Form - Setup Trust/Company
NAME
*
First Name
Last Name
EMAIL ADDRESS
*
PHONE
*
WHAT STATE ARE YOU RESIDING IN?
*
Please Select
Australian Capital Territory
New South Wales
Northern Territory
Queensland
South Australia
Tasmania
Victoria
Western Australia
WHAT ENTITIES ARE YOU SETTING UP?
*
Trust & Company
Company Only
DIRECTORS - PLEASE ADD ALL DIRECTORS
HOW MANY DIRECTORS ARE YOU ADDING?
*
Please Select
1
2
3
More than 3
FULL NAME DIRECTOR 1
*
First Name
Middle Name
Last Name
PLACE OF BIRTH DIRECTOR 1
*
DATE OF BIRTH DIRECTOR 1
*
-
Day
-
Month
Year
Date
RESIDENTIAL ADDRESS DIRECTOR 1
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PHONE DIRECTOR 1
*
EMAIL ADDRESS DIRECTOR 1
*
DIRECTOR ID 1 (IF YOU DO NOT HAVE ONE, WE WILL EMAIL YOU INSTRUCTIONS ON HOW TO CREATE ONE)
FULL NAME DIRECTOR 2
First Name
Middle Name
Last Name
PLACE OF BIRTH DIRECTOR 2
DATE OF BIRTH DIRECTOR 2
-
Day
-
Month
Year
Date
RESIDENTIAL ADDRESS DIRECTOR 2
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PHONE DIRECTOR 2
EMAIL ADDRESS DIRECTOR 2
example@example.com
DIRECTOR ID 2 (IF YOU DO NOT HAVE ONE, WE WILL EMAIL YOU INSTRUCTIONS ON HOW TO CREATE ONE)
FULL NAME DIRECTOR 3
First Name
Middle Name
Last Name
PLACE OF BIRTH DIRECTOR 3
DATE OF BIRTH DIRECTOR 3
-
Day
-
Month
Year
Date
RESIDENTIAL ADDRESS DIRECTOR 3
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PHONE DIRECTOR 3
EMAIL ADDRESS DIRECTOR 3
example@example.com
DIRECTOR ID 3 (IF YOU DO NOT HAVE ONE, WE WILL EMAIL YOU INSTRUCTIONS ON HOW TO CREATE ONE)
OTHER DIRECTORS
SHAREHOLDERS - PLEASE ADD ALL SHAREHOLDERS
HOW MANY SHAREHOLDERS ARE YOU ADDING?
*
Please Select
1
2
3
More than 3
FULL NAME (Shareholder 1)
First Name
Middle Name
Last Name
PERCENTAGE (Shareholder 1)
FULL NAME (Shareholder 2)
First Name
Middle Name
Last Name
PERCENTAGE (Shareholder 2)
FULL NAME (Shareholder 3)
First Name
Middle Name
Last Name
PERCENTAGE (Shareholder 3)
OTHER SHAREHOLDERS
BENEFICIARIES - PLEASE ADD ALL BENEFICIARIES - Confirmation of any primary beneficiaries you would like listed in the trust. (Normally exclude Children here, as they are automatically included as secondary beneficiaries).
HOW MANY BENEFICIARIES ARE YOU ADDING?
*
Please Select
1
2
3
4
5
More than 5
FULL NAME (Beneficiary 1)
First Name
Middle Name
Last Name
FULL NAME (Beneficiary 2)
First Name
Middle Name
Last Name
FULL NAME (Beneficiary 3)
First Name
Middle Name
Last Name
FULL NAME (Beneficiary 4)
First Name
Middle Name
Last Name
FULL NAME (Beneficiary 5)
First Name
Middle Name
Last Name
OTHER BENEFICARIES
Why are you interested in setting up this Trust/Company?
*
Please Select
Run a business
Invest in Property, shares & other investments
Hold Assets for Family Group
Other
TRUST/COMPANY SETUP DETAILS
Company Name #1
*
Please supply a name for the company (e.g. "Company Name PTY LTD"). Please note that it will have "PTY LTD" in the name.
Company Name #2
*
If first choice is taken
Trust Name #1
Please supply a name for the trust (e.g. "Trust Name Trust"). Please note that it will have "Trust" in the name and should be the same as the company name)
Trust Name #2
If first choice is taken
TOTAL AUD $
TOTAL COST
*
prev
next
( X )
AUD
Total due on submission
Credit Card Details
First Name
Last Name
Credit Card Number
Security Code
Card Expiration
Submit
Should be Empty: