Trust Formation

Once you have made up your mind it is relatively straightforward to form a trust. Please provide us with the below mentioned basic information so that we have a starting point. We will then call you and discuss over the phone.

Online Trust Formation Form

Name of the Trust: (Proposed) *
Please choose a type of the Trustee:
An IndividualA CompanyMixed (If choosing this option, please advise via a separate email)
If choosing a company trustee; please advise the proposed name of the company you wish to register? Please note: While trust names are generally available, company names may sometimes be unavailable, If your proposed company name is unavailable we may get in touch with you to request a different name. We recommend considering three distinct names for the company, just in case.
How many trustees will manage or control the Trust? *

Please provide names of trustees if multiple trustees are involved in the management of the trust:

(In case of a corporate trustee, please note names may not always be available, hence we ask you to provide at least three potential company names, we will try and register as per the order of priority chosen by you)
Individual Trustee Name - 1 / Company Name - 1
Individual Trustee Name - 2 / Company Name - 2
Individual Trustee Name - 3 / Company Name - 3
Company -Address (if company is to be the trustee):
Please advise the number of director's in the company ? (Note: If there shall be 2 people controlling the trust, both would generally go in as directors)

If you chose a corporate Trustee / Company as a trustee then complete below

Corporate Trustee / Company Director - 1
First Name
Last Name
TFN & Date of Birth: We also need your TFN and DOB however due to privacy reasons we are not requesting this information via this form. Kindly either call us on 0386091889 or text it to your relationship manager's mobile phone. Please do not email TFN numbers and DOB's to us.
Place of Birth (Home city town & Country)
Mobile Number
Email Address
Home Address
Shareholding Percentage Please Note :If company director and shareholder are same then only provide percentage here.
Corporate Trustee / Company Director - 2
First Name
Last Name
TFN & Date of Birth: We also need your TFN and DOB however due to privacy reasons we are not requesting this information via this form. Kindly either call us on 0386091889 or text it to your relationship manager's mobile phone. Please do not email TFN numbers to us.
Place of Birth (Home city town & Country)
Mobile Number
Email Address
Home Address
Shareholding Percentage Please Note: Generally, 1 director is 100%, 2 directors is 50% each.
If you wish to share any additional information pertaining the company formation, please share below, including the details of a 3rd director (if applicable):
Director Name, Home Address ,DOB ,Place of Birth , Mobile Number , Email Address, Shareholding percentage

If you have choose An individual as a trustee then complete below

Individual Trustee - 1
First Name
Last Name
TFN & Date of Birth We also need your TFN and DOB however due to privacy reasons we are not requesting this information via this form. Kindly either call us on 0386091889 or text it to your relationship manager's mobile phone. Please do not email TFN numbers to us.
Home Address
Individual Trustee - 2
First Name
Last Name
TFN & Date of Birth We also need your TFN and DOB however due to privacy reasons we are not requesting this information via this form. Kindly either call us on 0386091889 or text it to your relationship manager's mobile phone. Please do not email TFN numbers to us.
Home Address
Attach ID of the Trustee/Director - 1
Attach ID of the Trustee/Director - 2
Please state the number of primary beneficiaries in the Trust ? (Minimum number of beneficiaries is 2, but you can have more than 2 if needed)
Please choose the type of beneficiary:
An individualA company (Please provide details separately via an email)Another trust (Please provide details separately via email)

If you have chosen an individual as a beneficiary then kindly complete below

Individual Beneficiary - 1
First Name
Last Name
Home Address
Individual Beneficiary - 2
First Name
Last Name
Home Address
If the trust needs to have more than 2 individual beneficiaries then please provide information below:
First Name, Last Name, Home Address
Description of main business activity *
Example : (Setting up a business, purchase of a property)
Please type any additional information pertaining the trust formation that you'd like us to make a note of:
Did you wish to register for GST? *
YesNo
If you answered yes to the above, what do you expect the annual turnover to be? Answer Example: $120,000 P.A
Terms & Conditions of form submission *
I accept the terms and conditions of this form submission.

Verification

Please enter any two digits with no spaces *
This box is for spam protection - please leave it blank:

Comments are closed.