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1. Sub-Agency Arrangements: Include when the agent may need to appoint sub-agents to perform certain duties

2. Foreign Investment Provisions: Required when the trust property includes foreign investments or when parties are foreign entities

3. GST Provisions: Include when the trust activities may have GST implications

4. Custodian Arrangements: Include when a separate custodian is appointed to hold assets

5. Multiple Beneficiaries: Include when there are multiple beneficiaries to address their respective rights and relationships

6. Reporting Requirements: Include when specific reporting obligations are required beyond standard trustee duties

7. Compliance with Specific Regulations: Include when the trust must comply with specific regulatory requirements (e.g., AFSL requirements)

1. Schedule 1 - Trust Property: Detailed description and/or list of all assets held in the bare trust

2. Schedule 2 - Fee Schedule: Details of any fees payable to the trustee/agent and payment terms

3. Schedule 3 - Authorized Representatives: List of persons authorized to give instructions on behalf of the beneficiary

4. Schedule 4 - Operating Procedures: Detailed procedures for day-to-day operation of the trust and agency arrangement

5. Appendix A - Form of Instructions: Template forms for giving instructions to the trustee/agent

6. Appendix B - Reporting Templates: Standard templates for required reports and communications