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Trust setup
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Trust setup
A. Details of the trust
1. Name of the trust
Option 1
Option 2
2. Contact details
Contact number
Email address
3. Number of individuals who will be the beneficiaries of the trust
1
2
3
4
5
4. Do you want to add company as a beneficiary as well?
yes
no
HTML
5. Trustee details
Company as a trustee
Individual beneficiaries as trustees
B. Details of the settlor:
1
2
3
4
Shareholder/director 1
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Residential Address
Settlement Sum
Tax file number
Contact number
E mail
C. Details of the beneficiaries
Beneficiary 1
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
Email
Address
Tax file number
D. Details of the trustee company
Whether the company is
Choose
Already in existence
To be incorporated
E. Details of the trustees
Number of shareholder/director
1
2
3
4
5
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
Email
Address
Tax file number
F. Additional details of the trust
Do you need to register your trust ABN for GST?
Yes
No
Do you need to register your trust ABN for PAYG withholding?
Yes
No
What is likely to be the annual turnover for the trust in a financial year?
What is likely to be the total annual salary for all employees of the trust?
How many employees the trust would have in total?
Submit
A. Details of the trust
1. Name of the trust
Option 1
Option 2
2. Contact details
Contact number
Email address
3. Number of individuals who will be the beneficiaries of the trust
1
2
3
4
5
4. Do you want to add company as a beneficiary as well?
yes
no
HTML
5. Trustee details
Company as a trustee
Individual beneficiaries as trustees
B. Details of the settlor:
1
2
3
4
Shareholder/director 1
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Residential Address
Settlement Sum
Tax file number
Contact number
E mail
C. Details of the beneficiaries
Beneficiary 1
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
Email
Address
Tax file number
D. Details of the trustee company
Whether the company is
Choose
Already in existence
To be incorporated
E. Details of the trustees
Number of shareholder/director
1
2
3
4
5
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
Email
Address
Tax file number
F. Additional details of the trust
Do you need to register your trust ABN for GST?
Yes
No
Do you need to register your trust ABN for PAYG withholding?
Yes
No
What is likely to be the annual turnover for the trust in a financial year?
What is likely to be the total annual salary for all employees of the trust?
How many employees the trust would have in total?
Submit
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