This form contains 846 fields organized into 202 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name	Type	Description
Additional Contributions Status
No	Checkbox	Check this box if no additional contributions have been received by the trust since 7:30 pm AEST on 9 May 2000. Fill only if 'Did the fixed trust entitlements exist before 7:30 pm AEST on 9 May 2000?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if additional contributions have been received by the trust since 7:30 pm AEST on 9 May 2000 and you need to provide further details below. Fill only if 'Did the fixed trust entitlements exist before 7:30 pm AEST on 9 May 2000?' is 'Yes'. Depends on: Yes
DummyCalcQ44	Text
Additional Units Issued Status
Not applicable	Checkbox	The user should check this box if the question regarding additional units issued by the unit trust is not applicable. Fill only if 'Is this trust a unit trust?' is 'Yes'. Depends on: Q35
No	Checkbox	The user should check this box if no additional units have been issued by the unit trust since 7:30 pm AEST on 9 May 2000. Fill only if 'Is this trust a unit trust?' is 'Yes'. Depends on: Q35
Yes	Checkbox	The user should check this box if additional units have been issued by the unit trust since 7:30 pm AEST on 9 May 2000 and details of the people to whom the units were issued must be provided. Fill only if 'Is this trust a unit trust?' is 'Yes'. Depends on: Q35
Number of Units Issued	Number	Please provide the total number of units that were issued. Fill only if 'Is this trust a unit trust?' is 'Yes'. Depends on: Q35
Bank Accounts Asset
Bank Accounts Current Market Value	Number	Provide your estimated current market value for bank accounts. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Bank Accounts	Checkbox	Check this box if bank accounts are considered a primary production asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Beneficiary Role Status
No	Checkbox	Check this box if your role is not solely as a beneficiary.
Yes	Checkbox	Check this box if your role is solely as a beneficiary, and you will need to provide additional documentation as specified.
Beneficiary Name	Text	Provide the full name of the beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Benefit From Trust Inquiry
No	Checkbox	Check this box if no associate or person named in the specified questions received any benefit from the trust in the last financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if an associate or person named in the specified questions received any benefit from the trust in the last financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
DummyCalcQ57	Text	Depends on: Yes
Change in Trust Circumstances
No	Checkbox	Check this box if the trust has not had a change in circumstances since the last financial statements were prepared.
Yes	Checkbox	Check this box if the trust has had a change in circumstances since the last financial statements were prepared, and you will provide details.
Details Reference	Text	Please provide a brief reference or a short note about the change in trust circumstances. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Change in Circumstances Description	Text	Please provide a detailed description of the changes in trust circumstances since the last financial statement was prepared. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Circumstances Affecting Property Value
No	Checkbox	Check this box if there are no circumstances affecting the value of the property. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if there are circumstances affecting the value of the property. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Brief Circumstance Details	Text	Please provide any brief details or a reference about the circumstances affecting the property's value. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Detailed Circumstances	Text	Please provide a comprehensive explanation of all circumstances affecting the property's value. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Contact Person Confirmation
No	Checkbox	Check this box if you are not the person Centrelink can contact about details given on this form.
Yes	Checkbox	Check this box if you are the person Centrelink can contact about details given on this form.
Contact person — No	Text	Enter 'No' in this box to indicate you are not the person Centrelink can contact about the details given on this form. Fill only if 'No' is 'Yes'. Depends on: No
Contact Person Details
Contact Name	Text	Enter the full name of the contact person. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Depends on: No
Business Name	Text	Enter the business name of the contact person, if applicable. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Depends on: No
Position in Trust	Text	Enter the contact person's position or role in relation to the trust discussed in this form. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Depends on: No
Postal Address Line 1	Text	Enter the first line of the contact person's postal address. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Depends on: No
Postal Address Line 2	Text	Enter the second line of the contact person's postal address, if applicable. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Depends on: No
Postal Address Line 3	Text	Enter the third line of the contact person's postal address, if applicable. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Depends on: No
Postcode	Number	Enter the postal code for the contact person's address. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Max length: 4 characters Depends on: No
Daytime Phone Number	Text	Enter the daytime phone number for the contact person. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Depends on: No
Fax Number Area Code	Text	Enter the area code for the contact person's fax number. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Max length: 2 characters Depends on: No
Fax Number	Text	Enter the main part of the contact person's fax number. Fill only if 'Are you the person we can contact about details given on this form?' is 'No'. Depends on: No
Contact Person Selection For Future Requests
You	Checkbox	Check this box if you are the contact person for future requests regarding taxation returns and financial statements of the trust. Fill only if 'Are you the person we can contact about details given on this form?' is 'Yes'. Depends on: Yes
The person named at question 10	Checkbox	Check this box if the contact person for future requests is the same person whose details were provided in Question 10. Fill only if 'Are you the person we can contact about details given on this form?' is 'Yes'. Depends on: Yes
The person named below	Checkbox	Check this box if the contact person for future requests is a different person whose details will be provided in the fields immediately following this option. Fill only if 'Are you the person we can contact about details given on this form?' is 'Yes'. Depends on: Yes
Contact Person Name	Text	Please enter the full name of the contact person for future requests related to taxation returns and financial statements. Fill only if 'Are you the person we can contact about details given on this form?' is 'Yes'. Depends on: Yes
Contribution Declaration
No	Checkbox	Check this box if no one has gifted, transferred, or sold assets for less than market value to this trust since 9 May 2000. Fill only if 'Is the trust a fixed trust set up before 7:30 pm AEST on 9 May 2000?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if someone has gifted, transferred, or sold assets for less than market value to this trust since 9 May 2000, and you need to provide details of each contribution. Fill only if 'Is the trust a fixed trust set up before 7:30 pm AEST on 9 May 2000?' is 'Yes'. Depends on: Yes
Number of Contributions	Text	Provide the total number of contributions being detailed. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Corporate Trustee Signature Date
Corporate Trustee Signature Date	Date	Provide the date when the corporate trustee's second signature was applied. Fill only if 'Is the trustee a corporate trustee?' is 'Yes'. Depends on: Yes
Corporate Trustee Status Question
No	Checkbox	Check this box if the trustee is not a corporate trustee.
Yes	Checkbox	Check this box if the trustee is a corporate trustee.
Current Property Use
Do not currently make any use of the property	Checkbox	Check this box if the property is not currently being used for any purpose. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Primary production	Checkbox	Check this box if the property is currently used for primary production activities. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Rural residential only	Checkbox	Check this box if the property is currently used exclusively for rural residential purposes. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Leased	Checkbox	Check this box if the property is currently leased to another party. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Other commercial or business use (for example, commercial kennels)	Checkbox	Check this box if the property is currently used for other commercial or business activities, such as commercial kennels. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Hobby farm	Checkbox	Check this box if the property is currently used as a hobby farm. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Other	Checkbox	Check this box if the property's current use does not fit any of the other listed options. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Other Current Property Use Details	Text	Please specify the other current use of the property. Fill only if 'Other' is 'Yes'. Depends on: Other
Detailed Property Use Description	Text	Provide a detailed description of how the property is currently used. Fill only if 'Other' is 'Yes'. Depends on: Other
Date Appointorship Changed to 'Limited'
Date Appointorship Changed	Date	Enter the date when the appointorship was changed to 'limited'. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Eighth Beneficiary Details
Eighth Beneficiary Name	Text	Please enter the full name of the eighth beneficiary. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Eighth Beneficiary Date of Birth	Date	Please enter the date of birth for the eighth beneficiary. Fill only if 'Eighth Beneficiary Name' is not empty. Depends on: Eighth Beneficiary Name
Eighth Beneficiary Relationship to Appointor(s)	Text	Please enter the relationship of the eighth beneficiary to the appointor(s), if known. Fill only if 'Eighth Beneficiary Name' is not empty. Depends on: Eighth Beneficiary Name
Eighth Beneficiary Relationship Type	Text	Please specify the relationship of the eighth beneficiary to either a trustee (if a person) or a director (if a corporate trustee). Fill only if 'Eighth Beneficiary Name' is not empty. Depends on: Eighth Beneficiary Name
Eighth Other Asset
Eighth Other Asset Description	Text	Provide a description for the eighth other asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Eighth Other Asset Market Value	Number	Enter the estimated current market value for the eighth other asset. Fill only if 'Eighth Other Asset Description' has a value. Depends on: Eighth Other Asset Description
Eighth Other Asset - Primary Production	Checkbox	Check this box if the eighth 'Other (describe)' asset is a primary production asset. Fill only if 'Eighth Other Asset Description' has a value. Depends on: Eighth Other Asset Description
Eighth Unitholder Details
Eighth Unitholder Name	Text	Enter the full name of the eighth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Eighth Unitholder Date of Birth	Date	Provide the date of birth for the eighth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Eighth Unitholder CRN	Text	Enter the CRN (Client Reference Number) for the eighth unitholder, if known. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Eighth Unitholder Unit Class	Text	Specify the class of unit held by the eighth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Eighth Unitholder Number of Units	Number	Enter the total number of units held by the eighth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Eighth Unitholder Purchase Price	Number	Enter the purchase price per unit for the eighth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Encumbrance on Property
Q65_No	CheckBox
DummyCalcQ65	Text
Q65	CheckBox
Entitlement Access Date
Direct Entitlement Access Date	Date	Provide the date on which the person will be able to directly access their entitlement. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Not applicable	Checkbox	Check this box if there is no specific date on which the person will be able to access their entitlement directly, or if the provision for direct access is not applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Entitlement Alteration Status
No	Checkbox	Check this box if the entitlements have NOT altered since 7:30 pm AEST on 9 May 2000.
Yes	Checkbox	Check this box if the entitlements HAVE altered since 7:30 pm AEST on 9 May 2000.
Owner of Entitlement	Text	Provide the name of the owner(s) of the entitlement. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Estimated Market Value of Property
Estimated Market Value	Number	Provide the estimated current market value of the property, including land, buildings, and water assets. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Estimated Value of Residence
Estimated Value of Residence	Number	Provide the estimated value of the residence and the surrounding 2 hectares (5 acres). Fill only if 'Yes, property is larger than 2 hectares' is 'Yes'. Depends on: Yes, property is larger than 2 hectares
Explanation for Missing Documentation
Missing Documentation Explanation	Checkbox	Check this box if you are unable to lodge any of the required documentation and will provide an explanation.
