Australian Trust Registration

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Email address and confirm email address must be same.

What type of trust do you prefer?

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Discretionary Trust or Unit Trust Can be registered using our service.

What name do you wish the Trust to have?

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You are free to choose any suitable name for your Trust. We advise that this name should be appropriate and reflects the nature of the Trust's business (if applicable), i.e Smith Family Trust, Smith Unit Trust, Smith Discretionary Trust

What date will the deed be established?

Please, enter the date of trust establishing

Which jurisdiction's laws apply to the Trust Deed?

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When selecting the jurisdiction, the state laws will apply to the Trust Deed, your answers will have the effect of an agreement between the Trustee and Unit Holders / and or beneficiaries defining the laws of the state where the trust is established. You should select the state in which the Trust Deed is executed. Different stamp duty rates apply in different states. Rates of stamp duty: Vic $200; NSW $500 plus $10 per counterpart; NT $20 plus $5 per counterpart; TAS $50; WA, QLD & ACT – have no stamp duty payable (please check state rules for changes).

What is the name of the settlor for the trust?

Unacceptable word used in personal name Can't be blank
Unacceptable word used in personal name
Unacceptable word used in personal name Please complete this field Can't be blank
It’s advisable not to specify individuals as settlor who are to be beneficiaries or trustees or whose spouse or children are to be beneficiaries of the Trust now or in the future. This supports and adds strengths existence of the Discretionary Trust.

What is the settlor's address?

Settlor presently resides Overseas

How much will the settlor be contributing to settle the trust?

Can't be blank The value is not a valid integer
The Trust will be properly legally constituted if an amount of money is settled on the Trust. It is advisable that the minimum settlement sum is at least $10.00.

What is the price for ordinary units?

Can't be blank The value is not a valid integer

How many joint holdings will there be?

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Unit-holders may jointly hold units in the Unit Trust. For example up to 3 persons may jointly own a unit rather than each having to purchase 1 unit. Please note, there are implications for the unit-holders if they choose to hold a unit jointly. Legal advice should be sought. Alternative is to allocate separate title of units.

How many Unit Holders will there be?

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Each unit holder is similar to a shareholder in a company and percentage of ownership is based on percentage of units held in a unit trust.
Joint Unit Holder {{$index+1}} of {{trust.jointHolders.length}}
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Unit Holder {{$index+1}}
Sole Unit Holder {{$index+1}} of {{trust.soleHolders.length}}
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Appointor

The Appointor's role is to replace/remove the Trustee as required. It’s optional whether an appointor is appointed for a discretionary trust. It is advisable to consider whether an appointor is required and legal advice should be sought especially in situations of death or insolvency of trustee

How many trustees will there be?

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Trustee {{$index+1}} of {{trust.trustees.length}}

The trustee must attend the meeting to establish the trust

Where and when will the meeting be held?
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Please, enter the date of meeting
Please, enter the time of meeting
Who will chair the meeting?
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How many beneficiaries will the Trust have when established?

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Beneficiary is entitled to receive net income/capital of the trust. Selection is important. If the Trust ever changes trustees at a time when the Trust has selected types of assets (e.g real estate/land) that are primarily situated in New South Wales or the ACT (ONLY). If the Trust does alter/change trustees and at that time the Trust Deed does not exclude the trustee from being a beneficiary, then stamp duty may apply on on the transfer of those assets to the new trustee. (Other states do not have this stamp duty levy rely on change of trustees)
Beneficiary {{$index+1}} of {{trust.beneficiaries.length}}

I would like to register for the following:

for my new trust for just $50.
  • Every NEW trust needs its own Australian Business Number(ABN), Tax File Number(TFN) and GST.
  • GST is required if annual turnover exceeds $75k.
  • Same business day registration and delivery by Tax Agent.

Please provide personal TFN of:

Can't be blank Invalid TFN entered, please try again
{{director.checkDate.invalidMessage}}
Personal TFN are 9-digit numbers.
Trustee's TFN must be provided in order to get trust’s ABN,
otherwise it will be rejected by ABR.

Please provide description of the business your trust will be conducting:

Can't be blank Can't be more than 40 characters

Annual expected turnover of trust?

How often will the trust lodge GST?

If your Turnover exceeds $75k per financial year you must report GST on a quarterly basis. If turn over is less than $75k per year annual option is available.

Does the trust intend to account for GST on a Cash basis?

GST is payable on income derived on a Cash basis, when income is received from the Customer.
GST may be claimed on expenses when physical payment is made to a GST registered supplier.
GST is payable on income derived on a Accruals basis, when and invoice is issued to the Customer (irrespective when a payment is made).
GST may be claimed on expenses incurred when supplier presents you with a tax invoice.

