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Discretionary Trust

Page 1
Applicant Details
Page 2
Trust Details
Stamp Duty (SA)
Trustee Details (Names, Addresses)
Page 3
Settlor Details
Appointor
Beneficiaries (Names, Addresses)
Page 4
Legal
Payment
Page 5
Preview your form before submission
Finalise & Purchase

We are the premier specialist in registration processes.

For assistance with this form, feel free to call one of our friendly staff on 1300 ABN ABN.

Applicant Details

Organisation Name (if applicable)
Please enter a firm name.

Leave blank if you do not represent an organisation.

Contact Person*
Please enter a contact name.

Phone Number*
Please enter a telephone number.

Email Address*
Please enter an email address containing a . and @

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please enter a state

Postcode*
Please enter a postcode.

Please select your industry type
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Trust Details

Name of Trust*
Please enter the name of the trust.

State of Trust*
Please select a state

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Additional Services

Stamp Duty

Note: Only available in South Australia. Stamp Duty may be payable at different rates depending on State/Territory laws.
Do you wish us to attend to the stamping of the fund?
Select an Option


Printing, Binding & Delivery

We can provide document printing and delivery services for clients who require physical folders and documents.

Would you like your documents printed, bound and delivered?

Please choose an option

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Premium Printing, Binding, and Delivery
There is an additional fee of $55 for printing, binding and delivery of your trust documents in a premium leather feel folder. This service includes:

  • Full-service printing, binding and delivery to your chosen address
  • Leather feel luxury folder, with separate inserts for the different document types included (best available in the marketplace)
  • Impress your clients with something tangible to present in meetings
  • Allow easy signing of documents (tagged for your convenience)
  • Front sleeve with pen included for convenience

Is the delivery address the same as the applicant's address?*
Select an Option

Delivery Address

Street Address*

Suburb*

State
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Postcode*


ABN Registration

There is an additional fee of $89 for the registration of the trust with respect to ABN and GST registration.

Do you require registration for an ABN?
Please choose an option

If Yes, we may contact you for further information


Business Activities
Please select the main industry shown below that will form part of your business activity

Please describe your main business activity and goods / services provided:


Authorised Contact Person
Given Names:
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Surname
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Email Address:
Please enter a valid email address.

Phone number:


Goods and Services Tax (GST)
Does the company wish to apply for GST?
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What is your estimated annual turnover?

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Business Name Registration

If you would like to trade under a different business name to your trust name, then you need to register a business name. If you would like to register a business name please complete the below section. There is an additional fee for the registration of a business name.

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Business Name Registration Overview
A business name, also known as a trading name, is a name or title under which a person, or other legal entity, carries on business. It also helps customers and other businesses find, identify and connect with your business. You need to register a business name if you conduct business under a name other than your company or trust name. When you register a business name, you register it nationally with ASIC. This means you can operate your business in any state or territory in Australia.

It’s important to note that registering a business name with ASIC doesn’t protect your business name from being used by someone else. To protect your business name and brand, you will also need to register it as a trademark with IP Australia (see trademark registration services).

We can provide business registration services for an additional fee. Please complete the below section to indicate your preference.
Do you wish to register a business name to trade under?
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Please select how long you would like to register your business name for:

Please choose an option

Please don't select both options, just choose one.

Your proposed business name:
Check availability*
Please let us know your name.

Note: Your preferred name may not be available due to a pre-existing registration or the similarity to an existing registered name.


Domain Name Registration

There is an additional fee of $44 for the registration of a domain name.

Do you wish to secure the .com.au domain name for your business or trust?
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Registration is for 2 years (normally valued at $88.00)

What domain name would you like to register? (e.g. abnaustralia.com.au)
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Domain Name Contact Person
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Domain Name Contact Email Address
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Domain Name Contact Phone Number
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Trustee Details

Trustee Name*
Please enter the name of the trustee name.

ACN (if company)

Director - Chairman for the minutes (if company)


Street Address*
Please enter a address.

(PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided)

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.

Add Another Trustee*
Select an Option

2nd Trustee Details

Trustee Name
Please enter the name of the trustee name.

ACN (if company)

1st Director (if company)


Street Address
Please enter a address.

(PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided)

Suburb
Please enter a city.

State
Please select a state

Postcode
Please enter a postcode.

Country (if not Australia)

Add Another Trustee*
Select an Option

3rd Trustee Details

Trustee Name
Please enter the name of the trustee name.

ACN (if company)

1st Director (if company)


Street Address
Please enter a address.

(PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided)

Suburb
Please enter a suburb.