DummyCalcQ98	Text
Detailed Explanation	Text	Enter a detailed explanation if you are unable to provide any of the required documentation. Fill only if 'Missing Documentation Explanation' is 'Yes'. Depends on: Missing Documentation Explanation
Farm Operator Details
Name of Operator	Text	Please provide the full name of the individual or entity operating the farm. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Date of Birth	Date	Please provide the date of birth for the farm operator. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Relationship to You	Text	Please describe the farm operator's relationship to you. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Fifth Beneficiary Details
Fifth Beneficiary Name	Text	Please provide the full name of the fifth beneficiary. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Fifth Beneficiary Date of Birth	Date	Please provide the date of birth for the fifth beneficiary. Fill only if 'Fifth Beneficiary Name' is not empty. Depends on: Fifth Beneficiary Name
Fifth Beneficiary Relationship to Appointor	Text	Please specify the relationship of the fifth beneficiary to the appointor(s), if known. Fill only if 'Fifth Beneficiary Name' is not empty. Depends on: Fifth Beneficiary Name
Fifth Beneficiary Relationship to Trust Role	Text	Please specify the relationship of the fifth beneficiary to the trust role, indicating whether they are a trustee (if a person) or a director (if a corporate trustee). Fill only if 'Fifth Beneficiary Name' is not empty. Depends on: Fifth Beneficiary Name
Fifth Money Owed Record
Fifth Person or Associate Name	Text	Enter the full name of the fifth person or associate to whom money is owed. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Person or Associate Date of Birth	Date	Enter the date of birth of the fifth person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Amount Owed	Number	Enter the total amount of money owed to the fifth person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Interest Rate Paid on Loan	Number	Enter the interest rate paid on the loan to the fifth person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Loan Agreement Witnessed (Record 5)	Checkbox	Check this box if there is a written loan agreement for the fifth money owed record, and it has been witnessed by a third party. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Other Asset
Fifth Other Asset Description	Text	Provide a detailed description of the fifth 'Other' asset that is not covered by the listed categories. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Fifth Other Asset Market Value	Number	Enter your estimated current market value for the fifth 'Other' asset. Fill only if 'Fifth Other Asset Description' has a value. Depends on: Fifth Other Asset Description
Fifth Other Asset (Primary Production)	Checkbox	Check this box if the fifth other asset described is a primary production asset. Fill only if 'Fifth Other Asset Description' has a value. Depends on: Fifth Other Asset Description
Fifth Other Liability Record
Fifth Liability Type	Text	Enter the type of the fifth liability record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Liability Amount	Number	Enter the amount of the fifth liability record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Liability Secured Asset	Text	Enter the asset against which the fifth liability record is secured. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Liability Secured Asset Current Market Value	Number	Enter the current market value of the asset securing the fifth liability record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Collateral Security	Checkbox	Check this box if the fifth other liability listed is secured by collateral. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Primary Production Asset	Checkbox	Check this box if the fifth other liability listed is associated with a primary production asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Public Company Details
Fifth Public Company Name or ASX Code	Text	Please provide the name of the fifth public company or its ASX code. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Public Company Number of Shares Held	Number	Please enter the number of shares held in the fifth public company. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fifth Unitholder Details
Fifth Unitholder Name	Text	Please enter the full name of the fifth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fifth Unitholder Date of Birth	Date	Please provide the date of birth for the fifth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fifth Unitholder CRN	Text	Please enter the Client Reference Number (CRN) for the fifth unitholder, if known. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fifth Unitholder Class of Unit	Text	Please specify the class of unit held by the fifth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fifth Unitholder Number of Units	Number	Please enter the total number of units held by the fifth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fifth Unitholder Purchase Price	Number	Please provide the purchase price of the units held by the fifth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
First Appointor Details
Appointor Name	Text	Please provide the full name of the first appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Appointor Date of Birth	Date	Please provide the date of birth of the first appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Beneficiary Details
First Beneficiary Name	Text	Enter the full name of the first beneficiary of the trust. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
First Beneficiary Date of Birth	Date	Provide the date of birth for the first beneficiary. Fill only if 'First Beneficiary Name' is not empty. Depends on: First Beneficiary Name
First Beneficiary Relationship to Appointor	Text	State the relationship of the first beneficiary to the appointor(s), if known. Fill only if 'First Beneficiary Name' is not empty. Depends on: First Beneficiary Name
First Beneficiary Relationship to Trustee/Director	Text	Indicate the relationship of the first beneficiary to the trustee if the trustee is a person, or to the director if the trustee is a corporate entity. Fill only if 'First Beneficiary Name' is not empty. Depends on: First Beneficiary Name
Beneficiary Name	Text	Please provide the full name of the first beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Beneficiary Date of Birth	Date	Please enter the date of birth of the first beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Type of Benefit	Text	Please specify the type of benefit received by the first beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Value of Benefit	Number	Please enter the monetary value of the benefit received by the first beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Financial Year of Payment	Text	Please provide the financial year in which the benefit was paid to the first beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Building Details
Approximate Floor Area (sqm)	Number	Please provide the approximate floor area of the building in square metres. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Building Age	Text	Please enter the approximate age of the building in years. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Exterior Construction Type	Text	Please specify the type of exterior construction material used for the building, such as brick or timber. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Interior Construction Type	Text	Please specify the type of interior construction material used for the building, such as plaster or not lined. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Roof Construction Type	Text	Please specify the type of roof construction material used for the building, such as metal or tiles. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
General Condition	Text	Please describe the general condition of the building, for example, good, fair, or poor. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Total Flats/Units	Number	Please provide the total number of flats or units within the complex, if applicable. Fill only if 'Does the trust own any real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Number of Bedrooms	Text	Please enter the number of bedrooms in the residential building. Fill only if 'Does the trust own any real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Number of Other Rooms	Text	Please enter the number of other rooms in the building, excluding laundry, bathroom, and toilet. Fill only if 'Does the trust own any real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
First Business Trading Name and Type
Trading Name	Text	Please enter the trading name of the first business. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Type of Business	Text	Please provide the type of business, for example, primary production, retail, commercial, or investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Contribution Details
Contribution By	Text	Enter the name of the person or organisation that made the contribution. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Birth	Date	Provide the date of birth of the contributor, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Amount	Number	Enter the monetary amount of the contribution. Fill only if 'Yes' is 'Yes'. Depends on: Yes
What was Contributed	Text	Describe what was contributed in this transaction. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Contributor Details
Name of Contributor	Text	Please provide the full name of the first contributor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Birth	Date	Please provide the date of birth of the first contributor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Still living	Checkbox	Check this box if the contributor is still alive. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Deceased	Checkbox	Check this box if the contributor is deceased. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Gifted	Checkbox	Check this box if the nature of the contribution was a gift. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Transferred	Checkbox	Check this box if the nature of the contribution was a transfer. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Sold for less than market value	Checkbox	Check this box if the contribution was sold for less than its market value. Fill only if 'Yes' is 'Yes'. Depends on: Yes
What Was Contributed	Text	Please describe what was contributed by the first contributor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Contribution	Date	Please provide the date when the contribution was made by the first contributor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Value of Contribution	Number	Please provide the monetary value of the contribution made by the first contributor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Amount Originally Paid for Contribution	Number	Please provide the original monetary amount paid for the contribution by the first contributor, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Entitlement Change Details
First Entitlement Owner	Text	Please provide the name of the owner for the first entitlement change. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Entitlement Change Description	Text	Please describe in detail what changed for the first entitlement. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Entitlement Change Date	Date	Please provide the date when the first entitlement change occurred. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Income Percentage from Personal Exertion
First Business Trading Name	Text	Enter the trading name of the business from which the first income percentage from personal exertion is derived. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Your First Income Percentage	Number	Enter your percentage of the income from personal exertion for the first trading business. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Partner's First Income Percentage	Number	Enter your partner's percentage of the income from personal exertion for the first trading business. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Instructing Person Details
Instructing Person Name	Text	Please provide the full name of the first instructing person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Instructing Person Date of Birth	Date	Please provide the date of birth for the first instructing person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Managed Investment Details
Fund Manager Name	Text	Provide the name of the fund manager for the first managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Product Name and Option	Text	Provide the name of the product and any applicable product option for the first managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Number of Units Held	Number	Enter the number of units held for the first managed investment, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
APIR Code	Text	Provide the APIR code for the first managed investment, if known. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Investment Value	Number	Enter the monetary value of the first managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Money Owed Record
Person or Associate Name	Text	Enter the full name of the person or associate to whom the trust owes money. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Birth	Date	Provide the date of birth of the person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Amount Owed	Number	Enter the total monetary amount owed to the person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Interest Rate	Number	Enter the annual interest rate paid on the loan. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Written loan agreement for this record	Checkbox	Check this box if there is a written loan agreement for this specific money owed record, and it has been witnessed by a third party. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Other Asset
First Other Asset Description	Text	Please provide a description for the first other asset not listed above. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
First Other Asset Current Market Value	Number	Please provide your estimate of the current market value for the first other asset. Fill only if 'First Other Asset Description' has a value. Depends on: First Other Asset Description
Other (describe) asset is a primary production asset	Checkbox	Check this box if the asset listed under the first 'Other (describe)' field is a primary production asset. Fill only if 'First Other Asset Description' has a value. Depends on: First Other Asset Description
Description of First Other Asset	Text	Enter a description for the first other asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Market Value of First Other Asset	Number	Provide your estimated current market value for the first other asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Other Liability Record
Type of Liability	Text	Enter the type of liability for this record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Amount of Liability	Number	Enter the total amount of this liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Asset Secured Against	Text	Enter a description of the asset secured against this liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Current Market Value of Asset	Number	Enter the current market value of the asset secured against this liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Collateral Security	Checkbox	Check this box if the liability listed in this row is backed by collateral security. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Primary Production Asset	Checkbox	Check this box if the liability listed in this row is related to a primary production asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Owner Details
First Owner Name	Text	Please provide the name of the first person or entity that owns the property. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
First Owner Percentage Owned	Number	Please provide the percentage of the property owned by the first owner. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
First Person Details
First Person Name	Text	Provide the full name of the first person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Person Date of Birth	Date	Provide the date of birth for the first person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Person's Name	Text	Provide the full name of the person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Birth	Date	Provide the person's date of birth. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Wages Entitled	Number	Enter the total amount of wages the person was entitled to receive. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Wages Paid	Number	Enter the total amount of wages actually paid to the person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Superannuation Entitled	Number	Enter the total amount of superannuation the person was entitled to. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Superannuation Paid	Number	Enter the total amount of superannuation actually paid for the person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Other Income Type	Text	Specify the type of other income received, such as director's fees or bonus shares. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Other Income Paid	Number	Enter the total amount of other income paid to the person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Financial Year of Payment	Text	Provide the financial year in which the other income was paid. Fill only if 'Yes' is 'Yes'. Depends on: Yes
No	Checkbox	Check this box if the first person will not receive this income in the current financial year. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if the first person will receive this income in the current financial year. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Person with Informal Control Details
First Person Informal Controller Name	Text	Please provide the full name of the first person with informal control of the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Person Informal Controller Date of Birth	Date	Please provide the date of birth of the first person with informal control of the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Person with Power Details
First Person Name	Text	Please provide the full name of the first person who has power over the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Person Date of Birth	Date	Please provide the date of birth for the first person who has power over the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
This person can exercise control independently	Checkbox	Check this box if the first person can exercise their control over the trust independently. Fill only if 'Yes' is 'Yes'. Depends on: Yes
This person can exercise control jointly	Checkbox	Check this box if the first person can only exercise their control over the trust jointly with other individuals. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Previous Trustee/Appointor Details
Previous Trustee/Appointor Name	Text	Please provide the full name of the previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Previous Trustee/Appointor Date of Birth	Date	Please provide the date of birth for the previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Change	Date	Please provide the date when the change in trustee or appointor occurred. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Reason for Change	Text	Please provide the reason for the change in trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Trustee	Checkbox	Check this box if the person being described was a previous trustee. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Appointor	Checkbox	Check this box if the person being described was a previous appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Prior Financial Year Income
First Financial Year Start	Text	Provide the start year for the first financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Max length: 4 characters Depends on: No
First Financial Year End	Text	Provide the end year for the first financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Max length: 4 characters Depends on: No
Your Primary Production Income (First Financial Year)	Number	Enter your primary production income for the first financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Partner's Primary Production Income (First Financial Year)	Number	Enter your partner's primary production income for the first financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
First Private Company Details
Company Name	Text	Enter the full legal name of the first private company. Fill only if 'Yes, involvement in other private companies' is 'Yes'. Depends on: Yes, involvement in other private companies
Company ABN or ACN	Text	Provide the Australian Business Number (ABN) or Australian Company Number (ACN) for the first private company. Fill only if 'Yes, involvement in other private companies' is 'Yes'. Depends on: Yes, involvement in other private companies
First Private Trust Details
Private Trust Name	Text	Enter the full name of the first private trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Trust TFN (Part 1)	Text	Enter the first segment of the trust's Tax File Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust TFN (Part 2)	Text	Enter the second segment of the trust's Tax File Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust TFN (Part 3)	Text	Enter the third segment of the trust's Tax File Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust ABN (Part 1)	Text	Enter the first segment of the trust's Australian Business Number. Fill only if 'Yes' is 'Yes'. Max length: 2 characters Depends on: Yes
Trust ABN (Part 2)	Text	Enter the second segment of the trust's Australian Business Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust ABN (Part 3)	Text	Enter the third segment of the trust's Australian Business Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust ABN (Part 4)	Text	Enter the fourth segment of the trust's Australian Business Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
First Public Company Details
Public Company Name or ASX Code	Text	Provide the name of the public company or its ASX code. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Number of Shares Held	Number	Indicate the total number of shares held in the public company. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Trustee Details
Name of Trustee	Text	Enter the full legal name of the first trustee.
