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 Trust
- Individual Trust
New or existing company:
- New company
- Existing company
Please complete the New Company Set Up form. We will assist with establishing the company and will advise you of the ACN.
Company name
Registered address
ACN
Given & Family name
Address
Date
Place of Birth
Tax File Number
3. Proposed beneficiaries:
Please provide details of the proposed unit holders:
- Unitholder 1
- Given name / Entity name
- Family name / ACN
- Maiden name (if applicable)
- Address
- Date of Birth
- Place of Birth
- Tax File Number
- Unitholder 2
- Given name / Entity name
- Family name / ACN
- Maiden name (if applicable)
- Address
- Date of Birth
- Place of Birth
- Tax File Number
- Unitholder 3
- Given name / Entity name
- Family name / ACN
- Maiden name (if applicable)
- Address
- Date of Birth
- Place of Birth
- Tax File Number
- Unitholder 4
- Given name / Entity name
- Family name / ACN
- Maiden name (if applicable)
- Address
- Date of Birth
- Place of Birth
- Tax File Number
If 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
Address
Additional 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

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NEW UNIT TRUST SET UP

1. Proposed trust identifiers:

2. Proposed trustee/s:

3. Proposed beneficiaries:

Unitholder 1

Unitholder 2

Unitholder 3

Unitholder 4

4. Jurisdiction:

5. Meeting to establish the trust:

Our Partners

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CGD Partners Pty Ltd

86 High St, Berwick, Victoria, 3806

Level 17 / 31 Queen Street, Melbourne VIC 3000

Copyright CGD Partners 2016