New Corporate Trustee & Trust Order Form

Corporate Trustee Company Name - Option 1

Corporate Trustee Company Name - Option 2

Discretionary Trust Name

Trust Settlement

State of Registration

Principal Place of Business

Does this trust intend to acquire an interest in residential property in NSW? * *

Yes No

Registration Details

Nature of Business

Tax Registrations

GST PAYG Withholding

Xero File Set Up

Yes No

Party Details - Director / Shareholder / Beneficiary #1

Party #1

Surname

Given Name/s

Former Surname (If Applicable)

Address

Phone

Date of Birth

Place of Birth

Tax File Number

Director ID

More Information

If you need to apply for your Director ID, please follow the link https://www.abrs.gov.au/director-identification-number/apply-director-identification-number

As Trustee For (If not Beneficially Held)

Total Amount of Shares

Shares Beneficially Held (Y/N)

Party Details - Director / Shareholder / Beneficiary #2 (If Applicable)

Party #2

Surname

Given Name/s

Former Surname (If Applicable)

Address

Phone

Date of Birth

Place of Birth

Tax File Number

Director ID

More Information

If you need to apply for your Director ID, please follow the link https://www.abrs.gov.au/director-identification-number/apply-director-identification-number

As Trustee For (If not Beneficially Held)

Total Amount of Shares

Shares Beneficially Held (Y/N)

Party Details - Director / Shareholder / Beneficiary #3 (If Applicable)

Party #3

Surname

Given Name/s

Former Surname (If Applicable)

Address

Phone

Date of Birth

Place of Birth

Tax File Number

Director ID

More Information

If you need to apply for your Director ID, please follow the link https://www.abrs.gov.au/director-identification-number/apply-director-identification-number

As Trustee For (If not Beneficially Held)

Total Amount of Shares

Shares Beneficially Held (Y/N)