Legal Templates
Trustee Declaration Form

Trustee Declaration Form for Australia

Trustee Declaration Form Template for Australia

A formal legal document used in Australian jurisdictions where an appointed trustee formally acknowledges and accepts their role, responsibilities, and obligations in relation to a trust. The document serves as a written declaration of the trustee's understanding of their duties under Australian trust law, including relevant state/territory legislation and federal requirements. It includes declarations regarding eligibility, capacity to act, understanding of trustee duties, and compliance with trust deed provisions and applicable laws.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Generate a Bespoke Document

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

Get our Australia-compliant Trustee Declaration Form

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Trustee Declaration Form

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc

What is a Trustee Declaration Form?

The Trustee Declaration Form is a crucial document in Australian trust administration that must be completed upon the appointment of new trustees, whether individual or corporate. This document serves multiple purposes: it provides evidence of the trustee's formal acceptance of their role, confirms their eligibility to act as trustee under Australian law, and demonstrates their understanding of their legal obligations and duties. The form is particularly important for regulatory compliance and risk management, as it creates a clear record of the trustee's acknowledgment of their responsibilities. It's commonly used in various trust structures including family trusts, unit trusts, and self-managed superannuation funds, and may need to be presented to financial institutions, regulatory bodies, or courts as evidence of proper trustee appointment and acceptance.

What sections should be included in a Trustee Declaration Form?

1. Trustee Information: Full legal name, address, and contact details of the trustee

2. Trust Details: Name of the trust, type of trust, and date of establishment

3. Appointment Acknowledgment: Formal acknowledgment of appointment as trustee and acceptance of the role

4. Declaration of Eligibility: Trustee's declaration that they meet all legal requirements to act as trustee

5. Statutory Obligations: Acknowledgment of understanding statutory duties and responsibilities under relevant legislation

6. Trustee Duties: Detailed list of core trustee duties and responsibilities

7. Compliance Declaration: Declaration to comply with trust deed and applicable laws

8. Execution Block: Space for trustee signature, witness details, and date of execution

What sections are optional to include in a Trustee Declaration Form?

1. SMSF Specific Declarations: Additional declarations required for Self-Managed Super Fund trustees

2. Corporate Trustee Details: Required when the trustee is a company rather than an individual

3. Co-Trustee Acknowledgment: Required when multiple trustees are being appointed

4. Property Holdings Declaration: Required when trust holds real estate assets

5. Investment Strategy Acknowledgment: Required for trusts with significant investment components

6. Successor Trustee Provisions: Optional section for nominating successor trustees

What schedules should be included in a Trustee Declaration Form?

1. Schedule A - Trust Deed Details: Summary of key trust deed provisions and amendments

2. Schedule B - Asset Schedule: List of trust assets being placed under trustee responsibility

3. Schedule C - Beneficiary Details: List of current beneficiaries and their details

4. Schedule D - Specific Powers: Detailed list of specific powers granted to the trustee

5. Appendix 1 - Consent Forms: Required consent forms from relevant parties

6. Appendix 2 - ID Requirements: Documentation requirements for trustee identification

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image

Jurisdiction

Australia

Publisher

Genie AI

Document Type

Declaration Form

Sector

Cost

Free to use
Clauses
Appointment Acceptance
Legal Capacity
Eligibility Confirmation
Statutory Compliance
Fiduciary Duties
Asset Protection
Confidentiality
Conflict of Interest
Record Keeping
Financial Management
Investment Powers
Indemnification
Successor Appointment
Distribution Powers
Reporting Obligations
Trust Deed Compliance
Beneficiary Protection
Anti-Money Laundering Compliance
Privacy Obligations
Tax Compliance
Insurance Requirements
Trust Property Management
Decision Making
Delegation Powers
Resignation Procedures
Relevant Industries

Financial Services

Legal Services

Wealth Management

Estate Planning

Superannuation

Property Management

Family Business

Private Banking

Professional Services

Not-for-Profit

Relevant Teams

Legal

Compliance

Trust Administration

Wealth Management

Risk Management

Corporate Services

Financial Advisory

Estate Planning

Company Secretariat

Board Services

Relevant Roles

Trust Administrator

Trustee

Financial Advisor

Estate Planning Lawyer

Wealth Manager

Company Director

Trust Manager

Compliance Officer

Legal Counsel

Risk Manager

Company Secretary

Fund Manager

Property Manager

Accountant

Tax Advisor

Industries
Trustees Act 1925: Primary legislation governing trustees' powers, duties, and responsibilities in Australia. Sets out the fundamental obligations of trustees and their legal authority.
Income Tax Assessment Act 1936: Crucial for understanding the tax implications and obligations of trusts and trustees, including reporting requirements and tax treatment of trust income.
Income Tax Assessment Act 1997: Modern tax legislation that works in conjunction with the 1936 Act, providing additional guidance on trust taxation and trustee responsibilities.
Anti-Money Laundering and Counter-Terrorism Financing Act 2006: Relevant for trustees' obligations in preventing money laundering and ensuring proper verification of trust beneficiaries and transactions.
Privacy Act 1988: Governs how trustees must handle personal information of beneficiaries and other parties involved in the trust.
Superannuation Industry (Supervision) Act 1993: Important if the trust involves superannuation assets or is related to self-managed super funds.
State-specific Trustee Acts: Various state-based legislation that may apply depending on the jurisdiction where the trust is established and operated.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

No matches found.

