Private Trust form (MOD PT)

Use this form if in the last 5 years, you or your partner have been involved with or have transferred funds or assets to a private trust that has not been vested.

Also use this form if in the last 5 years, you or your partner have made any type of gifts involving an active or vested private trust.

You do not need to complete this form if it is a Special Disability Trust or Complying Self Managed Superannuation Fund.

 

Page last updated: 22 August 2016

This information was printed Monday 26 September 2016 from humanservices.gov.au/customer/forms/mod-pt It may not include all of the relevant information on this topic. Please consider any relevant site notices at humanservices.gov.au/siteinformation when using this material.