Date of Birth	Date	Enter the date of birth of the first trustee, if the trustee is a person.
Centrelink Reference Number Part 1	Text	Enter the first segment of the Centrelink Reference Number for the first trustee, if known. Max length: 3 characters
Centrelink Reference Number Part 2	Text	Enter the second segment of the Centrelink Reference Number for the first trustee, if known. Max length: 3 characters
Centrelink Reference Number Part 3	Text	Enter the third segment of the Centrelink Reference Number for the first trustee, if known. Max length: 3 characters
Centrelink Reference Number Part 4	Text	Enter the fourth segment of the Centrelink Reference Number for the first trustee, if known. Max length: 1 characters
First Unit Holder Details
First Unit Holder Name	Text	Please provide the full name of the first unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Unit Holder Date of Birth	Date	Please enter the date of birth of the first unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Unit Holder Number of Units	Number	Please provide the number of units held by the first unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Unitholder Details
First Unitholder Name	Text	Provide the full name of the first unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
First Unitholder Date of Birth	Date	Provide the date of birth of the first unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
First Unitholder CRN if Known	Text	Provide the Customer Reference Number (CRN) of the first unitholder, if known. Fill only if 'Q35' is 'Yes'. Depends on: Q35
First Unitholder Class of Unit	Text	Provide the class of unit held by the first unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
First Unitholder Number of Units	Number	Provide the total number of units held by the first unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
First Unitholder Purchase Price	Number	Provide the purchase price of the units for the first unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fourth Beneficiary Details
Fourth Beneficiary Name	Text	Please enter the full name of the fourth beneficiary. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Fourth Beneficiary Date of Birth	Date	Please enter the date of birth of the fourth beneficiary. Fill only if 'Fourth Beneficiary Name' is not empty. Depends on: Fourth Beneficiary Name
Fourth Beneficiary Relationship to Appointor	Text	Please enter the relationship of the fourth beneficiary to the appointor, if known. Fill only if 'Fourth Beneficiary Name' is not empty. Depends on: Fourth Beneficiary Name
Fourth Beneficiary Relationship to Trust	Text	Please enter the relationship of the fourth beneficiary to the trust (e.g., trustee, director). Fill only if 'Fourth Beneficiary Name' is not empty. Depends on: Fourth Beneficiary Name
Fourth Money Owed Record
Fourth Person or Associate Name	Text	Enter the full name of the person or associate to whom the trust owes money for the fourth record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fourth Person or Associate Date of Birth	Date	Enter the date of birth of the person or associate for the fourth record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fourth Amount Owed	Number	Enter the total monetary amount owed to the person or associate for the fourth record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fourth Interest Rate	Number	Enter the interest rate paid on the loan for the fourth record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fourth Money Owed - Written Loan Agreement	Checkbox	Check this box if there is a written loan agreement, witnessed by a third party, for the fourth money owed record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fourth Other Asset
Fourth Other Asset Description	Text	Please provide a description for the fourth 'other' asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Fourth Other Asset Market Value	Number	Please enter your estimate of the current market value for the fourth 'other' asset. Fill only if 'Fourth Other Asset Description' has a value. Depends on: Fourth Other Asset Description
Fourth Other Asset (Primary Production)	Checkbox	Check this box if the fourth described other asset is a primary production asset. Fill only if 'Fourth Other Asset Description' has a value. Depends on: Fourth Other Asset Description
Fourth Other Liability Record
Type of Liability	Text	Enter the type of the fourth other liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Amount of Liability	Number	Provide the total amount of the fourth other liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Asset Secured Against	Text	Describe the asset that secures the fourth other liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Current Market Value of Asset	Number	Provide the current market value of the asset secured against the fourth other liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Collateral security	Checkbox	Check this box if the fourth liability recorded is secured by collateral. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Primary production asset	Checkbox	Check this box if the fourth liability recorded is a primary production asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fourth Public Company Details
Fourth Public Company Name or ASX Code	Text	Please provide the name of the fourth public company or its ASX code. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fourth Public Company Shares Held	Number	Please enter the number of shares held in the fourth public company. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Fourth Unitholder Details
Fourth Unitholder Name	Text	Please enter the full name of the fourth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fourth Unitholder Date of Birth	Date	Please provide the date of birth for the fourth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fourth Unitholder CRN	Text	Please enter the Customer Reference Number (CRN) for the fourth unitholder, if known. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fourth Unitholder Class of Unit	Text	Please specify the class of units held by the fourth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fourth Unitholder Number of Units	Number	Please enter the total number of units held by the fourth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Fourth Unitholder Purchase Price	Number	Please enter the purchase price of the units held by the fourth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
General
Instructions	Button
Q4GoToQ7	Button
Q9GoToQ11	Button
Q11Details.PostalAddress1	Text
Q11Details.PostalAddress2	Text
Q13GoToQ17	Button
Q14GoToQ18	Button
Q15GoToQ18	Button
Q16GoToQ18.0	Button
Q16GoToQ18.1	Button
Q19GoToQ22	Button
Q24GoToQ26	Button
Q37GoToQ40	Button
Q40GoToQ98	Button
Q41GoToQ47	Button
Q42GoToQ45	Button
Q52GoToQ54	Button
Q58GoToQ91	Button
Q60.PropertyAddress1	Text
Q60.PropertyAddress2	Text
Q60.PropertyAddress3	Text
Q65GoToQ80	Button
Q66GoToQ80	Button
Q67GoToQ69	Button
Q69GoToQ71	Button
Q71GoToQ79	Button
Q72GoToQ79	Button
Q75GoToQ78	Button
Q76GoToQ78	Button
Q80GoToQ82	Button
Q91GoToQ98	Button
Q92GoToQ98	Button
Print	Button
Clear	Button
Home Property Duration
Not 20 years or more	Checkbox	Check this box if the property has not been the home property for 20 years or more continuously. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
DummyCalcQ72	Text
20 years or more	Checkbox	Check this box if the property has been the home property for 20 years or more continuously. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Income from Trust Question
No	Checkbox	Check this box if no associate or person named in the questions received any income from the trust in the last financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if any associate or person named in the questions received any income from the trust in the last financial year, and you need to provide their details. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Number of Persons to Detail	Text	Enter the number of individuals for whom income details from the trust are being provided. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Income Production from Property
No	Checkbox	Check this box if the property is not used to produce an income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if the property is used to produce an income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Reason Property Not Used for Income	Text	Please provide the reason why the property is not used to produce an income. Fill only if 'No' is 'No'. Depends on: No
Informal Control Question
No	Checkbox	Check this box if no person has informal control of the trust and you wish to go to the next question. Fill only if 'Is the trustee a corporate trustee?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if one or more persons have informal control of the trust and you need to provide details. Fill only if 'Is the trustee a corporate trustee?' is 'No'. Depends on: No
Number of People with Informal Control	Text	Please enter the number of individuals who have informal control over the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Instructing Person Question
No	Checkbox	Check this box if there is no person instructing any person named in question 29 or question 30. Fill only if 'Is the trustee a corporate trustee?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if there is one or more person(s) instructing any person named in question 29 or question 30. Fill only if 'Is the trustee a corporate trustee?' is 'No'. Depends on: No
Number of Instructing Persons	Text	Please provide the number of persons who are or may be instructing any person named in question 29 or question 30. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Legal Property Description
Property Legal Description	Text	Provide the full legal description of the property, such as lot, section, or parish, which may be found on a rates notice. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Licences Asset
Licences Current Market Value	Number	Provide your estimate of the current market value for licences. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Licences	Checkbox	Check this box if the 'Licences' asset is a primary production asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Livestock Asset
Livestock Current Market Value	Number	Provide your estimated current market value for the livestock asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Livestock	Checkbox	Check this box if the livestock asset is a primary production asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Machinery Asset
Machinery Market Value	Number	Provide your estimate of the current market value for machinery assets held by the trust. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Machinery Primary Production Asset	Checkbox	Check this box if the machinery listed is a primary production asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Managed Investment Details
Fund Manager Name	Text	Please provide the full name of the fund manager for this investment. Fill only if 'Does the trust hold any managed investments?' is 'Yes'. Depends on: Yes
Product Name and Option	Text	Please enter the name of the product and any associated product option for this managed investment. Fill only if 'Does the trust hold any managed investments?' is 'Yes'. Depends on: Yes
Number of Units Held	Number	Please provide the number of units held for this managed investment, if applicable. Fill only if 'Does the trust hold any managed investments?' is 'Yes'. Depends on: Yes
APIR Code	Text	Please enter the APIR code for this managed investment, if known. Fill only if 'Does the trust hold any managed investments?' is 'Yes'. Depends on: Yes
Investment Value	Number	Please provide the total value of this managed investment. Fill only if 'Does the trust hold any managed investments?' is 'Yes'. Depends on: Yes
Managed Investments Held Question
No	Checkbox	Check this box if the trust does not hold any managed investments. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if the trust holds managed investments and you will provide details below. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Managed Investment Details	Text	Please provide the details or APIR code for the managed investment held by the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Money Owed to Associates Inquiry
No	Checkbox	Check this box if the trust does not owe money to anyone, including associates. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if the trust owes money to anyone, including associates. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Details of Money Owed	Text	Provide specific details regarding any money owed by the trust to associates or other parties, including salaries, wages, loans, or unpaid distributions to beneficiaries. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Name of the Private Trust
Private Trust Name	Text	Please provide the full legal name of the private trust.
