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Summary

Trust form 19: Trusts – Nomination of PPR/Subsequent PPR Beneficiary and Notification or Change of Beneficial Interests/Unit Holdings in Land
Fields marked with * are required

Summary

Change details
Trust details

Declaration

Trust form 19: Trusts – Nomination of PPR/Subsequent PPR Beneficiary and Notification or Change of Beneficial Interests/Unit Holdings in Land
Fields marked with * are required

Collection statement

This information is collected by the SRO to ensure that land held on trust which is used and occupied as the PPR of a nominated beneficiary is correctly assessed for land tax. If this information is not provided you may be required to pay land tax at the surcharge rate. The information collected may be used for the purposes of other SRO legislation. Where authorised by law to do so, we may disclose this information to other government agencies including the ATO, State and Territory revenue offices and law enforcement agencies. You can find out more about how we use and protect your information in our Privacy Policy on www.sro.vic.gov.au.

Declaration

Trust details

Trust form 19: Trusts – Nomination of PPR/Subsequent PPR Beneficiary and Notification or Change of Beneficial Interests/Unit Holdings in Land
Fields marked with * are required

Trustee details

Trustee

Is the trustee of the trust an:
Individual
Name of trustee
Entity
Contact name

Trust details

Address

Australian address

What is the type of address?

International address

Representative details

Is the form filler a representative?
Is the representative the nominated contact to receive all correspondence from the SRO on customer's behalf?
Representative address of contact

Australian address

What is the type of address?

International address

Specify the reason you are completing this form:

Particulars of nomination

Trust form 19: Trusts – Nomination of PPR/Subsequent PPR Beneficiary and Notification or Change of Beneficial Interests/Unit Holdings in Land
Fields marked with * are required

Particulars of nomination

Please note that the nomination takes effect from the tax year in which the nomination is lodged and will remain in place until:
• The death of the nominated PPR beneficiary, or
• The date on which the nominated PPR beneficiary ceases to use the land as their PPR
Specify the type of trust:
The purpose of this form is to:
Specify the reason the previous PPR beneficiary ceased to be the nominated PPR beneficiary:
Provide the details of the nominated (or subsequently nominated) PPR beneficiary:
Provide the details of the land, subject to the trust, used and occupied as the PPR of the nominated (or subsequently nominated) PPR beneficiary:
Address
What is the type of address?
Is the postal address of the PPR beneficiary the same as the PPR?
Postal address of PPR beneficiary

Australian address

What is the type of address?

International address

Eligibility

Is there any business activity conducted at the property?
Describe the business activity:

Particulars of notification

Trust form 19: Trusts – Nomination of PPR/Subsequent PPR Beneficiary and Notification or Change of Beneficial Interests/Unit Holdings in Land
Fields marked with * are required

Particulars of notification

The purpose of this form is to notify of:
Specify the type of trust:

Beneficiary/unit holder

Provide the details of all the beneficiaries/unit holders:

Beneficiary/unit holder

Is the beneficiary/unit holder an individual or an entity?
Individual
Entity

Australian address

What is the type of address?

International address

Does the beneficiary/unit holder hold the beneficial interest/unit(s) as trustee of a trust?

Beneficiary/Unit Holder totals

Summary

Trust form 19: Trusts – Nomination of PPR/Subsequent PPR Beneficiary and Notification or Change of Beneficial Interests/Unit Holdings in Land
Fields marked with * are required

Trustee details

Trustee

Is the trustee of the trust an:
Individual
Name of trustee
Entity
Contact name

Trust details

Address

Australian address

What is the type of address?

International address

Representative details

Is the form filler a representative?
Is the representative the nominated contact to receive all correspondence from the SRO on customer's behalf?
Representative address of contact

Australian address

What is the type of address?

International address

Specify the reason you are completing this form:

Particulars of nomination

Please note that the nomination takes effect from the tax year in which the nomination is lodged and will remain in place until:
• The death of the nominated PPR beneficiary, or
• The date on which the nominated PPR beneficiary ceases to use the land as their PPR
Specify the type of trust:
The purpose of this form is to:
Specify the reason the previous PPR beneficiary ceased to be the nominated PPR beneficiary:
Provide the details of the nominated (or subsequently nominated) PPR beneficiary:
Provide the details of the land, subject to the trust, used and occupied as the PPR of the nominated (or subsequently nominated) PPR beneficiary:
Address
What is the type of address?
Is the postal address of the PPR beneficiary the same as the PPR?
Postal address of PPR beneficiary

Australian address

What is the type of address?

International address

Eligibility

Is there any business activity conducted at the property?
Describe the business activity:

Particulars of notification

The purpose of this form is to notify of:
Specify the type of trust:

Beneficiary/unit holder

Provide the details of all the beneficiaries/unit holders:

Beneficiary/unit holder

Is the beneficiary/unit holder an individual or an entity?
Individual
Entity

Australian address

What is the type of address?

International address

Does the beneficiary/unit holder hold the beneficial interest/unit(s) as trustee of a trust?

Beneficiary/Unit Holder totals