State
Please select a state

Postcode
Please enter a postcode.

Country (if not Australia)

Add Another Trustee*
Select an Option

4th Trustee Details

Trustee Name
Please enter the name of the trustee name.

ACN (if company)

1st Director (if company)


Street Address
Please enter a address.

(PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided)

Suburb
Please enter a suburb.

State
Please select a state

Postcode
Please enter a postcode.

Country (if not Australia)


Settlor Details

Settlor Name*
Please enter a settlor name

The settlor must not be a director of the Trustee Company, and should be independent of Trustee and all beneficiaries

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.


Settlement Sum*
Please select a state

Other


Appointor

Do you wish to appoint a Sole Appointor or Joint Appointors?*
Select an Option

Sole Appointor Name*
Please enter a name.

The Appointer must be aged 18 years or older

Upon Appointor Death
Please enter a name.

Leave blank for personal legal representative

Joint Appointor 1*
Please enter a name.

All Appointers must be aged 18 years or older

Joint Appointor 2*
Please enter a name.

Joint Appointor 3
Please enter a name.

Joint Appointor 4
Please enter a name.


Primary Beneficiaries


Exclude Foreign Persons

Tick this box if you do not want any foreign parties to be beneficiaries of this trust.

Our trust deed will include a provision explicitly excluding foreign parties as primary and secondary beneficiaries.

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Primary Beneficiary 1

There must be at least one named Primary Beneficiary

Given Name(s)*
Please enter a name.

Surname*
Please enter a surname.

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode
Please enter a postcode.

Country (if not Australia)

Add Another Beneficiary*
Select an Option

Primary Beneficiary 2

Given Name(s)*
Please enter a name.

Surname*
Please enter a surname.

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode
Please enter a postcode.

Country (if not Australia)

Add Another Beneficiary*
Select an Option

Primary Beneficiary 3

Given Name(s)*
Please enter a name.

Surname*
Please enter a surname.

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode
Please enter a postcode.

Country (if not Australia)

Add Another Beneficiary*
Select an Option

Primary Beneficiary 4

Given Name(s)*
Please enter a name.

Surname*
Please enter a surname.

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode
Please enter a postcode.

Country (if not Australia)

Preview your form before submission



If you need to change or edit any of the above details simply click on previous until you reach the screen where the change is required.

To ABN Australia: You are appointed to act as our agent to procure a Trust Deed and ancillary legal documentation from a solicitor, the particulars for such trust deed and legal documents being set out hereinbefore. In consideration for you acting as our agent, payment of solicitors costs, attending to compliation of materials in a register and delivery of same we shall pay you such amounts as agreed.
*
In order to submit the form you must agree to the terms.

Disclaimer: We do not provide legal, accounting, financial or stamp duty advice and therefore take no responsibility for your taxation, legal or other liabilities which may arise from the work we perform on your instructions. We urge you to first obtain legal and accounting advice in relation to your affairs and in particular this transaction.


ABN Eligibility

Before submitting your ABN application you need to acknowledge you understand your eligibility to get an ABN. If you are confused about any of the following questions, please ask us on live chat or contact us on 1300 226 226.

I have all the necessary information to complete the ABN application:

  • I understand the best structure for my business
  • I have the TFN, date of birth and name, OR name, address and date of birth for all key people in my business

I believe I am entitled to an ABN:

  • I am not applying just because I have been asked to get an ABN as a condition of employment
  • I meet a number of the key characteristics of a business, or will once started
  • I can provide evidence that I am entitled to an ABN if requested.
  • I understand my obligations:

  • To provide true and correct information in my ABN application
  • Once I have an ABN I must keep it up to date (within 28 days of any change) and cancel it once I am no longer trading or carrying on an enterprise.
Do you agree to all the statements above:
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Note: Penalties of up to $12,600 can apply for each false or misleading statement made in an ABN application

Not eligible for an ABN

You must agree to all above questions to be eligible for an ABN.

Payment

Payments are made securely by using your credit card or via Bank Transfer (EFT).
Please be advised we are unable to process your order until we have received payment.

Total Cost:
$0.00

Payment Method

Name on Credit Card
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Credit Card Number
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Type
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Expiry Date (mm/yy)
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CVV
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Note our bank account details will be provided on the confirmation screen when you submit your order, as well as in the email confirmation you will receive in your inbox. We will also send you an invoice containing our payment information. If you have elected to pay by credit card then no further payment is required.

Additional notes and/or instructions
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*
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Upon submission, you will receive an email with your details for future reference/printing.

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