Trust Registration Form – The Aussie Accounting

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At Aussie Accounting, we value the importance of understanding our clients’ needs and delivering tailored financial solutions. To ensure a smooth and efficient process, we kindly ask our clients to complete our Client Engagement Form.

Trust Registration form

What Type Of Trust Do You Prefer?

Unity Trust

Family Trust

Proposed Trust Name

Name Of Trustee

Select State

Name Of Settler

First Name

Middle Name

Last Name

Address

Address Line 1

Address Line 2

Surburb

State

Post Code

Numbers of Appointers

1

2

Appointer 1

Is the Appointor Individual or Company?

Individual

Company

First Name

Middle Name

Last Name

Address

Address Line 1

Address Line 2

Surburb

State

Post Code

Company Name

Company Name

Select Type Of Company

ACN

ABN

Registerd Address

Address Line 1

Address Line 2

Surburb

State

Post Code

Appointer 2

Is the Appointor Individual or Company?

Individual

Company

First Name

Middle Name

Last Name

Address

Address Line 1

Address Line 2

Surburb

State

Post Code

Company Name

Company Name

Select Type Of Company

ABN

ACN

Registerd Address

Address Line 1

Address Line 2

Surburb

State

Post Code

Number of Beneficiaries?

Beneficiary 1

First Name

Middle Name

Last Name

Address

Address Line 1

Address Line 2

Surburb

State

Post Code

Beneficiary 2

First Name

Middle Name

Last Name

Address

Address Line 1

Address Line 2

Surburb

State

Post Code

Beneficiary 3

First Name

Middle Name

Last Name

Address

Address Line 1

Address Line 2

Surburb

State

Post Code

Beneficiary 4

First Name

Middle Name

Last Name

Address

Address Line 1

Address Line 2

Surburb

State

Post Code

I would like to register for the following:

Australian Business Number “ABN”

Tax File Number “TFN”

Goods & Services Tax “GST”

I have read and agree to the Terms and Conditions and Privacy Policy

Proof of ID

Choose File

Signature

Sign Here

Trusted tax, accounting, and advisory services for individuals and businesses across Australia. We simplify compliance and help you stay financially confident.

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