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1. Parties: Identifies the settlor, trustee(s), and beneficiaries with their full legal names and addresses
2. Background: Explains the context and purpose for establishing the trust, including details of the property to be held in trust
3. Definitions: Defines key terms used throughout the agreement for clarity and legal certainty
4. Declaration of Trust: Formal establishment of the trust and transfer of property to the trustee
5. Trust Property: Detailed description of the property being placed in trust and any conditions attached
6. Trustee Powers: Comprehensive list of powers granted to the trustee(s) in managing the trust property
7. Trustee Duties and Obligations: Specific responsibilities and obligations of the trustee(s) under the trust
8. Beneficiaries' Rights: Rights and entitlements of the beneficiaries under the trust
9. Income and Capital Distribution: Rules governing how income and capital from the trust property are to be distributed
10. Trust Duration: Period of the trust and circumstances for its termination
11. Administrative Provisions: Procedures for trust administration, record-keeping, and reporting
12. Governing Law: Specification that the trust is governed by Australian law and relevant jurisdiction
13. Execution: Formal execution clauses and signing requirements
1. Appointment and Removal of Trustees: Used when specific procedures for changing trustees are required beyond statutory provisions
2. Investment Powers: Include when the trust involves significant investment activities beyond property management
3. Property Management Guidelines: Required when specific rules for property maintenance and management are needed
4. Foreign Beneficiary Provisions: Include when beneficiaries include non-Australian residents
5. Asset Protection Provisions: Added when additional asset protection measures are required
6. Environmental Obligations: Include when the property has specific environmental considerations or obligations
7. Development Rights: Required when the property may be developed or substantially modified
8. GST Provisions: Include when the trust property or activities may have GST implications
9. Dispute Resolution: Detailed dispute resolution procedures beyond standard court jurisdiction
1. Schedule 1 - Property Details: Full legal description and details of the trust property, including title references
2. Schedule 2 - Beneficiaries: Complete list of beneficiaries and their respective interests or entitlements
3. Schedule 3 - Initial Trust Assets: Inventory of all assets initially settled into the trust
4. Schedule 4 - Trustee Remuneration: Details of any fees or compensation payable to trustees
5. Schedule 5 - Investment Parameters: Specific investment guidelines and restrictions if applicable
6. Appendix A - Property Valuations: Current property valuations and assessment reports
7. Appendix B - Property Management Plan: Detailed plan for property maintenance and management
8. Appendix C - Tax Considerations: Summary of relevant tax implications and structuring considerations
Trust Property
Settlement Sum
Settlor
Trustee
Initial Trustee
Beneficiary
Beneficiaries
Appointor
Trust Deed
Vesting Date
Distribution Date
Income
Capital
Financial Year
Accounting Period
Net Income
Distributable Income
Trust Fund
Property
Real Property
Personal Property
Business Day
GST
Tax Act
Commissioner
Corporations Act
Related Entity
Related Party
Security Interest
Encumbrance
Investment
Authorised Investment
Material Adverse Effect
Proper Law
Register
Resolution
Trust Account
Trust Assets
Trust Liabilities
Trust Expenses
Valuation
Market Value
Applicable Law
Governing Law
Default Event
Force Majeure Event
Termination Event
Execution Date
Commencement Date
Amendment
Deed of Variation
Property Transfer
Trustee Powers
Trustee Duties
Beneficiary Rights
Income Distribution
Capital Distribution
Trust Duration
Vesting
Property Management
Investment Powers
Administrative Powers
Financial Provisions
Tax Provisions
GST
Compliance
Accounting
Reporting
Trustee Appointment
Trustee Removal
Trustee Remuneration
Trust Modification
Trust Termination
Dispute Resolution
Confidentiality
Indemnification
Asset Protection
Governing Law
Jurisdiction
Force Majeure
Assignment
Notices
Severability
Amendment
Execution
Real Estate
Property Development
Financial Services
Investment Management
Family Office
Wealth Management
Construction
Property Management
Legal Services
Trust Services
Asset Management
Banking
Legal
Real Estate
Property Management
Wealth Management
Compliance
Finance
Tax Advisory
Trust Administration
Asset Management
Investment
Risk Management
Corporate Secretariat
Trust Manager
Property Manager
Legal Counsel
Estate Planner
Wealth Manager
Property Developer
Asset Manager
Investment Manager
Tax Advisor
Compliance Officer
Real Estate Manager
Trust Administrator
Financial Advisor
Property Lawyer
Company Secretary
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