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Unit Trust

Applicant Details

Please let us know your name.

Leave blank if you do not represent an organisation.

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Trust Details

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Additional Services

Printing, Binding & Delivery

There is an additional fee of $93.50 for printing, binding and delivery of your trust documents in a premium leather feel folder.

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ABN Registration

There is an additional fee of $110 for the registration of the company with respect to ABN and GST registration.

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If Yes, we may contact you for further information


Business Name Registration

If you would like to trade under a different business name to your trust name, then you need to register a business name. If you would like to register a business name please complete the below section. There is an additional fee for the registration of a business name.

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Domain Name Registration

There is an additional fee of $71.50 for the registration of a domain name.

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Registration is for 2 years (normally valued at $88.00)


Trustee Details

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For corporate trustees please use the company's registered office address. For individual trustees please use their main contact address which can be a business address or residential address. PO Boxes are generally not acceptable here, only street addresses, and either the street number or lot number must be provided.

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Founder Details

Please enter a founder name

The founder must not be a director of the Trustee company, and should be independent of the Trustee(s) and all Unit Holders.

Please enter a address.

PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.

Please enter a suburb.

Please select a state

Please enter a postcode.

Please select a settlement sum


First Unit Holder

If the unit holder is a trust then please indicate the trustee name here.

Please enter a settlor name


Street Address

PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Please enter a address.

Please enter a city.

Please select a state

Please enter a postcode.


Unitholdings

Please enter the number of units held by this unitholder.

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Click here for an overview of the unit types relevant to our Unit Trust Deed.

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Preview your form before submission


If you need to change or edit any of the above details simply click on previous until you reach the screen where the change is required.

In order to submit the form you must agree to the terms.

Disclaimer: We do not provide legal, accounting, financial or stamp duty advice and therefore take no responsibility for your taxation, legal or other liabilities which may arise from the work we perform on your instructions. We urge you to first obtain legal and accounting advice in relation to your affairs and in particular this transaction.


Payment

Payments are made securely by using your credit card or via Bank Transfer (EFT).
Please be advised we are unable to process your order until we have received payment.

$242.00

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Note our bank account details will be provided on the confirmation screen when you submit your order, as well as in the email confirmation you will receive in your inbox. If you have elected to pay now by credit card then no further payment is required.

Please let us know your message.

Upon submission, you will receive an email with your details for future reference/printing.