AUSTRALIAN TRUST CREATION

$49 plus GST plus *Stamp Duty

Please correct the following errors below:

Trust Detail

Type of Trust *

Name of Trust *

Date of Establishment of Trust *

Name of Trustee *

Trustee a Company?

Trustee ACN

Trustee Address

Address Line 1 *

Address Line 2

Suburb *

State or Territory *

Postal Code *

Country *

Contact Person Name *

Contact Person E-mail address *

Settled Sum *

Settlor

First Name *

Second Name

Third Name

Last Name *

Address Line 1 *

Address Line 2

Suburb *

State or Territory *

Postal Code *

Country *

Appointor

First Name *

Second Name

Third Name

Last Name *

Address Line 1 *

Address Line 2

Suburb *

State or Territory *

Postal Code *

Country *

Beneficiaries

Specified Beneficiary 1

Name *

Do you wish to add additional classes of beneficiaries?

Additional Members of the Class of Beneficiaries 1

Name *

Class *

;

Do you wish to add additional income beneficiaries?

Additional Income Beneficiaries 1

Name *

Total Units Initially Issued *

Price Per Unit *

Initial Sum *

Unit Holders

Unit Holder 1

If the Unitholder is an organisation, please tick this box

Unit Holder Personal Information

Organisation Name *

ACN/ARBN of Organisation

Address Line 1 *

Address Line 2

Suburb *

State or Territory *

Postal Code *

Country *

First Name *

Second Name

Third Name

Last Name *

Address Line 1 *

Address Line 2

Suburb *

State or Territory *

Postal Code *

Country *

Number of Units Held *

Additional optional questions

Discretionary Trust

When all income can be distributed to the beneficiaries listed in the Trust Deed

Unit Trust

Has a fixed number of units
Operates similarly to a company

IMPORTANT

Please ensure all details are accurate in the form above before submitting it.
A Trust is not a separate legal entity but a separation of beneficial interests.
A Trust has some taxation benefits.
Please obtain taxation advice from a qualified accountant about the taxation consequences of using a Trust structure for your business.

*Stamp duty is payable on the creation of discretionary and unit trusts (payable by you directly to the relevant State Revenue Office after you receive the trust documents from us): Vic $200 payable within 30 days; NSW $500 plus $10 per counterpart payable within 90 days; NT $20 plus $5 per counterpart payable within 60 days; TAS $50 payable within 90 days; SA, WA, QLD & ACT - no stamp duty payable (subject to change by the relevant State or Territory legislation or authority)

AUSTRALIAN TRUST CREATION

$49 plus GST plus *Stamp Duty

Please correct the following errors below:

Trust Detail

Trustee Address

Settlor

Appointor

Beneficiaries

Specified Beneficiary 1

Additional Members of the Class of Beneficiaries 1

Additional Income Beneficiaries 1

Unit Holders

Unit Holder 1

Unit Holder Personal Information

Additional optional questions

Discretionary Trust

Unit Trust

IMPORTANT

Contact Us

Contact Us