Acis Settlements or
$10.00 or
Trustees
IMPORTANT: Full, verifiable names are required.
(if applicable)
(First Officer listed to be Chairman, first 2 Officers to be signatories)
(First person listed to be Chairman)
*Providing TFNs is optional, but will benefit ABN/TFN applications.
*Providing TFNs is optional, but will benefit ABN/TFN applications.
Appointors & Beneficiaries
Special Disability Trusts
The Federal Government, Centrelink and the Department of Veterans Affairs have mandated a particular form of special disability trust for the future care and accommodation needs of person with severe disabilities. Our standard Special Disability Trust Deed incorporates the terms of a model trust deed provided for the purpose which will be supplied to you upon completion of this order.
You must however satisfy yourself that the beneficiaries of this trust qualify for the concessions available to such a trust and that the trust deed complies with the requirements of the relevant department in order to obtain those concessions.
Additional Information/Special Instructions
Payment Details
$
*3% SURCHARGE APPLIES
 
Establishment of your Trust
Acis provides trust establishments in 3 ways:
1. Settled direct - we provide Settlor - Acis Settlements Pty. Ltd. acts as the Settlor and the Trust Deed is prepared and delivered to you for execution by the Trustee. The Trust’s jurisdiction will be that in which the Trustee/s execute the Trust Deed and settlement stamp duty may (or may not) apply in that jurisdiction.
2. Settled direct - you provide Settlor - the Trust Deed is prepared and delivered to you for execution by the Settlor and Trustee. The Trust’s jurisdiction will be that in which the Trustee/s execute the Trust and settlement stamp duty may (or may not) apply in that jurisdiction.
3. Power of Attorney - Acis Settlements Pty. Ltd. acts as the Settlor and Acis Nominees Pty. Ltd. will sign the Trust Deed on behalf of the Trustee under Power of Attorney. As all documents are signed in our office, the Trust’s settlement jurisdiction will be Queensland. The power of attorney is restricted to the act of signing the deed only and does not constitute a general Power of Attorney i.e. once the deed is signed, the power of attorney effectively ends. If not accompanying your order, the executed Power of Attorney MUST be returned to us for the trust to be properly established.
For convenience, a blank Power of Attorney is attached. You should note that a trustee company cannot execute a Power of Attorney prior to its registration.
Dating your Trust
When establishing your Trust, the following procedures will apply:
1. If the Trust Deed is to be settled direct using Acis Settlements Pty. Ltd. as the Settlor (and your instructions do not specify a subsequent date), the Trust Deed will be dated when it is executed by the Settlor.
2. If you provide the Settlor (and your instructions do not specify a subsequent date), the Trust Deed will be supplied undated.
3. If the Trust Deed is executed under Power of Attorney, the Trust will be dated on the day we receive the properly executed Power of Attorney from you (regardless of the date appearing on the Power of Attorney).
Executing Trust Deeds
It is vital that your Trust Deed is properly executed and the settlement sum received and deposited to a trust bank account BEFORE the trust undertakes any transactions. If the trust deed is not properly executed:
1. the trust may be improperly established, not established at all or invalid;
2. adverse taxation (particularly CGT) and stamp duties issues may arise.
Power of Attorney
 
(Insert ALL Names)
(the "Proposed Trustee/s")
make the following RECITALS:
(A) I/We have agreed to act as trustee/s of:
(the "Trust")
(B) I/We have agreed to the engagement of Acis Nominees Pty Ltd ACN 146 588 767 to establish the Trust.
(C) I/We have agreed to appoint Acis Nominees Pty Ltd ACN 146 588 767 to be my/our attorney to execute the Trust Deed of the Trust.
THE PROPOSED TRUSTEE/S CONSTITUTE Acis Nominees Pty Ltd ACN 146 588 767 to be my/our true and lawful attorney to enter into and sign the Trust Deed for the Trust between Acis Settlements Pty. Ltd. ACN 081 961 391 as Settlor and the Proposed Trustee/s.
I/WE FURTHER APPOINT Acis Nominees Pty Ltd ACN 146 588 767 to be my/our attorney for the purpose of receiving the Settlement Sum (as defined in the Trust Deed) from the Settlor.
//
Individual Trusee/s
SIGNED SEALED AND DELIVERED by the Proposed Trustees:
 
Proposed Trustee
 
 
Witness
 
Proposed Trustee
 
 
Witness
 
Proposed Trustee
 
 
Witness
 
Proposed Trustee
 
 
Witness
Corporate Trustee
EXECUTED AS A DEED by the Proposed Trustee:
 

 
This is an important document and must be retained by the trustee/s.