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1. Parties: Identifies the Settlor, Trustee(s), and named Beneficiaries of the trust
2. Background: Sets out the context and purpose for establishing the trust
3. Definitions: Defines key terms used throughout the trust deed
4. Trust Establishment: Declares the creation of the trust and specifies the trust property
5. Trust Name and Duration: Specifies the name of the trust and its term/duration
6. Trustee Powers: Comprehensive list of powers granted to the trustee(s) in managing the trust
7. Trustee Duties and Responsibilities: Details the obligations and responsibilities of the trustee(s)
8. Beneficiary Rights: Outlines the rights, interests, and entitlements of beneficiaries
9. Distribution Rules: Specifies how and when trust income and capital may be distributed
10. Trust Administration: Details the operational aspects of managing the trust
11. Trustee Remuneration: Specifies any fees or compensation for the trustee's services
12. Amendment Provisions: Procedures for modifying the trust deed
13. Termination Provisions: Circumstances and procedures for terminating the trust
14. Governing Law: Specifies the applicable law and jurisdiction
1. Investment Powers: Detailed investment guidelines and restrictions - include for trusts with significant investment activities
2. Foreign Beneficiary Provisions: Special provisions for handling foreign beneficiaries - include if international beneficiaries are likely
3. Corporate Trustee Provisions: Specific provisions for corporate trustees - include if a company is acting as trustee
4. Perpetuity Period: Specific provisions about the trust's duration - include for jurisdictions requiring explicit perpetuity periods
5. Sub-Trust Provisions: Powers and procedures for creating sub-trusts - include for complex family or business structures
6. Charitable Purposes: Specific provisions for charitable activities - include for charitable trusts
7. Business Operation Provisions: Specific provisions for operating a business - include for trading trusts
8. Conflict Resolution: Procedures for resolving disputes - include for complex family trusts or where conflicts are likely
9. Tax Management Provisions: Specific provisions for tax optimization - include for trusts with complex tax arrangements
1. Schedule 1 - Initial Trust Property: Details of the initial assets settled in the trust
2. Schedule 2 - Beneficiary Details: Full list of beneficiaries and their respective interests or classes
3. Schedule 3 - Trustee Powers: Detailed list of specific powers granted to trustees
4. Schedule 4 - Investment Parameters: Specific investment guidelines and restrictions
5. Schedule 5 - Trustee Remuneration: Detailed fee structure or compensation arrangements
6. Appendix A - Trustee Consent Forms: Signed acceptance forms from appointed trustees
7. Appendix B - Meeting Procedures: Procedures for trustee meetings and decision-making
8. Appendix C - Distribution Rules: Detailed rules and procedures for trust distributions
Accounting Period
Accumulation Period
Associated Persons
Authorised Investments
Beneficiary
Capital
Child
Corporate Trustee
Default Beneficiaries
Delegate
Descendant
Discretionary Beneficiaries
Distribution Date
Eligible Beneficiaries
Financial Year
Foreign Person
General Powers
Income
Initial Sum
Investment Strategy
Law
Legal Personal Representative
Net Income
Perpetuity Period
Primary Beneficiaries
Principal
Related Entity
Resolution
Secondary Beneficiaries
Settled Sum
Settlement Date
Settlor
Specified Beneficiaries
Trust
Trust Asset
Trust Deed
Trust Fund
Trust Period
Trust Property
Trustee
Trustee Powers
Variation Power
Vesting Date
Trust Property
Appointment and Removal of Trustees
Trustee Powers
Trustee Duties
Trustee Indemnification
Beneficiary Rights
Income Distribution
Capital Distribution
Investment Powers
Administrative Powers
Tax Management
Trust Modification
Trust Termination
Perpetuity Period
Governing Law
Dispute Resolution
Confidentiality
Compliance
Record Keeping
Asset Management
Distribution Rules
Delegation Powers
Trustee Remuneration
Liability Limitation
Amendment Powers
Foreign Beneficiary Provisions
Sub-Trust Creation
Trust Expenses
Meeting Procedures
Decision Making
Reporting Requirements
Succession Planning
Asset Protection
Conflict Resolution
Financial Services
Legal Services
Wealth Management
Real Estate
Family Business
Professional Services
Banking
Investment Management
Charitable Organizations
Education
Healthcare
Agriculture
Mining
Retail
Construction
Legal
Wealth Management
Trust Administration
Compliance
Tax Advisory
Estate Planning
Investment Management
Risk Management
Corporate Services
Family Office
Trust Administrator
Legal Counsel
Estate Planning Attorney
Wealth Manager
Financial Advisor
Tax Consultant
Trust Officer
Compliance Officer
Investment Manager
Property Manager
Corporate Trustee
Family Office Manager
Philanthropic Advisor
Business Succession Planner
Risk Manager
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