EmailMe Form - TRUST QUESTIONNAIRE

Name *

First Last

Email *

Note:
Please complete this questionnaire with regard to your trust. The information required is in addition to any included in a rental, business and/or a farming questionnaire.

COVERING FULL FINANCIAL YEAR ENDED: *

1. During the year, has there been any change in Trustees?

YES

NO

If yes, please supply details of the new Trustee.

2. During the year, has there been any gifting to the Trust?

YES

NO

If yes, please supply copy of the legal documentation relating to the gifting, e.g. The Deed of Reduction of Debt.

3. During the year, has the trust made any distributions to any of the beneficiaries?

YES

NO

If yes, please supply full details including the name of the beneficiary and the amount distributed.

4. During the year, have there been any advances to or from the settlor(s)?

YES

NO

If yes, please supply full details, and include a copy of any Deed of Debt or a copy of the Deed for the Reduction of Debt.

5. Has the Trust purchased or sold assets during the year?

YES

NO

If yes – either ensure details are included on the appropriate questionnaire
or list the details below.

Assets Purchased and amount:

Assets Sold and amount:

6. Loans – Please provide details of loan balances at balance date. For any new loan please supply details of when the loan was drawn and for what purpose.

7. During the year, have there been any amendments to the Trust Deed?

YES

NO

8. Any other information you consider relevant :

9. Please provide the bank account name and number that should there be a refund you would
like it to be deposited into

Bank account number:

Bank account name:

10. Instructions / Authorisation for BTA Ltd:

I instruct BTA Ltd to prepare my taxation return. I undertake to supply all information necessary for this engagement and to be responsible for the accuracy and completeness of such information. Your services are not intended to and accordingly will not result in the expression by you of an opinion on the tax return summary or related schedules insofar as third parties are concerned.

Authorisation to obtain information subject to the Privacy Act:
I authorise BTA Ltd to communicate with the appropriate bankers, solicitors, finance companies and other persons or organisations to obtain such further information as is required to carry out the above engagement.

Date *

DD / MM / YYYY

Signature - Draw your signature/initials using a mouse, or your finger/stylus on a touchscreen.

Clear

Note: Please complete this questionnaire with regard to your trust. The information required is in addition to any included in a rental, business and/or a farming questionnaire.

If yes, please supply copy of the legal documentation relating to the gifting, e.g. The Deed of Reduction of Debt.

If yes, please supply full details, and include a copy of any Deed of Debt or a copy of the Deed for the Reduction of Debt.

9. Please provide the bank account name and number that should there be a refund you would like it to be deposited into

10. Instructions / Authorisation for BTA Ltd:

Note:
Please complete this questionnaire with regard to your trust. The information required is in addition to any included in a rental, business and/or a farming questionnaire.

9. Please provide the bank account name and number that should there be a refund you would
like it to be deposited into