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1. Investment Committee: Required when the trust has a formal investment committee structure for managing investments

2. Advisory Board: Include when the trust establishes an advisory board for guidance on business operations

3. Foreign Beneficiaries: Required when the trust has or may have foreign beneficiaries, addressing specific requirements and restrictions

4. Environmental Obligations: Include for trusts operating in environmentally sensitive industries

5. Employee Profit Sharing: Required when the trust includes employee profit-sharing arrangements

6. Competing Business Restrictions: Include when there are restrictions on trustees or beneficiaries engaging in competing businesses

7. Digital Assets: Required when the trust holds or deals with digital assets or cryptocurrencies

8. Intellectual Property: Include when the trust holds or manages intellectual property assets

1. Schedule 1 - Initial Trust Property: Detailed list and description of initial assets transferred to the trust

2. Schedule 2 - Initial Beneficiaries: List of initial beneficiaries and their respective interests

3. Schedule 3 - Trustee Remuneration: Details of trustee fees and compensation structure

4. Schedule 4 - Investment Guidelines: Specific investment policies and restrictions

5. Schedule 5 - Business Plan: Initial business plan and operational strategy

6. Schedule 6 - Unit Holders Register: Format and requirements for maintaining the register of unit holders

7. Schedule 7 - Meeting Procedures: Detailed procedures for conducting meetings and voting

8. Appendix A - Compliance Requirements: Summary of relevant regulatory compliance obligations

9. Appendix B - Pro Forma Financial Statements: Templates for required financial reporting