Notes for 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.

 
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Page last updated: 27 August 2017