Name of the Family Trust
*
Example - The Trustee for XYZ Family Trust
Name of the Company(Corporate Trustee)
*
Example - XYZ Pty Ltd
Email address
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Current Residential Address
*
Street Address
Street Address Line 2
City
State
Postal Code
Activity of Trust
Please Select
Transport & Logistics
Property Investment
Cleaning Services
IT & Tech Consulting
Construction & Trades
Retail or E-commerce
Real Estate Services
NDIS or Aged Care
Childcare & Education
Import/Export
Accounting & Tax
Migration Services
Medical or Health Services
Legal Services
Farming or Agriculture
Beauty & Personal Care
Marketing & Design
Hospitality & Events
Automotive Services
Financial Services
Other (Please Specify)
Other (Please Specify)
No. of Trust Beneficiaries ( Trust beneficiaries are individuals or entities entitled to receive benefits)
*
1
2
3
4
5
Beneficiary Details (1)
*
Rows
Name
TFN Number
Date Of Birth
Phone No.
Beneficiary 1
Beneficiary Details (2)
*
Rows
Name
TFN Number
Date of birth
Phone No.
Beneficiary 1
Beneficiary 2
Beneficiary Details (3)
*
Rows
Name
TFN Number
Date of Birth
Phone No.
Beneficiary 1
Beneficiary 2
Beneficiary 3
Beneficiary Details (4)
*
Rows
Name
TFN Number
Date of Birth
Phone No.
Beneficiary 1
Beneficiary 2
Beneficiary 3
Beneficiary 4
Beneficiary Details (5)
*
Rows
Name
TFN Number
Date Of Birth
Phone No.
Beneficiary 1
Beneficiary 2
Beneficiary 3
Beneficiary 4
Beneficiary 5
Upload Driver License or Passport of all Beneficiaries
*
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Notes (If anything to share)
Signature
*
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