Acme Inc.

New Family Trust Setup (AUS)

  1. Instructions

    1. Instructions

  2. Client Information

    1. *Full Name

    2. *Date of Birth

    3. *Address

    4. Phone Number

    5. *Email Address

    6. *Occupation

    7. Tax File Number (TFN)

  3. Trust Information

    1. *Proposed Name of Trust

    2. *Type of Trust

    3. *Purpose of Trust: (e.g., estate planning, asset protection, family wealth management)

    4. *Trust Commencement Date

    5. *Duration of Trust: (e.g., fixed term, perpetual)

  4. Trustee Information

    1. *Primary Trustee(s)

    2. Alternate Trustee(s) (if applicable)

    3. Corporate Trustee (if applicable)

  5. Beneficiary Information

    1. *Primary Beneficiaries

    2. Contingent Beneficiaries (if applicable)

  6. Assets to be Transferred

    1. Real Estate

    2. Investments

    3. Bank Accounts

    4. Personal Assets

  7. Tax and Compliance Information

    1. Australian Business Number (ABN) (if applicable)

    2. Goods and Services Tax (GST) Registration (if applicable)

    3. Tax File Number (TFN) for Trust (if already obtained)

  8. Bank Account Setup

    1. Preferred Bank for Trust Account

    2. Supporting Banking Documents

  9. Legal and Documentation Requirements

    1. Specify if a draft deed is required

    2. Legal Advisor Contact

    3. Documents for Review

  10. Additional Information

    1. Special Instructions or Requests

    2. Estate Planning Considerations

    3. Insurance Needs

  11. Acknowledgment

    1. *Acknowledgment

New Family Trust Setup (AUS)


New Family Trust Setup (AUS)

Acme Inc.



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Instructions

Thank you for your interest in our services. Before we can proceed with incorporating your new trust in Australia, we're going to need some information from you.


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*Response requiredFull Name

*Response requiredDate of Birth

*Response requiredAddress

Phone Number

+31

*Response requiredOccupation

Tax File Number (TFN)

*Response requiredProposed Name of Trust

*Response requiredType of Trust

  • Fixed trust

  • Unit trust

  • Discretionary trust

  • Bare trust

  • Hybrid trust

  • Testamentary trust

  • Charitable trust

  • Superannuation trust

*Response requiredPurpose of Trust: (e.g., estate planning, asset protection, family wealth management)

*Response requiredTrust Commencement Date

*Response requiredDuration of Trust: (e.g., fixed term, perpetual)

*Response requiredPrimary Trustee(s)

    • Full Name

    • Date of Birth

    • Address

    • Phone Number

    • Email Address

    • Occupation

  • Add an item

Alternate Trustee(s) (if applicable)

    • Full Name

    • Date of Birth

    • Address

    • Phone Number

    • Email Address

    • Occupation

  • Add an item

Corporate Trustee (if applicable)

    • Company Name

    • ABN

    • Contact Person

    • Phone

    • Email Address

  • Add an item

*Response requiredPrimary Beneficiaries

Contingent Beneficiaries (if applicable)

Real Estate

    • Property Address

    • Current Market Value

    • Title Deeds

  • Add an item

Investments

    • Type of Investments (e.g., shares, bonds)

    • Current Value

    • Account Details

  • Add an item

Bank Accounts

Personal Assets

Australian Business Number (ABN) (if applicable)

Goods and Services Tax (GST) Registration (if applicable)

Tax File Number (TFN) for Trust (if already obtained)

Preferred Bank for Trust Account

Supporting Banking Documents

Required Documents: (e.g., trust deed, TFN, identification)

Choose filesor drag files here

Specify if a draft deed is required

Do you require a draft trust deed review?

  • Yes

  • No

Legal Advisor Contact

Documents for Review

E.g., identification for trustees, proof of address, etc.

Choose filesor drag files here

Special Instructions or Requests


Estate Planning Considerations

Insurance Needs

*Response requiredAcknowledgment

  1. I/we understand the legal, financial, and administrative processes required to establish the trust.
  2. I/we acknowledge the roles and responsibilities of trustees and beneficiaries as outlined in the trust deed and related documentation.
  3. I/we understand the ongoing obligations of trustees, including the management of trust assets, compliance with legal requirements, and regular reporting to beneficiaries.
  4. I/we confirm that all information provided in this intake form is accurate and complete to the best of my/our knowledge.
  5. I/we understand the importance of maintaining accurate records and complying with all legal and regulatory requirements associated with the trust.
  6. I/we have had the opportunity to seek independent legal, tax, and financial advice regarding the establishment and operation of the trust.
  7. I/we understand that ongoing professional advice may be necessary to ensure the trust remains compliant and effectively managed.
  8. I/we acknowledge that the terms of the trust deed and the structure of the trust may need to be reviewed and possibly amended in the future to reflect changes in circumstances, laws, or regulations.


By checking the box below, I/we confirm that I/we have read, understood, and agree to the above statements.

  • I acknowledge