Land tax trust nominations and notifications

About this form

Use this form to notify us of the:

• nomination of a principal place of residence (PPR) beneficiary of a discretionary trust or unit trust scheme
• nomination of a subsequent PPR beneficiary of a discretionary trust or unit trust
• unit holders, or a change in the unit holders, in a unit trust scheme (unit trust)
• beneficial interests, or a change in beneficial interests, in a fixed trust.

You can complete this form if you are:

• the trustee of the trust
• a representative acting for the trustee, such as an agent or solicitor.

For notification of a unit holder or beneficial interest, the trustee must have previously lodged a notice of trust acquisition of an interest in land within the required period.

Review the process for:

• a trustee to nominate a PPR or subsequent PPR beneficiary
• trustee notification of beneficial interests and unitholdings.

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

Get these details ready

You will need:

• details of the trust, including Australian Company Number (ACN)/Australian Business Number (ABN)
• the purpose of the nomination
• details of the PPR beneficiary and the relevant land
• the date the beneficiary started occupying the land as their PPR
• any business activity conducted at the property.

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