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

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

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

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

 

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