Private Trust form (MOD PT)

Use this form if in the last 5 years, you or your partner have been involved with or have transferred funds or assets to a private trust that has not been vested.

You must download our forms to fill them in. We have help available if you use assistive technology or if you need a translator or interpreter. Find out how to use our forms.

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.

Page last updated: 17 November 2022.
QC 19116