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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
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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

Firm*
Please enter a firm name.

Contact Name*
Please enter a contact name.

Telephone*
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.

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

Delivery Address

Street Address*

Suburb*

State
Invalid Input

Postcode*

 

Trust Details

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

State of Trust*
Please select a state

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.
ABN Australia to Attend Stamping*
Select an Option

There is an additional fee of $89 for the registration of the company 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

Do you wish to register a business name to trade under?
Please choose an option

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.

Do you wish to secure the .com.au domain name for the business trading name?
Invalid Input

What domain name would you like to register? (e.g. abnaustralia.com.au)
Invalid Input

Trustee Details

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

ACN (if company)

Street Address

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

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.

Director - Chairman for the minutes

Add Another Trustee*
Select an Option

2nd Trustee Details

Trustee Name
Please enter the name of the trustee name.

ACN (if company)

Street Address

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

Street Address
Please enter a address.

Suburb
Please enter a city.

State
Please select a state

Postcode
Please enter a postcode.

Country (if not Australia)

1st Director

Add Another Trustee*
Select an Option

3rd Trustee Details

Trustee Name
Please enter the name of the trustee name.

ACN (if company)

Street Address

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

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)

1st Director

Add Another Trustee*
Select an Option

4th Trustee Details

Trustee Name
Please enter the name of the trustee name.

ACN (if company)

Street Address

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

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)

1st Director

 

Settlor Details

Settlor Name*
Please enter a settlor name

The settlor must not be a director of the Trustee Company - Should be independant 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

Name*
Please enter a name.

Upon Appointor Death
Please enter a name.

Leave blank for personal legal representative

Joint Appointors
Name
Please enter a name.

Upon Joint Appointor Death
Please enter a name.

Leave blank for personal legal representative

Additional Appointor
Name
Please enter a name.

Upon Additional Appointor Death
Please enter a name.

Leave blank for personal legal representative

Primary Beneficiaries

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)

 
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.

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).

Total Cost:
$0.00

Payment Method

Name on Credit Card
Invalid Input

Credit Card Number
Invalid Input

Type
Invalid Input

Expiry Date (mm/yy)
Invalid Input

CVV
Invalid Input


Additional notes and/or instructions
Invalid Input

Invalid Input

 

Preview your form before submission


Applicant Details

Firm Name:

Contact Name:

Telephone:

Email Address:

Street Address:

Suburb:

State:

Postcode:

Delivery Address

Street Address:

Suburb:

State:

Postcode:

Trust Details

Name of Trust:

State of Trust:

Stamp Duty:

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:

Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:

Director One:

Second Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:

Country:

ACN:

Director One:

Third Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:

Country:

Director One:

Fourth Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:

Country:

Director One:

Settlor Details

Settlor Name:

Street Address:

Suburb:

State:

Postcode:

Settlement Sum:

Other settlement sum:

Appointor

Name:

Upon Appointor Death:

Joint Appointor

Name:

Upon Appointor Death:

Additional Appointor

Name:

Upon Appointor Death:

Primary Beneficiaries

Given Name(s):

Surname:

Street Address:

Suburb:

State:

Postcode:

Country:

Second Primary Beneficiary

Given Name(s):

Surname:

Street Address:

Suburb:

State:

Postcode:

Country:

Third Primary Beneficiary

Given Name(s):

Surname:

Street Address:

Suburb:

State:

Postcode:

Country:

Fourth Primary Beneficiary

Given Name(s):

Surname:

Street Address:

Suburb:

State:

Postcode:

Country:

Payment Details

Total Cost:

Payment Method:

Credit Card Name:

Credit Card Number:

Credit Card Type:

Credit Card Date:

CVV:

Additional Notes and or instructions


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