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Unit Trust

Applicant Details

Please let us know your name.

Please enter a state

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Delivery Address

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Trust Details

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Stamp Duty

Note: 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? Note: Only available in South Australia at this point.
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There is an additional fee of $66.00 for printing, binding and delivery of your trust documents in a premium leather feel folder

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There is an additional fee of $88 for the registration of the company with respect to ABN and GST registration.

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If Yes, we may contact you for further information

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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.

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Trustee Details

Street Address

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

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Second Trustee Details

Street Address

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

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Select an option

Third Trustee Details

Street Address

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

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Founder Details

Please enter a founder name

The founder must not be a director of the Trustee Company - Should be independant of Trustee and all unit holders

Street Address

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

Please enter a address.

Please enter a suburb.

Please select a state

Please enter a postcode.

Please select a settlement sum


Unit Holders

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Please enter a settlor name

Street Address

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

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

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Click here for details for classes of units

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

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Click here for details for class of units in Trust Deed document.

Select an option

Second Unit Holder

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Please enter a settlor name

Street Address

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

Please enter a address.

Please enter a suburb.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for classes of units

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for class of units in Trust Deed document.

Select an option

Third Unit Holder

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Please enter a settlor name

Street Address

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

Please enter a address.

Please enter a suburb.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for classes of units

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for class of units in Trust Deed document.

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Fourth Unit Holder

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Please enter a settlor name

Street Address

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

Please enter a address.

Please enter a suburb.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for classes of units

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for class of units in Trust Deed document.

Select an option

Fifth Unit Holder

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Please enter a settlor name

Street Address

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

Please enter a address.

Please enter a suburb.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for classes of units

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for class of units in Trust Deed document.

Select an option

Sixth Unit Holder

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Please enter a settlor name

Street Address

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

Please enter a address.

Please enter a suburb.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for classes of units

Invalid Input

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Invalid Input

Click here for details for class of units in Trust Deed document.

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 EFT (After you click on the purchase button you will be redirected to the EFT screen for payment details).

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Applicant Details

Firm Name:

Contact Name:

Telephone:

Email:

Street Address:

Suburb:

State:

Postcode:


Delivery Address

Street Address or PO Box:

Suburb:

State:

Postcode:


Trust Details

Name of Trust:

State of Trust:

Is printing, binding, and delivery required:

Is registration required for an ABN:

Do you wish to register a business name to trade under:

1st choice:

2nd choice:

3rd choice:

Would you like to secure a domain name:

Register domain name:


Stamp Duty

Attend Stamping:


Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:

Country:

1st Director:

2nd Director:

Other Directors:


Second Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:


Third Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:


Founder Details

Founder Name:

Street Address:

Suburb:

State:

Postcode:

Settlement Sum:

Other settlement sum:


Unit Holders

Full Name or Company Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:


Second Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:


Third Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:


Fourth Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:


Fifth Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:


Sixth Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:


Additional notes and/or instructions:

Payment Details

Total Cost:

Payment Method:


Upon submission, you will receive an email with your details for future reference/printing.

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