NEW UNIT TRUST SET UP Please complete the details below and return to us. We will then liaise with the lawyers to establish the trust in accordance with your directions.1. Proposed trust identifiers:Proposed trust name:Registered address:Email* 2. Proposed trustee/s:Please nominate the trustee/s from the following:Corporate TrustIndividual TrustNew or existing company:New companyExisting companyPlease complete the New Company Set Up form. We will assist with establishing the company and will advise you of the ACN.Company nameRegistered addressACNGiven & Family nameAddressDate Place of BirthTax File Number3. Proposed beneficiaries:Please provide details of the proposed unit holders:Unitholder 1Given name / Entity nameFamily name / ACNMaiden name (if applicable)AddressDate of Birth Place of BirthTax File NumberUnitholder 2Given name / Entity nameFamily name / ACNMaiden name (if applicable)AddressDate of Birth Place of BirthTax File NumberUnitholder 3Given name / Entity nameFamily name / ACNMaiden name (if applicable)AddressDate of Birth Place of BirthTax File NumberUnitholder 4Given name / Entity nameFamily name / ACNMaiden name (if applicable)AddressDate of Birth Place of BirthTax File NumberIf more than four shareholders are required, please provide details on a separate page.4. Jurisdiction:Which jurisdiction’s laws apply to the company?(e.g. Victoria, Australia)5. Meeting to establish the trust:Date Time : HH MM AM PM AddressAdditional Documentation Drop files here or Accepted file types: jpg, gif, jpeg, png, jpg, jpeg, doc, docx, pdf, txt, zip. Signature*Chairperson I agree to the Terms & Conditions This iframe contains the logic required to handle AJAX powered Gravity Forms.
