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01

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02

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03

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How to fill out a MOD PT online?

Follow these steps to complete your MOD PT form online.

Step 01

Access the Private Trust Form in the PDF editor.

Step 02

Fill in your details regarding any private trust interactions.

Step 03

Complete sections related to gifts associated with the trust.

Step 04

Ensure not to include Special Disability Trusts or Self Managed Superannuation Funds.

Step 05

Review the form for accuracy.

Step 06

Download the completed form as a PDF.

Services Australia - Private Trust Form Information

What is a MOD PT used for?

The Private Trust Form (MOD PT) is used to document changes related to private trusts. It is important for maintaining accurate records of transactions involving private trusts, which supports compliance with relevant regulations. This form is not required for certain types of trusts, such as Special Disability Trusts.

Who needs to fill out a MOD PT form

Individuals involved with a private trust who need to report changes or transactions.

Do I need to fill out the form for each trust?

Yes, a separate form is required for each private trust.

Is it necessary to declare gifts involving a private trust?

Yes, any gifts made must be declared on the form.

Can I submit the form online?

Check with the relevant authority for submission options, including online submission.

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