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.
This PDF is fillable. Download this form and complete it on your device, or print it and complete it by hand.
If you have a disability or impairment and use assistive technology, there are other ways you can do your business with us. You can use self service or request someone to deal with us on your behalf. If you can’t access our forms, please contact us. We can help you access, complete and submit them.
Page last updated: 10 April 2019