Discretionary Trust

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Applicant Details

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Leave blank if you do not represent an organisation.

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Trust Details

Please enter the name of the trust.

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Additional Services

Stamping of Trusts

Note: Only available in South Australia. Stamp Duty may be payable at different rates depending on State/Territory laws.
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Printing, Binding & Delivery

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

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Premium Printing, Binding, and Delivery
There is an additional fee of $99.00 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

 

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Delivery Address

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ABN Registration

There is an additional fee of $110 for the registration of the trust with respect to ABN and GST registration.

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If Yes, we may contact you for further information


Business Activities


Authorised Contact Person
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Goods and Services Tax (GST)
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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.
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Please choose an option

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

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.

Trustee Details

Please enter the name of the trustee name.

Please enter a address.

For corporate trustees please use the company's registered office address. For individual trustees please use their main contact address which can be a business address or residential address. PO Boxes are generally not acceptable here, only street addresses, and either the street number or lot number must be provided.

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2nd Trustee Details

Please enter the name of the trustee name.

Please enter a address.

For corporate trustees please use the company's registered office address. For individual trustees please use their main contact address which can be a business address or residential address. PO Boxes are generally not acceptable here, only street addresses, and either the street number or lot number must be provided.

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3rd Trustee Details

Please enter the name of the trustee name.

Please enter a address.

For corporate trustees please use the company's registered office address. For individual trustees please use their main contact address which can be a business address or residential address. PO Boxes are generally not acceptable here, only street addresses, and either the street number or lot number must be provided.

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4th Trustee Details

Please enter the name of the trustee name.

Please enter a address.

For corporate trustees please use the company's registered office address. For individual trustees please use their main contact address which can be a business address or residential address. PO Boxes are generally not acceptable here, only street addresses, and either the street number or lot number must be provided.

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Settlor Details

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

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Appointor

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The Appointer must be aged 18 years or older

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Leave blank for personal legal representative

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All Appointers must be aged 18 years or older

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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

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Primary Beneficiary 2

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Primary Beneficiary 3

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Primary Beneficiary 4

Please enter a name.

Please enter a surname.

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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.

Legal

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.
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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.


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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. If you have elected to pay now by credit card then no further payment is required.
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Upon submission, you will receive an email with your details for future reference/printing.