New Contact Person Details
Contact Person Name	Text	Please provide the full name of the new contact person. Fill only if 'The person named below' is selected. Depends on: The person named below
Contact Person Business Name	Text	Please provide the business name of the new contact person, if applicable. Fill only if 'The person named below' is selected. Depends on: The person named below
Contact Person Position	Text	Please provide the new contact person's position or role in relation to the trust discussed in this form. Fill only if 'The person named below' is selected. Depends on: The person named below
Contact Person Postal Address Line 1	Text	Please provide the first line of the new contact person's postal address. Fill only if 'The person named below' is selected. Depends on: The person named below
Contact Person Postal Address Line 2	Text	Please provide the second line of the new contact person's postal address. Fill only if 'The person named below' is selected. Depends on: The person named below
Contact Person Postcode	Number	Please provide the postcode for the new contact person's postal address. Fill only if 'The person named below' is selected. Max length: 4 characters Depends on: The person named below
Contact Person Daytime Phone Number	Text	Please provide the new contact person's daytime phone number. Fill only if 'The person named below' is selected. Depends on: The person named below
Contact Person Fax Area Code	Text	Please provide the area code for the new contact person's fax number. Fill only if 'The person named below' is selected. Max length: 2 characters Depends on: The person named below
Contact Person Fax Number	Text	Please provide the local number for the new contact person's fax number. Fill only if 'The person named below' is selected. Depends on: The person named below
Ninth Beneficiary Details
Ninth Beneficiary Name	Text	Please provide the full name of the ninth beneficiary. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Ninth Beneficiary Date of Birth	Date	Please enter the date of birth for the ninth beneficiary. Fill only if 'Ninth Beneficiary Name' is not empty. Depends on: Ninth Beneficiary Name
Ninth Beneficiary Relationship to Appointor	Text	Please specify the relationship of the ninth beneficiary to the appointor(s), if known. Fill only if 'Ninth Beneficiary Name' is not empty. Depends on: Ninth Beneficiary Name
Ninth Beneficiary Relationship to Trustee/Director	Text	Please specify the relationship of the ninth beneficiary to the trustee (if a person) or director (if a corporate trustee). Fill only if 'Ninth Beneficiary Name' is not empty. Depends on: Ninth Beneficiary Name
Number of Title Documents
No	Checkbox	Check this box if the property does not have more than one title document. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
DummyCalcQ69	Text
Yes	Checkbox	Check this box if the property has more than one title document. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Occupancy by Trustee or Beneficiary
No	Checkbox	Check this box if no trustee, appointor, unitholder, or beneficiary lives on the property. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Occupancy Details	Text	Provide any additional details or context regarding the occupancy of the property by a trustee, appointor, unitholder, or beneficiary. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if any trustee, appointor, unitholder, or beneficiary lives on the property. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Optional Documents Checklist
Copy of Will of Testator	Checkbox	Check this box if you have answered Yes to question 13 and are providing a copy of the will of the testator. Fill only if 'Is this a testamentary trust?' is 'Yes'. Depends on: Yes
Copy of Trust Change in Circumstances Evidence	Checkbox	Check this box if you have answered Yes to question 26 and are providing a copy of the evidence that the trust has had a change in circumstances. Fill only if 'Change in circumstances since last financial statement' is 'Yes'. Depends on: Yes
Private Company (Mod PC) Form	Checkbox	Check this box if you have answered Yes to question 28 and/or 50 and are providing the Private Company (Mod PC) form. Fill only if 'Is the trustee a corporate trustee?' is 'Yes'. Depends on: Yes
Copy of Resolution to Distribute and Beneficiary Loan Evidence	Checkbox	Check this box if you have answered Yes to question 40 and are providing a copy of the Resolution to Distribute and evidence of the Beneficiary Loan account balance. Fill only if 'Is your role as a beneficiary only?' is 'Yes'. Depends on: Yes
Copy of Latest Shareholding Statement	Checkbox	Check this box if you have answered Yes to question 48 and are providing a copy of the latest statement detailing the shareholding in each company. Fill only if 'Does the trust hold any shares in public companies?' is 'Yes'. Depends on: Yes
Copy of Current Investment Details Document	Checkbox	Check this box if you have answered Yes to question 49 and are providing a complete copy of a document which gives current details for each investment. Fill only if 'Does the trust hold any managed investments?' is 'Yes'. Depends on: Yes
Private Trust (Mod PT) Form	Checkbox	Check this box if you have answered Yes to question 51 and are providing the Private Trust (Mod PT) form. Fill only if 'Is the trust a beneficiary of or otherwise involved in another private trust?' is 'Yes'. Depends on: Yes
Copies of Loan Agreements to Trust	Checkbox	Check this box if you have answered Yes to question 54 and are providing copies of any written agreements concerning loans from a person or an associate to the trust. Fill only if 'Does the trust owe money to anyone, including associates?' is 'Yes'. Depends on: Yes
Completed Trust Real Estate Details Section	Checkbox	Check this box if you have answered Yes to question 58 and are providing a completed 'Trust real estate details' section for each real estate property held by the trust. Fill only if 'Does the trust hold any real estate property?' is 'Yes'. Depends on: Yes
Copy of Council Rate/Valuation Notice	Checkbox	Check this box if you are providing a copy of the council rate or valuation notice for each property held by the trust, as referred to in question 63.
Copy of Water Rights/Allocation/Licence Documents	Checkbox	Check this box if you are providing a copy of the water rights, allocation, or licence documents, if applicable, as referred to in question 64.
Copy of Each Title Deed	Checkbox	Check this box if you are providing a copy of each title deed, which is required at question 70.
Mortgage/Loan Agreement(s) and Latest Loan Account Statement	Checkbox	Check this box if you have answered Yes to question 84 or 85 and are providing the mortgage or loan agreement(s) showing assets or properties held as security, and the latest statement for each loan account. Fill only if 'Is the property mortgaged or encumbered?' is 'Yes'. Depends on: Yes
Copies of Trust Deed, Amendment, and Control Statement	Checkbox	Check this box if you have answered Yes to question 91 and are providing a stamped copy of the initial trust deed, a stamped copy of the trust deed amendment of separate deed relinquishing beneficial interest, and a written statement declaring no control over, or benefit in any way, from the trust. Fill only if 'Are you a primary producer who wishes to apply for the special concession?' is 'Yes'. Depends on: Yes
Business Details (Mod F) Form	Checkbox	Check this box if you have answered Yes to question 94 and are providing the Business details (Mod F) form. Fill only if 'Does your primary production enterprise include a partnership?' is 'Yes'. Depends on: Yes
Other Assets Inquiry
No	Checkbox	Check this box if the trust does not own any other assets.
Private Trust 1 Name	Text	Please enter the full name of the first private trust.
Yes	Checkbox	Check this box if the trust owns any other assets.
Other Liabilities Inquiry
No	Checkbox	Check this box if the trust does not have any other liabilities not already covered in question 54. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if the trust has other liabilities, such as bank loans, mortgages, or fully drawn advances, and you need to provide details for each. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Number of Other Liabilities	Number	Please provide the total number of other liabilities for which details are being provided. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Other Person with Power Question
No	Checkbox	Check this box if no other person has the power to veto a trustee's decision, replace the trustee, control the trustee's actions, or change the trust deed. Fill only if 'Is the trustee a corporate trustee?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if another person has the power to veto a trustee's decision, replace the trustee, control the trustee's actions, or change the trust deed. Fill only if 'Is the trustee a corporate trustee?' is 'No'. Depends on: No
DummyCalcQ30	Text	Depends on: Yes
Other Primary Production Assets Description
Other Primary Production Assets Details	Text	Provide details of your or your partner's other primary production assets. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Other Primary Production Assets Ownership Inquiry
No	Checkbox	The user should check this box if they (and/or their partner) do not own any other primary production assets that are separate from the trust. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	The user should check this box if they (and/or their partner) own other primary production assets that are not part of the trust and need to provide further details. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Other Security for Loan Details
No other assets used	Checkbox	Check this box if no other assets or properties were used to secure the loan to purchase this property. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Yes, other assets used	Checkbox	Check this box if other assets or properties were used to secure the loan to purchase this property. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Additional Security Reference	Text	Provide any relevant reference or brief detail concerning other assets or properties used to secure the loan, as prompted by the 'Give details below' option. Fill only if 'Yes, other assets used' is 'Yes'. Depends on: Yes, other assets used
Asset Description or Address	Text	Describe the additional asset or provide the full address of the property used to secure the loan. Fill only if 'Yes, other assets used' is 'Yes'. Depends on: Yes, other assets used
Estimated Market Value	Number	Enter the estimated market value of the asset or property used as additional security. Fill only if 'Yes, other assets used' is 'Yes'. Depends on: Yes, other assets used
Other Trust Changes Information
No	Checkbox	Check this box if there have been no other changes to the trust since 7:30 pm AEST on 9 May 2000. Fill only if 'Is the trust a fixed trust set up before 7:30 pm AEST on 9 May 2000?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if there have been other changes to the trust since 7:30 pm AEST on 9 May 2000 and provide details in the space provided below. Fill only if 'Is the trust a fixed trust set up before 7:30 pm AEST on 9 May 2000?' is 'Yes'. Depends on: Yes
Change Details Reference	Text	Please provide any relevant reference number or brief indicator related to the other trust changes. Fill only if 'Is the trust a fixed trust set up before 7:30 pm AEST on 9 May 2000?' is 'Yes'. Depends on: Yes
Other Trust Changes Details	Text	Please provide comprehensive details regarding any other changes to the trust since 7:30 pm AEST on 9 May 2000. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Page 30
Your Signature Date	Date	Please provide the date you signed this declaration.
Partner's Signature Date	Date	Please provide the date your partner signed this declaration. Fill only if 'Do you have a partner?' is 'Yes'. Depends on: Yes
Partner Inquiry
No	Checkbox	Check this box if you do not have a partner.
Partner status (Question 4)	Text	Enter whether you have a partner by typing 'No' or 'Yes' to indicate your partner status for question 4 (follow the form navigation instructions printed next to the answer).
Yes	Checkbox	Check this box if you have a partner.
Partnership Details
No	Checkbox	Check this box if your primary production enterprise does not include a partnership. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if your primary production enterprise includes a partnership. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Partnership Name	Text	Please enter the full legal name of the primary production enterprise's partnership. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Additional Partnership Name	Text	Please enter any additional partnership name or a second line of the primary partnership's name, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Pension Status
No	Checkbox	Check this box if the person living on the property (or their partner) is NOT currently over age pension age and receiving or claiming any of the listed pensions. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Veterans' Affairs Pension Details	Text	Please provide any relevant details regarding the Department of Veterans' Affairs Age Service Pension. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if the person living on the property (or their partner) IS currently over age pension age and receiving or claiming any of the listed pensions. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Personal Exertion Involvement
No	Checkbox	The user should check this box if their role (and/or their partner's) in the business does not involve personal exertion.
Trading Name	Text	Please provide the trading name under which the trust conducts its business.
Yes	Checkbox	The user should check this box if their role (and/or their partner's) in the business does involve personal exertion.
Plant and Equipment Asset
Plant and Equipment Market Value	Number	Please provide your estimated current market value for plant and equipment. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Plant and equipment	Checkbox	Tick this box if the 'Plant and equipment' asset is a primary production asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Potential Commercial Use
No	Checkbox	Check this box if there is no potential commercial use of the property. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if there is potential commercial use of the property. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Commercial Use Summary	Text	Please provide a brief summary of the potential commercial use of the property. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Commercial Use Description	Text	Please provide a detailed description of the potential commercial use of the property, including specific activities such as subdividing, agistment, or hobby farming. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Pre-defined Assets Market Value
Q97Details.0.ECMV	Text	Depends on: Yes
Machinery Market Value	Number	Enter your estimated current market value for machinery. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Vehicles Market Value	Number	Enter your estimated current market value for vehicles. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Livestock Market Value	Number	Enter your estimated current market value for livestock. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Stock Market Value	Number	Enter your estimated current market value for stock. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Licences Market Value	Number	Enter your estimated current market value for licences. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Bank Accounts Market Value	Number	Enter your estimated current market value for bank accounts. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Previous Trustees/Appointors Question
No	Checkbox	Check this box if there have been no previous trustees and/or appointors since 1 January 2002.
