Get Land Tax Trust Form 16 Trusts- Notification Or Change Of Beneficial Interestsunit Holdings In Land

Filling out the Land Tax Trust Form 16 is essential for notifying the State Revenue Office of changes in beneficial interests or unit holdings in a trust. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and efficiently online.

Follow the steps to complete the form successfully.

1. Click the 'Get Form' button to access the Land Tax Trust Form 16 and open it for viewing or editing.
2. Begin by determining if you need to complete this form by reviewing Part A. This section clarifies the purpose of the form and confirms eligibility based on prior submissions.
3. Proceed to Part B to fill in the trust details. Provide the name of the trustee, their ACN/ABN, date of birth (if applicable), the name of the trust, and the SRO customer number. Make sure to include the address, suburb/town, state, and postcode.
4. In this part, also specify what type of trust you are dealing with, whether it is a fixed trust or unit trust.
5. Move to Part C, where you will provide particulars of the notification. Indicate the purpose of this form: to report beneficial interests in a fixed trust or unit holdings under a unit trust or any changes to these interests.
6. For each beneficiary or unit holder (up to four), fill out the required details including name, ACN/ABN or date of birth, SRO customer number, address, and the respective percentage of the beneficial interest or number of units held.
7. Answer whether the beneficiary/unit holder acts as a trustee for a trust. If yes, complete the required trust details for that trustee.
8. Finish filling out Part D by signing the declaration, ensuring you provide your full name, position, phone number, and date of signing.
9. Review all sections to ensure accuracy and completeness before submission. If desired, print and manually sign if needed.
10. You can then save the changes, download, or print the form for physical submission.

Complete your Land Tax Trust Form 16 online today to ensure accurate reporting and compliance.