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Unit Trust - new

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Unit Trust

Applicant Details

Please let us know your name.

Leave blank if you do not represent an organisation.

Please enter a state

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Trust Details

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Additional Services

Stamp Duty

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

There is an additional fee of $66 for printing, binding and delivery of your trust documents in a premium leather feel folder.
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Premium Printing, Binding, and Delivery
There is an additional fee of $66 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 $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


Business Activities


Authorised Contact Person
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Please enter a valid email address.


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.


Domain Name Registration

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

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Registration is for 2 years (normally valued at $88.00)

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Trustee Details

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(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

Second Trustee Details

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(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

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(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, and should be independent of the Trustee(s) and all Unit Holders.

Please enter a address.

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

Please enter a suburb.

Please select a state

Please enter a postcode.

Please select a settlement sum


First Unit Holder

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.


Unitholdings

Please enter the number of units held by this unitholder.

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Click here for an overview of the unit types relevant to our Unit Trust Deed.

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Select an option

Second Unit Holder

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.


Unitholdings

Please enter the number of units held by this unitholder.

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Click here for an overview of the unit types relevant to our Unit Trust Deed.

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Select an option

Third Unit Holder

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.


Unitholdings

Please enter the number of units held by this unitholder.

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Click here for an overview of the unit types relevant to our Unit Trust Deed.

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

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Fourth Unit Holder

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.


Unitholdings

Please enter the number of units held by this unitholder.

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Click here for an overview of the unit types relevant to our Unit Trust Deed.

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Select an option

Fifth Unit Holder

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.


Unitholdings

Please enter the number of units held by this unitholder.

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Click here for an overview of the unit types relevant to our Unit Trust Deed.

Select an option

Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

Select an option

Sixth Unit Holder

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.


Unitholdings

Please enter the number of units held by this unitholder.

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Click here for an overview of the unit types relevant to our Unit Trust Deed.

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Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.

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.

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.

$0.00

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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.

Please let us know your message.

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

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