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Form – New Discretionary Trust
Form – New Discretionary Trust
New Discretionary Trust
Step
1
of
6
16%
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
Settlor Details
Settlor Name
(Required)
First
Last
Settlor Address
(Required)
Street Address
City
State
Postcode
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)
Appointer Details
Appointer Name
(Required)
First
Last
Residential Address (Appointer)
(Required)
Street Address
Suburb
State
Postcode
Would you like to add another Appointer
(Required)
Yes
No
Appointer Details (2)
Appointer Name (2)
(Required)
First
Last
Appointer Residential Address (2)
(Required)
Street Address
Suburb
State
Postcode
Would you like to add another Appinter (2)
(Required)
Yes
No
Appointer Details (3)
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.
Appointer Name (3)
(Required)
First
Last
Appointer Residential Address (3)
(Required)
Street Address
Suburb
State
Postcode
Would you like to add another Appointer (3)
(Required)
Yes
No
Appointer 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.
Appointer Name (4)
(Required)
First
Last
Appointer Residential Address (4)
(Required)
Street Address
Suburb
State
Postcode
Would you like to add another Appointer (4)
(Required)
Yes
No
Appointer Details (5)
Appointer Name (5)
(Required)
First
Last
Appointer Address (5)
(Required)
Street Address
Suburb
State
Postcode
Additional Appointer Details
Beneficiary Details
Name – Beneficiary 1
(Required)
First
Last
Address – Beneficiary 1
(Required)
Street Address
Suburb
State
Postcode
Would you like to add another Beneficiary?
(Required)
Yes
No
Beneficiary 2 Details
Name – Beneficiary 2
(Required)
First
Last
Address – Beneficiary 2
Street Address
Suburb
State
Postcode
Would you like to add another Beneficiary (2)?
(Required)
Yes
No
Beneficiary (3) Details
Name – Beneficiary 3
(Required)
First
Last
Address – Beneficiary 3
Street Address
Suburb
State
Postcode
Would you like to add another Beneficiary (3)?
(Required)
Yes
No
Beneficiary (4) Details
Name – Beneficiary 4
(Required)
First
Last
Address – Beneficiary 4
Street Address
Suburb
State
Postcode
Would you like to add another Beneficiary (4)?
(Required)
Yes
No
Beneficiary (5) Details
Name – Beneficiary 5
(Required)
First
Last
Address – Beneficiary 5
Street Address
Suburb
State
Postcode
Additional Beneficiary Details
Shareholders' Agreement
Governing law of the trust
South Australia
Victoria
New South Wales
Australian Capital Territory
Western Australia
Queensland
Other requirements or questions
Comments