Nomination of subsequent beneficiary for a discretionary trust

About this form

Use this form to nominate a subsequent beneficiary for pre-2006 land held in a discretionary trust.

The trustee of the discretionary trust or their representative must complete this form.

Review the process for nominating a subsequent beneficiary for a discretionary trust.

You can save the form and return to it later by using the tracking code and answering the security question.

Get these details ready

You will need:

• details of the trust, including the trustee’s Australian Company Number (ACN)/Australian Business Number (ABN) (if applicable)
• details of the nomination
• details of the subsequent nominated beneficiary, including their SRO customer number (if known)
• if the previous nominated beneficiary has died, details of that beneficiary
• if the trustee revoked the previous nomination, the reason(s) for the revocation.

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