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solutions@viewlegal.com.au

solutions@viewlegal.com.au

Solutions
Education
- View Communities
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- FAQ
My Account

Solutions
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Free Review
Trust Control Succession

Please complete below questions to enable appropriate review of the trust control succession of a particular trust. This review of the material is at no cost or obligation and is to ensure there is a proper understanding of the circumstances before providing a suggested scope of work and fixed pricing.

Contact details
Firm name
Contact name*
First Last
Email*
Is there a related Estate Planning matter being undertaken by View?*
- Yes
- No
Name of customers*
Trust details
Name of trust*
Date of trust
Trustee Name*
Trust documents
Do you have a copy of the fully signed, dated and (if required at the time of establishment) stamped trust deed?*
- Yes
- No
Please provide a copy of the fully signed, dated and (if required at the time of establishment) stamped trust deed
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Are there any related documents (including all deeds of variation and change of trustee)?*
- Yes
- No
Please provide a copy of the related documents (including all deeds of variation and change of trustee)
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Please confirm where the original, wet signed, fully signed, dated and stamped trust deed is held (if not known please insert Unknown)*
Is the current trustee a company?*
- Yes
- No
Please provide a current ASIC extract and current constitution for the company
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Is it intended that the corporate trustee will stay structured as it is currently?
- Yes
- No
- Unsure
If you need to provide additional comments, please do so in the text box below
Do you have a copy of the most recently available balance sheet (including all notes) for the trust?*
- Yes
- No
Please upload here
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Do you have a copy of the trust distribution resolution for last financial year and any draft resolution for this financial year?*
- Yes
- No
Please upload here
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Is this a discretionary trust?
- Yes
- No
- Unsure
Has a company received distributions from the trust?*
- Yes
- No
- Unsure
Do you have a copy of the ASIC extract of the company?*
- Yes
- No
Please provide an ASIC extract of the company
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Do you have a copy of the related division 7A documentation?*
- Yes
- No
Please provide any related division 7A documentation
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Is this a unit trust?
- Yes
- No
- Unsure
Do you have a copy of the register of current unitholders?*
- Yes
- No
Please provide an ASIC extract of the company
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Do you have a copy of the unitholders agreement?*
- Yes
- No
Please provide a copy of any unitholders agreement
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Please confirm whether the trust is intended to be treated as a fixed trust for tax purposes
- Yes
- No
- Unsure
Has any advice been provided to date?*
- Yes
- No
- Unsure
Do you have a copy of any advice provided
- Yes
- No
Please upload here
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Please provide a summary of the objectives of any restructure
Is a copy of any structure diagram available?*
- Yes
- No
Please provide a copy of the structure diagram
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Have any family trust or interposed entity elections been made?*
- Yes
- No
Please confirm who the test person is
Do you have a list of assets of the trust?
- Yes
- No
Please upload here
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Are there any relevant real properties?*
- Yes
- No
- Unsure
If not otherwise listed in the financial statements, please provide the full street address for each relevant property
Is a title search or rates notice readily available?*
- Yes
- No
Please provide title searches or rates notices for each relevant property
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Is any restructure related to a relationship breakdown?*
- Yes
- No
- Unsure
Have consent orders been made or has a property settlement occurred?
- Yes
- No
- Unsure
Please provide a copy of any consent orders or property settlement
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Please confirm whether the ex-spouse is likely to consent, and if needs be, sign any documentation prepared
Is there an existing trading entity?*
- Yes
- No
- Unsure
Please confirm what the existing trading entity is and what the proposed trading entity will be (if that is also changing)
Please confirm whether the consent of any third party will be required in relation to the proposed steps (for example, a financier) and if so, who is that third party
If there is to be restructure, please confirm who is to provide the stamp duty advice
Please set out any other information you believe may be relevant for us to consider
Would you like to upload any other material that you think may be relevant for us to consider?
- Yes
- No
Please upload other material for us to consider
Note: If file size is greater than 50MB please use your preferred secure file share service to send documents to solutions@viewlegal.com.au
Drop files here or

Max. file size: 256 MB.
Fact Find for any additional information or comments
Set out here any further information and any queries the customer wishes to be addressed by a specialist lawyer.
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1300 843 900 (1300 VIEW 00)
solutions@viewlegal.com.au
Secure Storage
PO Box 221, Enfield LPO
New South Wales, 2136

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