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.

To fill in this form digitally you will need a computer and Adobe Acrobat Reader, or a similar program. You can download Adobe Acrobat Reader for free. If you can’t complete the form digitally, you can print it, complete it by hand and return it to us following the instructions on the form.

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: 3 March 2022