Yes	Checkbox	Check this box if there have been previous trustees and/or appointors since 1 January 2002.
Previous Trustee/Appointor Name	Text	Please provide the full name of the previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Primary Producer Concession Application Inquiry
No	Checkbox	Check this box if you are not a primary producer who wishes to apply for the special concession. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Concession Details	Text	Provide additional details or the specific name of the special concession you are applying for. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if you are a primary producer who wishes to apply for the special concession. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Private Company Involvement Inquiry
No involvement in other private companies	Checkbox	Check this box if the trust does not hold any shares or have any other involvement in private companies and you wish to skip to the next relevant question.
Yes, involvement in other private companies	Checkbox	Check this box if the trust holds shares or has other involvement in private companies and you need to provide details.
Private Company Details Indicator	Text	Indicate that details regarding the trust's involvement in other private companies are provided below. Fill only if 'Yes, involvement in other private companies' is 'Yes'. Depends on: Yes, involvement in other private companies
Private Trust Involvement Inquiry
No	Checkbox	Check this box if the trust is not a beneficiary of or otherwise involved in another private trust.
Yes	Checkbox	Check this box if the trust is a beneficiary of or otherwise involved in another private trust.
Private Trust Involvement Details	Text	Provide details about the trust's involvement with another private trust, as prompted by selecting 'Yes'. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Property Acquisition Date
Acquisition Date	Date	Enter the date the property became an asset of the trust. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Property Address
Property Address	Text	Enter the street address of the property. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Suburb/Town/City	Text	Enter the suburb, town, or city where the property is located. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Postcode	Text	Enter the postcode of the property. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Country	Text	Enter the country where the property is located, if not Australia. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Property Area or Dimensions
Q82Details.Ha	Text
Q82Details.Acres	Text
Q82Details.Metres	Text
Q82Details.Dimen1	Text
Q82Details.Dimen2	Text
Property Location Directions
Property Location Directions	Text	Provide full directions to the property or describe how to locate it, especially if it is hard to find. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Property Mortgage or Encumbrance Details
No	Checkbox	Check this box if the property is not mortgaged or encumbered. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if the property is mortgaged or encumbered, and provide the required details below. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Mortgage Details	Text	Provide specific details about the property's mortgage or encumbrance. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Loan Date	Date	Enter the date on which the loan was originated. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Interest Rate	Number	Enter the interest rate of the loan. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Loan Amount	Number	Enter the total original amount of the loan. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Loan Balance	Number	Enter the current outstanding balance of the loan. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Finance Provider Name	Text	Enter the name of the financial institution or provider that issued the loan. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Property Size
No, property is not larger than 2 hectares	Checkbox	Check this box if the property is not larger than 2 hectares (5 acres). Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
DummyCalcQ67	Text
Yes, property is larger than 2 hectares	Checkbox	Check this box if the property is larger than 2 hectares (5 acres). Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Property Type
Q62_Vacant	CheckBox
Q62_Bush	CheckBox
Q62_Bus	CheckBox
Q62_House	CheckBox
Q62_Flat	CheckBox
Q62_Units	CheckBox
Q62_Retail	CheckBox
Q62_Comm	CheckBox
Q62_Industrial	CheckBox
Q62_Farm	CheckBox
Q62_Market	CheckBox
Q62_2ha	CheckBox
Q62_Other	CheckBox
DummyCalcQ62	Text
Other Property Type Details	Text	Please provide specific details about the property type if it falls under the 'Other' category. Fill only if 'Q62_Other' is 'Yes'. Depends on: Q62_Other
Property Use for Self-Support
No	Checkbox	Check this box if the person (and/or their partner) or a family member does not use the property to support themselves. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if the person (and/or their partner) or a family member uses the property to support themselves. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
DummyCalcQ73	Text	Depends on: Yes
Property Self-Support Description	Text	Please describe how the person, their partner, or a family member uses the property to support themselves. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Public Company Shares Held Question
No	Checkbox	Check this box if the trust does not hold any shares in public companies. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if the trust holds any shares in public companies and you need to provide details. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Public Company Shares Details	Text	Provide specific details regarding the public company shares held by the trust, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Real Estate Ownership Inquiry
No	Checkbox	Check this box if the trust does not own any real estate. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Real Estate Details	Text	Provide additional details or specifications regarding the real estate held by the trust. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if the trust owns real estate. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Number of Properties Held	Number	Enter the total number of properties the trust currently holds. Fill only if 'Yes' is 'Yes'. Max length: 6 characters Depends on: Yes
Reason for Not Producing Income
Rural residential block	Checkbox	Check this box if the property is a rural residential block and this is the reason it is not being used to produce income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Land not viable for commercial or agricultural use	Checkbox	Check this box if the land is not viable for commercial or agricultural use, which is why it is not being used to produce income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Caring responsibilities	Checkbox	Check this box if caring responsibilities prevent the property from being used to produce income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Health reasons	Checkbox	Check this box if health reasons prevent the property from being used to produce income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Zoning restrictions	Checkbox	Check this box if zoning restrictions prevent the property from being used to produce income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Environmental restrictions	Checkbox	Check this box if environmental restrictions prevent the property from being used to produce income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Other reason	Checkbox	Check this box if there is another reason not listed that prevents the property from being used to produce income, and provide details in the 'Give details below' section. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Other Reason Indicator	Text	Please indicate if there is an 'Other' reason why the property is not being used to produce income. Fill only if 'Other reason' is 'Yes'. Depends on: Other reason
Detailed Other Reason	Text	Please provide a detailed explanation for the 'Other' reason why the property is not being used to produce income. Fill only if 'Other reason' is 'Yes'. Depends on: Other reason
Reason for Trust Ceasing Trading
Reason for Ceasing Trading	Text	Please provide a detailed explanation of why the trust ceased trading. Fill only if 'No' is 'Yes'. Depends on: No
Reason Preventing Income Production
No	Checkbox	Check this box if there is no reason that prevents the trust from using the property to produce an income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
DummyCalcQ76	Text
Yes	Checkbox	Check this box if there is a reason that prevents the trust from using the property to produce an income. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Rental Income Details
No	Checkbox	Check this box if the trust does not receive any rental income from the lease of the property. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if the trust receives rental income from the lease of the property. Fill only if 'Does the trust hold any real estate?' is 'Yes'. Depends on: Yes
Rental Income Details	Text	Provide details regarding the rental income received by the trust from the lease of the property. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Gross Amount of Rent Received	Number	Enter the gross amount of rent received by the trust from the lease of the property, before tax and other deductions. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Required Documents Checklist
Personal Income Tax Return for you	Checkbox	Check this box if you are providing your Personal Income Tax Return.
Personal Income Tax Return for your partner if they are involved with the trust	Checkbox	Check this box if you are providing your partner's Personal Income Tax Return and they are involved with the trust.
Latest Income Tax Return for the trust	Checkbox	Check this box if you are providing the Latest Income Tax Return for the trust.
Profit and Loss Statement for the trust	Checkbox	Check this box if you are providing the Profit and Loss Statement for the trust.
Depreciation Schedule for the trust	Checkbox	Check this box if you are providing the Depreciation Schedule for the trust.
Balance sheet for the trust	Checkbox	Check this box if you are providing the Balance sheet for the trust.
Notes to and forming part of the accounts (If applicable)	Checkbox	Check this box if you are providing the Notes to and forming part of the accounts, and they are applicable.
Trading account details for the trust (If applicable)	Checkbox	Check this box if you are providing the Trading account details for the trust, and they are applicable.
A Profit and Loss Statements for all income sources and/or balance sheet for the trust for the current financial year if the most recent completed year is not an accurate reflection of the current circumstances of the trust (if applicable)	Checkbox	Check this box if you are providing a Profit and Loss Statement for all income sources and/or a balance sheet for the trust for the current financial year, especially if the most recent completed year is not an accurate reflection of the trust's current circumstances, and it is applicable.