Do you import goods or services into Australia?

Purchase first year of Accounting and Taxation service at 50% Discount.
Special introduction price to Company123 customers of ${{specialFee}}.

Company123 Pty Ltd is a registered Tax agent #25873469 with over 20 years local & International Tax experience, backed up by Charted Accountant.

Special discounted price included preparation of Company financial accounts and Tax returns. (50% Discount!)

Please, enter your name

Unacceptable word used in personal name Can't be blank
Unacceptable word used in personal name
Unacceptable word used in personal name Please complete this field Can't be blank
Can't be blank

Summary of your order

Our Fees of $AUD 109 includes all required legal documents
Printing, Binding and Courier in a durable document case for $AUD 55 (exc. GST)
Would you like to order documents delivery?
Total Cost
{{item.name}} $AUD {{item.amount}}

Any Printing orders before 10 AM will be delivered on the same day in Sydney metro area.
All other orders will be delivered next working day.

Where do you want us to deliver your company documents?

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Are there any special printing or delivery instructions?

In Special Printing or delivery insructions please instruct us on issues such as


  • OK to leave at front door
  • Any other instruction
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Trust Information

Edit
What is the name of the Trust? {{trust.trustName}}
When will the deed be established? {{trust.dateEstablished | date: 'dd/MM/yyyy'}}
Which jurisdiction's laws apply to the Trust Deed? {{trust.jurisdictionState.name}}
What is the name of the settlor? {{trust.settlor ? getFullNameSkipNulls(trust.settlor) : ''}}
What is the settlor's address? {{getAddressString(trust.settlor)}}
How much is the settlor contributing to settle the trust? {{trust.settlor.settledSum}}
What type of trust do you prefer? {{trust.trustType}}

Unit Holders / Appointors

Edit
What is the price for ordinary units? {{trust.ordinaryUnitsPrice}}
Joint Unit Holder {{$index+1}} of {{trust.jointHolders.length}}
Name of another trust for which the unitholder holds the units
{{jointHolder.anotherTrustName}}
Unit Holder {{$index + 1}}
Will it execute the Trust Deed by affixing its common seal?
{{person.isExecuteCommonSeal}}
Who will witness the affixing of the unit holder's common seal to the Trust Deed?
Who will sign the Trust Deed on behalf of the unit holder?
Two directors:
Director and a secretary:
Sole director and the company secretary:
Sole director (who is also the company secretary):
{{person.firstTrustDeedPerson}}
{{person.secondTrustDeedPerson}}
{{person.firstTrustDeedPerson}}
Name: {{person.firstName}} {{person.middleName}} {{person.lastName}} {{person.name}}
ACN: {{person.registrationNumber}}
Sole Unit Holder {{$index+1}} of {{trust.soleHolders.length}}
Name of another trust for which the unitholder holds the units
{{person.anotherTrustName}}
Will it execute the Trust Deed by affixing its common seal?
{{person.isExecuteCommonSeal}}
Who will witness the affixing of the unit holder's common seal to the Trust Deed?
Who will sign the Trust Deed on behalf of the unit holder?
Two directors:
Director and a secretary:
Sole director and the company secretary:
Sole director (who is also the company secretary):
{{person.firstTrustDeedPerson}}
{{person.secondTrustDeedPerson}}
{{person.firstTrustDeedPerson}}
Name: {{person.firstName}} {{person.middleName}} {{person.lastName}} {{person.name}}
ACN: {{person.registrationNumber}}
Appointor
Name: {{person.firstName}} {{person.middleName}} {{person.lastName}} {{person.name}}
ACN: {{person.registrationNumber}}

Trustees / Beneficiaries

Edit
Trustee {{$index + 1}} of {{trust.trustees.length}}
Name: {{person.firstName}} {{person.middleName}} {{person.lastName}} {{person.name}}
ACN: {{person.registrationNumber}}
Beneficiary
Name: {{person.firstName}} {{person.middleName}} {{person.lastName}} {{person.name}}
ACN: {{person.registrationNumber}}
Customer name {{getFullName(trust.customer)}}
Contact Phone {{trust.applicantPhone}}

Where do you want us to deliver your company documents?

Delivery Address:
{{trust.deliveryAddress}}

Special Delivery Instructions

Instruction:
{{trust.instructions}}
Agreement
You must uphold an agreement. I / we apply for the establishment of a trust on the basis of the information submitted in the form. I / we have the necessary consent and agreements from the individuals named in the form to fulfil their specified roles. The information provided in this application and in any annexures is true and correct at the time of signing.
 
I / we acknowledge that any changes that have to be made to the trust due to error or mistake may be subject to a nominal fee which is subject to the Company123 support staff discretion.