Self Declaration

An Australian legal document where an individual makes a formal written statement of facts, declared true under oath and witnessed by an authorized person.

find out more

Resident Declaration Form

An Australian legal document used to formally declare an individual's residency status for tax and regulatory compliance purposes.

find out more

My Health Declaration

An Australian legal document for declaring comprehensive health information, compliant with federal and state healthcare legislation.

find out more

Health Declaration Form

An Australian-compliant Health Declaration Form Template for collecting and managing personal health information with appropriate privacy safeguards.

find out more

Format For Self Declaration

An Australian statutory declaration template that provides a standardized format for making legally binding statements under the Statutory Declarations Act 1959.

find out more

Declaration Of Own Work

An Australian legal document where an individual formally declares and certifies the originality and authenticity of their work product.

find out more

Flight Declaration Form

An Australian aviation regulatory document for declaring flight details and safety compliance, required under CASA regulations for flight operations in Australian airspace.

find out more

Self Employment Declaration

An Australian legal document confirming independent contractor status and business arrangements under Australian contractor and taxation laws.

find out more

Airport Declaration Form

An official Australian border control document required for all international travelers entering Australia, covering customs, immigration, and biosecurity declarations.

find out more

Age Declaration Form

An Australian legal document for formal declaration of an individual's age, compliant with federal and state age verification requirements.

find out more

Age Declaration Certificate

An Australian legal document where an individual formally declares their age under statutory declaration requirements, witnessed by an authorized person.

find out more

Medical Declaration Form For Employees

An Australian-compliant medical declaration form for collecting and managing employee health information in accordance with privacy and workplace safety regulations.

find out more

Declaration Card

An Australian legal document required for all incoming travelers to declare items and information for customs, immigration, and biosecurity purposes.

find out more

Cargo Declaration

An official customs document required under Australian law that details cargo information for goods being imported to or exported from Australia.

find out more

Self Declaration Of Surviving Spouse Form

An Australian statutory declaration document where a person formally declares their status as a surviving spouse of a deceased person, used for legal and administrative purposes.

find out more

Supplier Declaration Form

An Australian jurisdiction compliance declaration document for suppliers to attest their adherence to legal, regulatory, and operational requirements.

find out more

Police Declaration Form

An Australian legal document for declaring criminal history status and consenting to police checks, complying with federal and state legislation.

find out more

New Declaration Form

An Australian legal document containing sworn statements made before an authorized witness, governed by federal and state statutory declaration laws.

find out more

Medical Declaration Form

An Australian-compliant form for declaring personal medical information, governed by federal and state healthcare and privacy laws.

find out more

International Declaration Form

An Australian customs document for declaring international shipments, complying with the Customs Act 1901 and related regulations.

find out more

Immigration Declaration Form

An official Australian immigration document requiring declarations about personal details, character, and health status, governed by the Migration Act 1958.

find out more

Employment Declaration Form For New Employee

An Australian-compliant declaration form for new employees capturing essential employment, tax, and superannuation information.

find out more

Declaration Of Trust Form

An Australian legal document that establishes and governs a trust arrangement, defining the relationships between trustees, beneficiaries, and trust property under Australian law.

find out more

Customs Declaration Form

An official Australian customs document required for declaring goods being imported into or exported from Australia, submitted to the Australian Border Force for customs clearance and regulatory compliance.

find out more

Statutory Declaration Partner Visa Applicant

An Australian legal document where a person formally declares the truth of statements regarding their relationship for partner visa purposes, subject to federal legislation.

find out more

Statutory Declaration Form For Sick Leave

An Australian statutory declaration form for formally declaring employee sick leave absence, compliant with federal legislation.

find out more

Updated Tax Declaration

An Australian tax document used to amend or correct information in a previously submitted tax return, complying with ATO requirements and federal tax legislation.

find out more

Self Certified Declaration Form

An Australian legal document where individuals declare statements to be true under oath, witnessed by authorized persons under the Statutory Declarations Act 1959.

find out more

Statutory Declaration Applicant Form

An Australian legal document under the Statutory Declarations Act 1959 where individuals formally declare statements as true before an authorized witness.

find out more

Superannuation Declaration Form

An Australian legal document for employees to declare their superannuation fund choice and provide necessary information for super contributions under Australian law.

find out more

Self Declaration Certification

An Australian legal document under the Statutory Declarations Act 1959 where individuals formally declare facts as true under penalty of law.

find out more

Resident Visa Declaration Form

An Australian legal document for visa holders to declare their residential status and compliance with visa conditions, governed by Australian immigration law.

find out more

Passport Self Declaration Form

An Australian legal document where passport applicants declare the truthfulness of their personal information and eligibility for passport issuance under Australian law.

find out more

Land Tax Declaration

An Australian statutory document for declaring property ownership details and land tax liability to state revenue offices.

find out more

Foreign Transfer Duty Declaration

An Australian statutory declaration document required for property purchases by foreign persons, submitted to state revenue offices to assess applicable transfer duty and foreign purchaser surcharges.

find out more

Primary Producer Declaration

An Australian legal document declaring and confirming an entity's status as a primary producer for regulatory, taxation, and commercial purposes.

find out more

Nominee Declaration Form

An Australian legal document where a nominee formally declares their role in holding assets or rights on behalf of a beneficial owner, complying with Australian corporate and financial services laws.

find out more

Dissertation Declaration

An Australian legal document accompanying thesis submissions where candidates declare research originality, ethics compliance, and adherence to academic standards under Australian law.

find out more

Declaration Letter

An Australian statutory declaration document that serves as a legally binding statement of facts, made under oath and witnessed by an authorized person under federal law.

find out more

Self Declaration Form For Medical Reimbursement

An Australian-compliant self-declaration form for claiming medical expense reimbursements through healthcare providers and insurance schemes.

find out more
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it

Generate Legal Docs Free

Create your first 2 documents for free
You keep IP ownership of your information
Your data doesn't train Genie's AI
2 Docs LeftAccess Now
*No registration required