Residence and Title Details
Q70.Value	Text
Q70.LegalDescription	Text
Second Appointor Details
Second Appointor Name	Text	Provide the full name of the second appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Appointor Date of Birth	Date	Provide the date of birth for the second appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Beneficiary Details
Second Beneficiary Name	Text	Provide the full name of the second beneficiary. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Second Beneficiary Date of Birth	Date	Enter the date of birth for the second beneficiary. Fill only if 'Second Beneficiary Name' is not empty. Depends on: Second Beneficiary Name
Second Beneficiary Relationship to Appointor	Text	State the relationship of the second beneficiary to the appointor, if known. Fill only if 'Second Beneficiary Name' is not empty. Depends on: Second Beneficiary Name
Second Beneficiary Role	Text	Specify the role of the second beneficiary within the trust, such as trustee if a person or director if a corporate trustee. Fill only if 'Second Beneficiary Name' is not empty. Depends on: Second Beneficiary Name
Second Beneficiary Name	Text	Enter the full name of the second beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Beneficiary Date of Birth	Date	Provide the date of birth for the second beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Beneficiary Type of Benefit	Text	Describe the type of benefit received by the second beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Beneficiary Benefit Value	Number	Enter the monetary value of the benefit received by the second beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Beneficiary Financial Year of Payment	Text	Provide the financial year in which the benefit was paid to the second beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Building Details
Floor Area	Number	Provide the approximate floor area of the second building in square metres. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Building Age	Text	Enter the approximate age of the second building. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Exterior Construction	Text	Specify the type of exterior construction material used for the second building. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Interior Construction	Text	Specify the type of interior construction material used for the second building. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Roof Construction	Text	Specify the type of roof construction material used for the second building. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
General Condition	Text	Describe the general condition of the second building. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Total Flats/Units	Text	Enter the total number of flats or units in the complex of the second building, if applicable. Fill only if 'Does the trust own any real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Number of Bedrooms	Text	Enter the number of bedrooms in the second residential building. Fill only if 'Does the trust own any real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Number of Other Rooms	Text	Enter the number of other rooms in the second building, excluding laundry, bathroom, and toilet. Fill only if 'Does the trust own any real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Second Business Trading Name and Type
Trading Name	Text	Please provide the trading name for the second business conducted by the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Type of Business	Text	Please specify the type of business (e.g., primary production, retail, commercial, investment) for the second business conducted by the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Contribution Details
Contributor Name	Text	Enter the name of the person or organisation that made the contribution. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Contributor Birth Day	Text	Enter the day of the contributor's birth, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Contribution Amount	Number	Enter the monetary amount of the contribution. Fill only if 'Yes' is 'Yes'. Depends on: Yes
What Was Contributed	Text	Describe what was contributed, such as cash, investments, services, or real estate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Contributor Details
Contributor Name	Text	Enter the full name of the contributor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Contributor Date of Birth	Date	Provide the date of birth for the contributor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Still living	Checkbox	Check this box if the contributor is still living. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Deceased	Checkbox	Check this box if the contributor is deceased. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Gifted	Checkbox	Check this box if the nature of the contribution was gifted. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Transferred	Checkbox	Check this box if the nature of the contribution was transferred. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Sold for less than market value	Checkbox	Check this box if the nature of the contribution was sold for less than market value. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Description of Contribution	Text	Describe the item, service, or asset that was contributed. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Contribution	Date	Enter the date when the contribution was made. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Value of Contribution	Number	Enter the current market value of the contribution. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Original Amount Paid for Contribution	Number	Enter the original amount paid for the contribution, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Entitlement Change Details
Second Owner of Entitlement	Text	Please enter the full name of the owner for the second entitlement change. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Entitlement Change Description	Text	Please describe the specific alterations or changes made to the second entitlement. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Entitlement Change Date	Date	Please provide the date when the second entitlement change occurred. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Income Percentage from Personal Exertion
Second Business Trading Name	Text	Please provide the trading name of the second business. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Your Percentage from Second Business	Number	Please enter your percentage of income from personal exertion for the second business. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Partner's Percentage from Second Business	Number	Please enter your partner's percentage of income from personal exertion for the second business. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Instructing Person Details
Second Instructing Person Name	Text	Please provide the full name of the second instructing person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Instructing Person Date of Birth	Date	Please provide the date of birth for the second instructing person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Managed Investment Details
Fund Manager Name	Text	Enter the name of the fund manager for the second managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Product Name and Option	Text	Enter the name of the product and any associated product options for the second managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Number of Units Held	Number	Enter the number of units held for this managed investment, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
APIR Code	Text	Enter the APIR code for the second managed investment, if known. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Investment Value	Number	Enter the total value of the second managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Money Owed Record
Person or Associate Name	Text	Please provide the full name of the person or associate to whom the trust owes money. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Birth	Date	Please provide the date of birth of the person or associate to whom the trust owes money. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Amount Owed	Number	Please enter the total amount of money owed to this person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Interest Rate	Number	Please enter the annual interest rate paid on the loan to this person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Written Loan Agreement	Checkbox	Check this box if the money owed (Second Money Owed Record) has a written loan agreement that was witnessed by a third party. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Other Asset
Second Other Asset Type	Text	Please enter a description for the second other asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Second Other Asset Market Value	Number	Please provide your estimate of the current market value for the second other asset. Fill only if 'Second Other Asset Type' has a value. Depends on: Second Other Asset Type
Primary Production Asset	Checkbox	Check this box if the second asset described under 'Other' is a primary production asset. Fill only if 'Second Other Asset Type' has a value. Depends on: Second Other Asset Type
Second Other Asset Description	Text	Please provide a description of the second other primary production asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Other Asset Current Market Value	Number	Please enter your estimate of the current market value for the second other primary production asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Other Liability Record
Type of Liability	Text	Provide the specific type of liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Amount of Liability	Number	Enter the total amount of the liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Asset Secured Against	Text	Describe the asset that is secured against this liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Current Market Value of Asset	Number	Enter the current market value of the secured asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Collateral security	Checkbox	Check this box if this liability is considered collateral security for the second record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Primary production asset	Checkbox	Check this box if this liability is a primary production asset for the second record. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Owner Details
Second Owner Name	Text	Please provide the name of the second person or entity that owns the property. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Second Owner Percentage Owned	Number	Please provide the percentage of the property owned by the second owner or entity. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Second Person Details
Second Person Name	Text	Please provide the full name of the second person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Date of Birth	Date	Please provide the date of birth for the second person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Name	Text	Please provide the full name of the second person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Date of Birth	Date	Please provide the date of birth for the second person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Total Wages Entitled	Number	Please enter the total amount of wages the second person was entitled to. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Total Wages Paid	Number	Please enter the total amount of wages paid to the second person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Total Superannuation Entitled	Number	Please enter the total superannuation amount the second person was entitled to. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Total Superannuation Paid	Number	Please enter the total superannuation amount paid to the second person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Other Income Type	Text	Please describe the type of other income received by the second person, for example, director's fees or bonus shares. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Total Other Income Paid	Number	Please enter the total amount of other income paid to the second person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person Other Income Financial Year of Payment	Text	Please enter the financial year in which the other income was paid to the second person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
No	Checkbox	Check this box if the second person will NOT receive this income in the current financial year. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if the second person WILL receive this income in the current financial year. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person with Informal Control Details
Second Person's Name	Text	Please enter the full name of the second person who has informal control of the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person's Date of Birth	Date	Please enter the date of birth of the second person who has informal control of the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person with Power Details
Second Person's Name	Text	Please provide the full name of the second person who has the power to veto a trustee's decision, replace the trustee, control the trustee's actions, or change the trust deed. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Person's Date of Birth	Date	Please provide the date of birth for the second person with power. Fill only if 'Yes' is 'Yes'. Depends on: Yes
This person can exercise control independently	Checkbox	Check this box if the second person listed with power can exercise control without the need for agreement or collaboration from others. Fill only if 'Yes' is 'Yes'. Depends on: Yes
This person can exercise control jointly	Checkbox	Check this box if the second person listed with power can only exercise control in conjunction with other individuals. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Previous Trustee/Appointor Details
Second Previous Trustee/Appointor Name	Text	Please enter the full name of the second previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Previous Trustee/Appointor Date of Birth	Date	Please provide the date of birth of the second previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Previous Trustee/Appointor Date of Change	Date	Please provide the date when the change involving the second previous trustee or appointor occurred. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Previous Trustee/Appointor Reason for Change	Text	Please explain the reason for the change involving the second previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Trustee	Checkbox	Check this box if the individual listed in the second 'Name' section was a previous trustee. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Appointor	Checkbox	Check this box if the individual listed in the second 'Name' section was a previous appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Prior Financial Year Income
Financial Year Start	Text	Enter the starting year of the second prior financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Max length: 4 characters Depends on: No
Financial Year End	Text	Enter the ending year of the second prior financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Max length: 4 characters Depends on: No
Your Primary Production Income	Number	Enter your primary production income for the second prior financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Partner's Primary Production Income	Number	Enter your partner's primary production income for the second prior financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Second Private Company Details
Second Company Name	Text	Please enter the full legal name of the second private company. Fill only if 'Yes, involvement in other private companies' is 'Yes'. Depends on: Yes, involvement in other private companies
Second Company ABN or ACN	Text	Please provide the Australian Business Number (ABN) or Australian Company Number (ACN) for the second private company. Fill only if 'Yes, involvement in other private companies' is 'Yes'. Depends on: Yes, involvement in other private companies
Second Private Trust Details
Q51Details.1.Name	Text	Depends on: Yes
Trust TFN Part 1	Text	Please enter the first three digits of the second private trust's Tax File Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust TFN Part 2	Text	Please enter the middle three digits of the second private trust's Tax File Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust TFN Part 3	Text	Please enter the last three digits of the second private trust's Tax File Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust ABN Part 1	Text	Please enter the first two digits of the second private trust's Australian Business Number. Fill only if 'Yes' is 'Yes'. Max length: 2 characters Depends on: Yes
Trust ABN Part 2	Text	Please enter the next three digits of the second private trust's Australian Business Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust ABN Part 3	Text	Please enter the next three digits of the second private trust's Australian Business Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust ABN Part 4	Text	Please enter the last three digits of the second private trust's Australian Business Number. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Second Public Company Details
Second Public Company Name or ASX Code	Text	Provide the name of the second public company or its ASX code. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Public Company Shares Held	Number	Enter the number of shares held in the second public company. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Trustee Details
Second Trustee Name	Text	Provide the full name of the second trustee or the organization's name.
Second Trustee Date of Birth	Date	Enter the date of birth for the second trustee, if they are a person.
Second Trustee Centrelink Reference Number Segment 1	Text	Enter the first segment of the second trustee's Centrelink Reference Number. Max length: 3 characters
Second Trustee Centrelink Reference Number Segment 2	Text	Enter the second segment of the second trustee's Centrelink Reference Number. Max length: 3 characters
Second Trustee Centrelink Reference Number Segment 3	Text	Enter the third segment of the second trustee's Centrelink Reference Number. Max length: 3 characters
Second Trustee Centrelink Reference Number Segment 4	Text	Enter the fourth segment of the second trustee's Centrelink Reference Number. Max length: 1 characters
Second Unit Holder Details
Second Unit Holder Name	Text	Please enter the full name of the second unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Unit Holder Date of Birth	Date	Please enter the date of birth for the second unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Unit Holder Number of Units	Number	Please provide the total number of units held by the second unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Unitholder Details
Q35Details.Name.1	Text	Depends on: Q35
Enter the date in DD/MM/YYYY format	Text	Depends on: Q35
Q35Details.CRN.1	Text	Depends on: Q35
Q35Details.Class.1	Text	Depends on: Q35
Q35Details.Number.1	Text	Depends on: Q35
Q35Details.Price.1	Text	Depends on: Q35
Seventh Beneficiary Details
Seventh Beneficiary Name	Text	Please enter the full name of the seventh beneficiary of the trust. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Seventh Beneficiary Date of Birth	Date	Please enter the date of birth for the seventh beneficiary. Fill only if 'Seventh Beneficiary Name' is not empty. Depends on: Seventh Beneficiary Name
Seventh Beneficiary Relationship to Appointor	Text	Please enter the relationship of the seventh beneficiary to the appointor(s), if known. Fill only if 'Seventh Beneficiary Name' is not empty. Depends on: Seventh Beneficiary Name
Seventh Beneficiary Relationship to Trustee/Director	Text	Please specify the relationship of the seventh beneficiary to the trustee (if a person) or director (if a corporate trustee). Fill only if 'Seventh Beneficiary Name' is not empty. Depends on: Seventh Beneficiary Name
Seventh Other Asset
Seventh Other Asset Description	Text	Please provide a description of the seventh other asset not listed above. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Seventh Other Asset Market Value	Number	Enter your estimate of the current market value for the seventh other asset. Fill only if 'Seventh Other Asset Description' has a value. Depends on: Seventh Other Asset Description
Seventh Other Asset - Primary Production Asset	Checkbox	Check this box if the seventh described 'Other' asset is a primary production asset. Fill only if 'Seventh Other Asset Description' has a value. Depends on: Seventh Other Asset Description
Seventh Unitholder Details
Seventh Unitholder Name	Text	Enter the full name of the seventh unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Seventh Unitholder Date of Birth	Date	Enter the date of birth of the seventh unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Seventh Unitholder CRN	Text	Enter the Client Reference Number (CRN) for the seventh unitholder, if known. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Seventh Unitholder Class of Unit	Text	Enter the class of unit held by the seventh unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Seventh Unitholder Number of Units	Number	Enter the total number of units held by the seventh unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Seventh Unitholder Purchase Price	Number	Enter the purchase price of the units held by the seventh unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Sixth Beneficiary Details
Sixth Beneficiary Name	Text	Please enter the full name of the sixth beneficiary. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Sixth Beneficiary Date of Birth	Date	Please provide the date of birth for the sixth beneficiary. Fill only if 'Sixth Beneficiary Name' is not empty. Depends on: Sixth Beneficiary Name
Sixth Beneficiary Relationship to Appointor	Text	Please describe the relationship of the sixth beneficiary to the appointor(s), if known. Fill only if 'Sixth Beneficiary Name' is not empty. Depends on: Sixth Beneficiary Name
Sixth Beneficiary Role	Text	Please specify the role of the sixth beneficiary, either as a trustee (if a person) or a director (if a corporate trustee). Fill only if 'Sixth Beneficiary Name' is not empty. Depends on: Sixth Beneficiary Name
Sixth Other Asset
Sixth Other Asset Description	Text	Provide a description for the sixth other asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Sixth Other Asset Market Value	Number	Provide your estimate of the current market value for the sixth other asset. Fill only if 'Sixth Other Asset Description' has a value. Depends on: Sixth Other Asset Description
Sixth Other Asset - Primary Production	Checkbox	Check this box if the sixth described other asset is a primary production asset. Fill only if 'Sixth Other Asset Description' has a value. Depends on: Sixth Other Asset Description
Sixth Public Company Details
Sixth Company Name or ASX Code	Text	Please provide the name of the sixth public company or its ASX code. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Sixth Company Number of Shares Held	Number	Please provide the total number of shares held in the sixth public company. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Sixth Unitholder Details
Sixth Unitholder Name	Text	Please provide the full name of the sixth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Sixth Unitholder Date of Birth	Date	Please enter the date of birth for the sixth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Sixth Unitholder CRN	Text	Please provide the CRN (Client Reference Number) for the sixth unitholder, if known. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Sixth Unitholder Class of Unit	Text	Please specify the class of unit held by the sixth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Sixth Unitholder Number of Units	Number	Please enter the total number of units held by the sixth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Sixth Unitholder Purchase Price	Number	Please enter the purchase price of the units held by the sixth unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Source of Funds
Source of Funds	Text	Provide a detailed description of the source of funds for the trust, which may include an insurance payment, a transport accident compensation payment, or an inheritance. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Stock Asset
Stock Market Value	Number	Provide your estimated current market value for the stock asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Stock	Checkbox	Tick this box if Stock is a primary production asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Surviving Partner Control Of Trust
No	Checkbox	Check this box if the surviving partner does not have personal control of the trust.
