Discretionary Trust

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Applicant Details

Please enter a firm name.

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

Printing, Binding & Delivery

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

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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 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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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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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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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.

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.


$242.00

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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.