Get Au Mod(pt) 2020-2025

Completing the AU Mod(PT) form accurately is essential for determining your share of a private trust’s income and assets. This guide provides clear instructions on each section to ensure your submission is successful, even if you have limited legal experience.

Follow the steps to effectively complete the AU Mod(PT) form.

1. Click the ‘Get Form’ button to access and open the AU Mod(PT) form in your document editor.
2. Enter your Centrelink Reference Number at the top of the form, if known. This helps identify your application.
3. Provide your name, ensuring to fill out the family name followed by your given names clearly in BLOCK LETTERS.
4. Indicate whether you have a partner by selecting 'Yes' or 'No'. If you select 'Yes', you will then need to provide your partner's name and date of birth.
5. Complete the section regarding the private trust. Enter the name of the private trust as defined, ensuring consistency throughout the document.
6. Answer questions about the trust’s tax file number and business number if applicable. Ensure that you check the details carefully.
7. Follow the prompts to answer questions related to the trust's commencement date, current trading status, and any changes in circumstances since the last financial statement.
8. Compilation of details for the trustee, appointors, and beneficiaries must be done accurately in the designated sections.
9. If the trust holds real estate, complete the real estate details section, giving the estimated market value and legal description.
10. After completing all sections, review the form for accuracy. Make sure all required supporting documents mentioned in the checklist are prepared.
11. Finalize your submission by saving changes, then choosing to download, print, or share the completed form online.

Complete your AU Mod(PT) form online now to ensure your trust income and asset evaluation is processed without delay.