| Accountant / Financial Advisers Details |
| Firm Name |
|
| Firm Address: |
|
| Number/House/Unit |
|
| Street Name |
|
| Suburb |
|
| Postcode |
|
| Attention |
|
| Telephone |
|
| Facsimile |
|
| Email |
|
|
Your Reference
|
|
|
|
| Client Details |
|
| Name(s) |
|
| Address |
|
| Number/House/Unit |
|
| Street Name |
|
| Suburb |
|
| Postcode |
|
| Attention |
|
| Telephone (home) |
|
| Telephone (mobile) |
|
| Facsimile |
|
| Email |
|
|
|
| What is the name of the Trust? |
|
| |
|
| What date will the trust be established? |
|
| |
|
| Who will be the Settlor of this Trust? |
|
| Full name |
|
| Address: |
|
| Number/House/Unit |
|
| Street Name |
|
| Suburb |
|
| Postcode |
|
| Attention |
|
| Telephone (home) |
|
| Telephone (mobile) |
|
| Facsimile |
|
| Email |
|
|
|
| What will be the settled sum? |
|
|
|
| Who is the Trustee to your Trust? |
|
| Name (include ACN if a company) |
|
| Address (registered address if a company) |
|
| Number/house/unit |
|
| Street Name |
|
| Suburb |
|
| Postcode |
|
| |
|
| Who is the Appointor of your Trust? |
|
| First Appointor Name |
|
| First Appointer Address |
|
| Number/house/unit |
|
| Street Name |
|
| Suburb |
|
| Postcode |
|
| Second Appointor Name |
|
| Second Appointor Address |
|
| Number/house/unit |
|
| Street Name |
|
| Suburb |
|
| Postcode |
|
| |
|
| Who are the Principal Beneficiaries? |
|
| |
|
| Name(s) |
|
| Address |
|
| Number/house/unit |
|
| Street Name |
|
| Suburb |
|
| Postcode |
|
| |
|
| Do you wish to nominate a charity to receive the balance of the Trust? |
| Charity Name |
|
| Charity Address |
|
| Number/house/unit |
|
| Street Name |
|
| Suburb |
|
| Postcode |
|
| |
|
Please email completed form
to this address |
|
| |
|
Acceptance of Conditions of Use
Please read - click here |
| I have read and agree to the conditions of use |