Yes	Checkbox	Check this box if the surviving partner does have personal control of the trust.
Next Question Number if No Control	Number	Please enter the number of the next question to proceed to if the surviving partner does not have personal control of the trust.
Surviving Partner Details
Surviving Partner Name	Text	Please provide the full name of the surviving partner. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Surviving Partner Date of Birth	Date	Please provide the date of birth of the surviving partner. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Surviving Partner Address Line 1	Text	Please provide the first line of the surviving partner's permanent address. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Surviving Partner Address Line 2	Text	Please provide the second line of the surviving partner's permanent address. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Surviving Partner Address Line 3	Text	Please provide the third line of the surviving partner's permanent address. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Surviving Partner Postcode	Text	Please provide the postcode for the surviving partner's permanent address. Fill only if 'Yes' is 'Yes'. Max length: 4 characters Depends on: Yes
Surviving Partner Interest and Control Through Associate
No	Checkbox	Check this box if the surviving partner does not have an interest and control through an associate.
Q16 Surviving partner associate details	Text	Enter the details of the associate through whom the surviving partner has an interest or control (for example the associate's name or relationship to the surviving partner).
Yes	Checkbox	Check this box if the surviving partner does have an interest and control through an associate.
Surviving Partner Status
No	Checkbox	Check this box if there is no surviving partner of the testator.
DummyCalcQ14	Text
Yes	Checkbox	Check this box if there is a surviving partner of the testator.
Taxation Return and Financial Statement Completion Month
Completion Month	Text	Provide the numerical value representing the month when the trust's taxation returns and financial statements are typically completed (e.g., 1 for January, 12 for December).
Tenth Beneficiary Details
Tenth Beneficiary Name	Text	Enter the full name of the tenth beneficiary. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Tenth Beneficiary Date of Birth	Date	Provide the date of birth for the tenth beneficiary. Fill only if 'Tenth Beneficiary Name' is not empty. Depends on: Tenth Beneficiary Name
Tenth Beneficiary Relationship Type	Text	Specify the nature of the tenth beneficiary's relationship to the appointor(s), such as trustee or director. Fill only if 'Tenth Beneficiary Name' is not empty. Depends on: Tenth Beneficiary Name
Tenth Beneficiary Relationship Details	Text	Provide any further details regarding the tenth beneficiary's relationship to the appointor(s). Fill only if 'Tenth Beneficiary Name' is not empty. Depends on: Tenth Beneficiary Name
Testamentary Trust Status
No	Checkbox	Check this box if the trust is NOT a testamentary trust and you should go to item 17.
Trust Reference Number	Text	Please provide any applicable reference number associated with the testamentary trust definition or status.
Yes	Checkbox	Check this box if the trust IS a testamentary trust and you should provide details below.
Testator Details
Name of Testator	Text	Provide the full name of the testator. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Death of Testator	Date	Provide the date the testator passed away. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Relationship to Beneficiaries	Text	Describe the testator's relationship to the beneficiaries of the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Beneficiary Details
Third Beneficiary Name	Text	Provide the full name of the third beneficiary. Fill only if 'Is this trust a unit trust?' is 'No'. Depends on: Q35_No
Third Beneficiary Date of Birth	Date	Provide the date of birth for the third beneficiary. Fill only if 'Third Beneficiary Name' is not empty. Depends on: Third Beneficiary Name
Third Beneficiary Relationship to Appointor(s)	Text	Provide the relationship of the third beneficiary to the appointor(s), if known. Fill only if 'Third Beneficiary Name' is not empty. Depends on: Third Beneficiary Name
Third Beneficiary Relationship to Trustee/Director	Text	Provide the relationship of the third beneficiary to the trustee (if a person) or director (if a corporate trustee). Fill only if 'Third Beneficiary Name' is not empty. Depends on: Third Beneficiary Name
Name	Text	Enter the full name of the third beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Birth Day	Text	Enter the day of the third beneficiary's date of birth. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Type of Benefit	Text	Enter the type of benefit received by the third beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Benefit Value	Number	Enter the monetary value of the benefit received by the third beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Financial Year of Payment	Text	Enter the financial year in which the benefit was paid to the third beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Business Trading Name and Type
Third Business Trading Name	Text	Enter the trading name of the third business. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Business Type	Text	Provide the type of business for the third trading name, such as primary production, retail, commercial, or investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Contribution Details
Third Contributor Name	Text	Enter the name of the person or organization who made the third contribution. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Contributor Date of Birth	Date	Enter the date of birth for the third contributor, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Contribution Amount	Number	Enter the monetary amount of the third contribution. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Contribution Details	Text	Provide a description of what was contributed for the third contribution. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Entitlement Change Details
Third Entitlement Owner	Text	Please enter the name of the owner for the third entitlement change. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Entitlement Change Details	Text	Please describe what specifically changed for the third entitlement. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Entitlement Change Date	Date	Please enter the date when the third entitlement change occurred. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Income Percentage from Personal Exertion
Third Business Name	Text	Enter the trading name of the third business from which income is derived from personal exertion. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Your Percentage of Third Business Income	Number	Enter your percentage of income from this third business that is from personal exertion. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Partner's Percentage of Third Business Income	Number	Enter your partner's percentage of income from this third business that is from personal exertion. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Managed Investment Details
Third Managed Investment Fund Manager Name	Text	Please provide the name of the fund manager for the third managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Managed Investment Product Name	Text	Please provide the name of the product and product option for the third managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Managed Investment Units Held	Number	Please provide the number of units held for the third managed investment, if applicable. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Managed Investment APIR Code	Text	Please provide the APIR code for the third managed investment, if known. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Managed Investment Value	Number	Please provide the total value of the third managed investment. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Money Owed Record
Third Person or Associate Name	Text	Enter the full name of the third person or associate to whom the trust owes money. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Person or Associate Date of Birth	Date	Provide the date of birth for the third person or associate to whom the trust owes money. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Amount Owed	Number	Enter the total amount of money the trust owes to the third person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Interest Rate Paid	Number	State the interest rate paid on the loan owed to the third person or associate. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Record: Written Loan Agreement	Checkbox	Check this box if there is a written loan agreement for this third record of money owed to the trust, and it was witnessed by a third party. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Other Asset
Third Other Asset Type	Text	Enter the type or description of the third other asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Third Other Asset Current Market Value	Number	Provide your estimate of the current market value for the third other asset. Fill only if 'Third Other Asset Type' has a value. Depends on: Third Other Asset Type
Third Other Asset - Primary Production Asset	Checkbox	Tick this box if the third 'Other' asset described is a primary production asset. Fill only if 'Third Other Asset Type' has a value. Depends on: Third Other Asset Type
Third Other Asset Type	Text	Provide a description for the third other primary production asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Other Asset Market Value	Number	Enter the estimated current market value for the third other primary production asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Other Liability Record
Type of Liability	Text	Please enter the type of this liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Amount of Liability	Number	Please enter the total amount of this liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Asset Secured Against	Text	Please enter a description of the asset secured against this liability. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Current Market Value of Asset	Number	Please enter the current market value of the secured asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Collateral Security	Checkbox	Check this box if the listed liability is considered collateral security, which provides fallback security if the primary security is insufficient. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Primary Production Asset	Checkbox	Check this box if the asset secured against this liability is a primary production asset. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Owner Details
Third Owner Name	Text	Please provide the name of the third person or entity who owns the property. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Third Owner Percentage Owned	Number	Please provide the percentage of the property owned by the third owner or entity. Fill only if 'Does the trust own any real estate?' is 'Yes'. Depends on: Yes
Third Person Details
Third Person Name	Text	Please provide the full name of the third person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Person Date of Birth	Date	Please provide the date of birth for the third person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Name	Text	Enter the full name of the person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Date of Birth	Date	Provide the person's date of birth. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Wages Entitled	Number	Enter the total amount of wages the person was entitled to receive. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Wages Paid	Number	Enter the total amount of wages actually paid to the person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Superannuation Entitled	Number	Enter the total amount of superannuation the person was entitled to receive. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Superannuation Paid	Number	Enter the total amount of superannuation actually paid to the person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Other Income Type	Text	Specify the type of other income received, such as director's fees or bonus shares. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Total Other Income Paid	Number	Enter the total amount of other income paid to the person. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Financial Year of Payment	Text	Provide the financial year in which the other income was paid. Fill only if 'Yes' is 'Yes'. Depends on: Yes
No	Checkbox	Check this box if the third person will not receive this income in the current financial year. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if the third person will receive this income in the current financial year. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Previous Trustee/Appointor Details
Third Previous Trustee/Appointor Name	Text	Enter the full name of the third previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Previous Trustee/Appointor Date of Birth	Date	Enter the date of birth of the third previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Previous Trustee/Appointor Date of Change	Date	Enter the date when the third previous trustee or appointor's status changed. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Previous Trustee/Appointor Reason for Change	Text	Provide a detailed explanation for the change in status of the third previous trustee or appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Trustee	Checkbox	Check this box if the third previous person listed was a trustee. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Appointor	Checkbox	Check this box if the third previous person listed was an appointor. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Prior Financial Year Income
Third Prior Financial Year Start	Text	Enter the starting year of the third prior financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Max length: 4 characters Depends on: No
Third Prior Financial Year End	Text	Enter the ending year of the third prior financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Max length: 4 characters Depends on: No
Your Third Prior Primary Production Income	Number	Provide your primary production income for the third prior financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Partner's Third Prior Primary Production Income	Number	Provide your partner's primary production income for the third prior financial year. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Third Private Company Details
Third Company Name	Text	Enter the full name of the third private company. Fill only if 'Yes, involvement in other private companies' is 'Yes'. Depends on: Yes, involvement in other private companies
Third Company ABN or ACN	Text	Enter the Australian Business Number (ABN) or Australian Company Number (ACN) for the third private company. Fill only if 'Yes, involvement in other private companies' is 'Yes'. Depends on: Yes, involvement in other private companies
Third Private Trust Details
Third Private Trust Name	Text	Please provide the full name of the third private trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Private Trust TFN Part 1	Text	Please provide the first three digits of the Tax File Number (TFN) for the third private trust. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Third Private Trust TFN Part 2	Text	Please provide the middle three digits of the Tax File Number (TFN) for the third private trust. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Third Private Trust TFN Part 3	Text	Please provide the last three digits of the Tax File Number (TFN) for the third private trust. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Third Private Trust ABN Part 1	Text	Please provide the first two digits of the Australian Business Number (ABN) for the third private trust. Fill only if 'Yes' is 'Yes'. Max length: 2 characters Depends on: Yes
Third Private Trust ABN Part 2	Text	Please provide the next three digits of the Australian Business Number (ABN) for the third private trust. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Third Private Trust ABN Part 3	Text	Please provide the next three digits of the Australian Business Number (ABN) for the third private trust. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Third Private Trust ABN Part 4	Text	Please provide the last three digits of the Australian Business Number (ABN) for the third private trust. Fill only if 'Yes' is 'Yes'. Max length: 3 characters Depends on: Yes
Third Public Company Details
Third Public Company Name or ASX Code	Text	Please enter the name of the third public company or its ASX code. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Number of Shares Held for Third Company	Number	Please enter the number of shares held for the third public company. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Trustee Details
Third Trustee Name	Text	Please enter the full name of the third trustee.
