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Form – New Unit Trust
Form – New Unit Trust
New Unit Trust
Step
1
of
5
20%
How Can We Reach You?
Your Name
(Required)
First
Last
Your Phone
(Required)
Your Email Address
(Required)
The documents will be emailed to this address
Client Information
Client Name
First
Last
Client Phone
Client Email Address
The invoice will be emailed to this address
Trust Details
Trust Name
Trustee Details
is the Trustee a Company or an Individual
(Required)
Company
Individual
Trustee Name
First
Last
if the Trustee is an Individual
Trustee Address
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name
if the Trustee is a Company
Trustee ACN
if the Trustee is a Company
Trustee Address
Street Address
City
State
Postcode
if the Trustee is a Company
would you like to add another Trustee
(Required)
Yes – add an Individual
Yes – add a Company
No
Trustee Name 2
First
Last
if the Trustee is an Individual
Trustee Address 2
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name 2
if the Trustee is a Company
Trustee ACN 2
if the Trustee is a Company
Trustee Address 2
Street Address
City
State
Postcode
if the Trustee is a Company
would you like to add another Trustee 3
(Required)
Yes – add an Individual
Yes – add a Company
No
Trustee Name 3
First
Last
if the Trustee is an Individual
Trustee Address 3
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name 3
if the Trustee is a Company
Trustee ACN 3
if the Trustee is a Company
Trustee Address 3
Street Address
City
State
Postcode
if the Trustee is a Company
would you like to add another Trustee 4
(Required)
Yes – add an Individual
Yes – add a Company
No
Trustee Name 4
First
Last
if the Trustee is an Individual
Trustee Address 4
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name 4
if the Trustee is a Company
Trustee ACN 4
if the Trustee is a Company
Trustee Address 4
Street Address
City
State
Postcode
if the Trustee is a Company
would you like to add another Trustee 5
(Required)
Yes – add an Individual
Yes – add a Company
No
Trustee Name 5
First
Last
if the Trustee is an Individual
Trustee Address 5
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name 5
if the Trustee is a Company
Trustee ACN 5
if the Trustee is a Company
Trustee Address 5
Street Address
City
State
Postcode
if the Trustee is a Company
Additional Trustees
if there are more Trustees add details here. (Name/ACN/Address/Individual/Company)
Unitholder Details
Unitholder Name
(Required)
First
Last
Address (Unitholder)
(Required)
Street Address
Suburb
State
Postcode
address for notices
Number of Units
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
Value per Unit ($)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
How will the units be held?
Beneficially Held
Non-Beneficially Held
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units Non-beneficially held means the units are held on behalf of someone else—usually under a trust or custodial arrangement.
Non-Beneficially Held Details
if non-beneficially, please provide full details of the trust or other non-beneficial owners
Would you like to add another Unitholder?
(Required)
Yes
No
Unitholder Details (2)
Unitholder Name (2)
(Required)
First
Last
Unitholder Address (2)
(Required)
Street Address
Suburb
State
Postcode
Number of Units (2)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
($) Value per Unit (2)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
How will the units be held? (2)
Beneficially Held
Non-Beneficially Held
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units Non-beneficially held means the units are held on behalf of someone else—usually under a trust or custodial arrangement.
Non-Beneficially Held Details (2)
if non-beneficially, please provide full details of the trust or other non-beneficial owners
Would you like to add another Unitholder (2)
(Required)
Yes
No
Unitholder Details (3)
Unitholder Name (3)
(Required)
First
Last
Unitholder Address (3)
(Required)
Street Address
Suburb
State
Postcode
Number of Units (3)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
($) Value per Unit (3)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
How will the units be held? (3)
Beneficially Held
Non-Beneficially Held
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units Non-beneficially held means the units are held on behalf of someone else—usually under a trust or custodial arrangement.
Non-Beneficially Held Details (3)
if non-beneficially, please provide full details of the trust or other non-beneficial owners
Would you like to add another Unitholder (3)
(Required)
Yes
No
Unitholder Details (4)
Please advise if any existing director is to resign, or if a new director is to be appointed in conjunction with the new shareholders’ agreement.
Unitholder Name (4)
(Required)
First
Last
Unitholder Address (4)
(Required)
Street Address
Suburb
State
Postcode
Number of Units (4)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
($) Value per Unit (4)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
How will the units be held? (4)
Beneficially Held
Non-Beneficially Held
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units Non-beneficially held means the units are held on behalf of someone else—usually under a trust or custodial arrangement.
Non-Beneficially Held Details (4)
if non-beneficially, please provide full details of the trust or other non-beneficial owners
Would you like to add another Unitholder (4)
(Required)
Yes
No
Unitholder Details (5)
Appointer Name (5)
(Required)
First
Last
Unitholder Address (5)
(Required)
Street Address
Suburb
State
Postcode
Number of Units (5)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
($) Value per Unit (5)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
How will the units be held? (5)
Beneficially Held
Non-Beneficially Held
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units Non-beneficially held means the units are held on behalf of someone else—usually under a trust or custodial arrangement.
Non-Beneficially Held Details (5)
if non-beneficially, please provide full details of the trust or other non-beneficial owners
Additional Unitholder Details
Other Questions
Governing law of the trust
South Australia
Victoria
New South Wales
Australian Capital Territory
Western Australia
Queensland
Other requirements or questions
Comments