Acis | Special Disability Trust Order Form

Trust is to be settled (select):

Direct OR Power of Attorney (see over) If no nomination is made, the trust deed will be signed under Power of Attorney

Settlor:

Acis Settlements or

Settlement Sum:

$10.00 or

Corporate Trustee

(if applicable)

Officer Names
and Roles

(First Officer listed to be Chairperson, first 2 Officers to be signatories)

DirectorSecretary

Individual Trustee/s

(First person listed to be Chairperson)

Individual Trustee/s

Appointor/s of Trust

Primary Beneficiaries

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.

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.

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).

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.

I/We

(Insert ALL Names)

(the "Proposed Trustee/s")

make the following RECITALS:

(A) I/We have agreed to act as trustee/s of:

Trust Name

(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.

This Power of Attorney is executed as a Deed and dated:

SIGNED SEALED AND DELIVERED by the Proposed Trustees:

Proposed Trustee

Witness

Proposed Trustee

Witness

Proposed Trustee

Witness

Proposed Trustee

Witness

EXECUTED AS A DEED by the Proposed Trustee:

DirectorSole DirectorSole Secretary