Address

Country

Australian address

What is the type of address?

Street

PO Box

Lot number

Floor/Level type

Floor number

Flat/Unit type

Unit number

PO Box number

Post office name

Lot number

Street number

Street name

Street type

Suburb/Town

State

Postcode

International address

Street address/Postal address

Suburb/Town

State

Postcode/Zipcode

Overseas Address

Supporting documents

Trust form 15: Discretionary Trust – Nomination of Subsequent Beneficiary

Fields marked with * are required

Supporting documents

Supporting document

File:

Declaration

Collection statement

Declaration

Trust details

Trust details

Australian address

International address

Particulars of change

Particulars of change

Australian address

International address

Supporting documents

Supporting documents

Supporting document

Summary

Trust details

Australian address

International address

Particulars of change

Australian address

International address