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.

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.

This PDF is fillable. You can fill it out on your device, or print it and complete it by hand.

If you have a disability or impairment and use assistive technology, you may not be able to access our forms. If you can’t, please use self service, request someone to deal with us on your behalf, or contact us. We can help you access, complete and submit them.

Page last updated: 2 June 2020