Form - Setup Unit Trust
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 TYPE OF ENTITY ARE YOU SETTING UP?
*
Unit Trust & Company
Unit Trust 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
*
UNITHOLDERS - PLEASE ADD ALL UNITHOLDERS
HOW MANY UNITHOLDERS DO YOU NEED TO SET UP?
*
Please Select
1
2
3
4
FULL NAME (UNITHOLDERS 1)
First Name
Middle Name
Last Name
ENTITY NAME (UNITHOLDERS 1)
If not a person
PERCENTAGE (UNITHOLDERS 1)
FULL NAME (UNITHOLDERS 2)
First Name
Middle Name
Last Name
ENTITY NAME (UNITHOLDERS 2)
If not a person
PERCENTAGE (UNITHOLDERS 2)
FULL NAME (UNITHOLDERS 3)
First Name
Middle Name
Last Name
ENTITY NAME (UNITHOLDERS 3)
If not a person
PERCENTAGE (UNITHOLDERS 3)
FULL NAME (UNITHOLDERS 4)
First Name
Middle Name
Last Name
ENTITY NAME (UNITHOLDERS 4)
If not a person
PERCENTAGE (UNITHOLDERS 4)
OTHER UNITHOLDERS
UNIT 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
UNIT 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)
UNIT TRUST NAME #2
*
If first choice is taken
UNIT TRUST/COMPANY ACTIVITY DETAILS
Why are you interested in setting up this Unit Trust/Company?
*
Please Select
Run a business
Invest in property, shares & other investments
Hold assets for family group
Other
Is the new entity required to register for GST?
*
Please Select
Yes
No
Unsure / Seek Advise from Hatcher Advisory
What will be the GST turnover?
*
Please Select
N/A
Less than $75,000
Over $75,000
Unsure / Seek Advise from Hatcher Advisory
Will the new entity have payroll?
*
Please Select
Yes
No
Unsure / Seek Advise from Hatcher Advisory
What will be the estimated withholding amount over the next 12 months?
*
Please Select
N/A
Less than or equal to $25,000
Between $25,00to $1,000,000
Greater than $1,000,000
Unsure / Seek Advise from Hatcher Advisory
How many employees will you have over the next 12 months?
Is the new entity required to register as an employer of working holiday makers?
*
Please Select
N/A
Yes
No
Unsure / Seek Advise from Hatcher Advisory
Would you like us to register for Workcover Insurance and/or Payroll Tax?
*
Please Select
No
Both Workcover and Payroll Tax registrations - $700 + GST for additional costs
Workcover Registration Only - $200 + GST for additional cost
Payroll Tax Registration Only - $500 + GST for additional cost
What will be the estimated remuneration?
*
How many full-time employees will you have?
*
How many part-time/casual employees will you have?
*
Who refer you to us?
Would you like to engage Hatcher Advisory as your tax agent?
*
Please Select
Yes - our team will contact you to arrange a meeting
No
PAYMENT DETAILS
TOTAL AUD INCLUDING SURCHARGE $
TOTAL COST INCLUDING CARD SURCHARGE
*
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