You must download our forms and fill them in so they are processed quickly. You can also electronically sign some of our forms. We have help available if you use assistive technology.
Download and complete the Private Trust form.
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.