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
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 ARE YOU ADDING?
*
Please Select
1
2
3
4
More than 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
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
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
TOTAL AUD $
TOTAL COST
*
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( X )
AUD
Total due on submission
Credit Card Details
First Name
Last Name
Credit Card Number
Security Code
Card Expiration
Submit
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