Third Trustee Date of Birth	Date	Please provide the date of birth for the third trustee if the trustee is a person.
Third Trustee Centrelink Reference Number Part 1	Text	Please enter the first part of the third trustee's Centrelink Reference Number, if known. Max length: 3 characters
Third Trustee Centrelink Reference Number Part 2	Text	Please enter the second part of the third trustee's Centrelink Reference Number, if known. Max length: 3 characters
Third Trustee Centrelink Reference Number Part 3	Text	Please enter the third part of the third trustee's Centrelink Reference Number, if known. Max length: 3 characters
Third Trustee Centrelink Reference Number Part 4	Text	Please enter the fourth part of the third trustee's Centrelink Reference Number, if known. Max length: 1 characters
Third Unit Holder Details
Third Unit Holder Name	Text	Please enter the full name of the third unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Unit Holder Date of Birth	Date	Please enter the date of birth of the third unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Unit Holder Number of Units	Number	Please enter the total number of units held by the third unit holder. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Third Unitholder Details
Third Unitholder Name	Text	Provide the full name of the third unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Third Unitholder Date of Birth	Date	Enter the date of birth of the third unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Third Unitholder CRN	Text	Provide the Client Reference Number (CRN) for the third unitholder, if known. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Third Unitholder Class of Unit	Text	Specify the class of unit held by the third unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Third Unitholder Number of Units	Number	Enter the total number of units held by the third unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Third Unitholder Purchase Price	Number	Provide the purchase price of the units held by the third unitholder. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Title Amalgamation Status
No	Checkbox	Check this box if two or more titles have NOT been amalgamated after 9 May 2006. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Yes	Checkbox	Check this box if two or more titles HAVE been amalgamated after 9 May 2006. Fill only if 'Is there a residence on the property?' is 'Yes'. Depends on: Yes
Trust Administration Details
No	Checkbox	Check this box if the trust is not administered for the exclusive benefit of a person under 18 years of age, or an adult unable to manage their own affairs.
Owner of Entitlement(s)	Text	Please provide the name of the owner of the entitlement(s).
Yes	Checkbox	Check this box if the trust is administered for the exclusive benefit of a person under 18 years of age, or an adult unable to manage their own affairs.
Beneficiary Name	Text	Please enter the full name of the beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Beneficiary Date of Birth	Date	Please enter the date of birth of the beneficiary. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Trust Appointor Question
No	Checkbox	Check this box if the trust does not have an appointor. Fill only if 'Is the trustee a corporate trustee?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if the trust has one or more appointors and you need to provide their details. Fill only if 'Is the trustee a corporate trustee?' is 'No'. Depends on: No
Number of Appointors	Number	Provide the total number of appointors for whom details are being provided. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Trust Australian Business Number (Trust ABN)
ABN First 2 digits	Text	Enter the first two digits of the Trust's Australian Business Number. Max length: 2 characters
ABN Next 3 digits	Text	Enter the next three digits of the Trust's Australian Business Number. Max length: 3 characters
ABN Next 3 digits	Text	Enter the next three digits of the Trust's Australian Business Number. Max length: 3 characters
ABN Final 3 digits	Text	Enter the final three digits of the Trust's Australian Business Number. Max length: 3 characters
Trust Beneficiary Details
No	Checkbox	Check this box if you and/or your partner are not beneficiaries of the trust. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Yes	Checkbox	Check this box if you and/or your partner are beneficiaries of the trust. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Beneficiary Type	Text	Enter the type of beneficiary for the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Income beneficiaries	Checkbox	Check this box if you and/or your partner are income beneficiaries of the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Capital beneficiaries	Checkbox	Check this box if you and/or your partner are capital beneficiaries of the trust. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Trust Ceased Trading Date
Trust Ceased Trading Date	Date	Please provide the date when the trust ceased trading. Fill only if 'No' is 'Yes'. Depends on: No
Trust Financials Question 41
No	Checkbox	Check this box if the trust is not a fixed trust set up before 7:30 pm AEST on 9 May 2000.
Fixed Trust Income/Assets Details	Text	Please provide details regarding the income and/or assets specified by the trust deed that the beneficiary will receive.
Yes	Checkbox	Check this box if the trust is a fixed trust set up before 7:30 pm AEST on 9 May 2000.
Trust Financials Question 42
No	Checkbox	Check this box if the fixed trust entitlements did not exist before 7:30 pm AEST on 9 May 2000.
Fixed Trust Entitlement Year	Number	Please provide the year when the fixed trust entitlements existed.
Yes	Checkbox	Check this box if the fixed trust entitlements did exist before 7:30 pm AEST on 9 May 2000.
Trust Identification
Trust Name	Text	Enter the full legal name of the trust which holds the real estate. Fill only if 'Does the trust hold real estate?' is 'Yes'. Depends on: Yes
Trust CRN Segment 1	Text	Enter the first segment of the Trust's Customer Reference Number (CRN), if applicable. Fill only if 'Does the trust hold real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust CRN Segment 2	Text	Enter the second segment of the Trust's Customer Reference Number (CRN), if applicable. Fill only if 'Does the trust hold real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust CRN Segment 3	Text	Enter the third segment of the Trust's Customer Reference Number (CRN), if applicable. Fill only if 'Does the trust hold real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust CRN Segment 4	Text	Enter the fourth segment of the Trust's Customer Reference Number (CRN), if applicable. Fill only if 'Does the trust hold real estate?' is 'Yes'. Max length: 1 characters Depends on: Yes
Trust ABN Segment 1	Text	Enter the first segment of the Trust's Australian Business Number (ABN). Fill only if 'Does the trust hold real estate?' is 'Yes'. Max length: 2 characters Depends on: Yes
Trust ABN Segment 2	Text	Enter the second segment of the Trust's Australian Business Number (ABN). Fill only if 'Does the trust hold real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust ABN Segment 3	Text	Enter the third segment of the Trust's Australian Business Number (ABN). Fill only if 'Does the trust hold real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust ABN Segment 4	Text	Enter the fourth segment of the Trust's Australian Business Number (ABN). Fill only if 'Does the trust hold real estate?' is 'Yes'. Max length: 3 characters Depends on: Yes
Trust Ownership Status
No	Checkbox	Check this box if the trust does not have 100% ownership of the property.
Yes	Checkbox	Check this box if the trust has 100% ownership of the property.
DummyCalcQ80	Text	Depends on: No
Trust Setup Date
Trust Setup Date	Date	Enter the date the trust was set up, as indicated on the trust deed. Fill only if 'Is this a testamentary trust?' is 'No'. Depends on: No
Trust Tax File Number (Trust TFN)
Trust TFN First Part	Text	Please provide the first section of the Trust Tax File Number. Max length: 3 characters
Trust TFN Second Part	Text	Please provide the second section of the Trust Tax File Number. Max length: 3 characters
Trust TFN Third Part	Text	Please provide the third section of the Trust Tax File Number. Max length: 3 characters
Trust Trading Commencement Date
Trust Trading Commencement Date	Date	Please provide the date when the trust commenced trading.
Trust Trading Status
No	Checkbox	Check this box if the trust is no longer trading.
Yes	Checkbox	Check this box if the trust is currently trading.
DummyCalcQ19	Text
Trust Use and Enjoyment Question
No	Checkbox	Check this box if no person has use and enjoyment of the income and/or assets of the trust.
Yes	Checkbox	Check this box if any person has use and enjoyment of the income and/or assets of the trust.
Number of Persons	Text	Please specify the total number of persons who have use and enjoyment of the trust's income and/or assets. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Trustee Authorization
Trustee Name	Text	Please enter the full name of the trustee. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Authorization Date	Date	Please provide the date when the trustee authorization was signed. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Trustee Signature	Text	Please enter the trustee's signature. Fill only if 'Is your role as a beneficiary only?' is 'No'. Depends on: No
Unit Trust Status
Q35_No	CheckBox
Q35	CheckBox
Unitholding Details Field
Unitholding Reference	Text	Please provide any relevant reference number or identifier for the unitholding details. Fill only if 'Q35' is 'Yes'. Depends on: Q35
Valuer Contact Person
Contact Person Name	Text	Please provide the full name of the person to be contacted by the valuer. Fill only if 'Does the trust hold any properties?' is 'Yes'. Depends on: Yes
Daytime Phone Number	Text	Please provide the daytime phone number for the contact person. Fill only if 'Does the trust hold any properties?' is 'Yes'. Depends on: Yes
Vehicles Asset
Vehicles Current Market Value	Number	Please provide your estimated current market value for vehicles. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Vehicles	Checkbox	Check this box if the vehicles are a primary production asset. Fill only if 'Does the trust own any other assets?' is 'Yes'. Depends on: Yes
Your Centrelink Reference Number
Centrelink Reference Number (CRN) — part 1	Text	Enter the first group of digits of the trust's Centrelink Reference Number (CRN) exactly as shown on Centrelink correspondence. Max length: 3 characters
Centrelink Reference Number Part 2	Text	Provide the second part of your Centrelink Reference Number. Max length: 3 characters
Centrelink Reference Number Part 3	Text	Provide the third part of your Centrelink Reference Number. Max length: 3 characters
Centrelink Reference Number Part 4	Text	Provide the fourth part of your Centrelink Reference Number. Max length: 1 characters
Your Date of Birth
Your Date of Birth Day	Number	Enter the day of your birth.
Your Name
Family Name	Text	Please enter your family name as it appears on your official identification.
First Given Name	Text	Please enter your first given name as it appears on your official identification.
Second Given Name	Text	Please enter your second given name if applicable, as it appears on your official identification.
Your Partner's Date of Birth
Date of Birth	Date	Enter your partner's date of birth. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Your Partner's Name
Family Name	Text	Please provide your partner's family name. Fill only if 'Yes' is 'Yes'. Depends on: Yes
First Given Name	Text	Please provide your partner's first given name. Fill only if 'Yes' is 'Yes'. Depends on: Yes
Second Given Name	Text	Please provide your partner's second given name. Fill only if 'Yes' is 'Yes'. Depends on: Yes

Private Trust (Mod(PT).2005) Instructions