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Trust set up
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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?
Choose
Yes
No
4A. Whether the beneficiary company is
The beneficiary company can be a new one to be formed or existing one. Please note, however, the existing company should not have any other trading activities.
Choose
Already in existence
To be incorporated
5. Trustee details
Every trust needs a trustee. Either the members of the trust or a company can become the trustee(s) of the trust.
Choose
Company as a trustee
Individual beneficiaries as trustees
B. Details of the beneficiaries
Beneficiary 1
Prefix
Select
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
Beneficiary 2
Prefix
Select
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
Beneficiary 3
Prefix
Select
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
Beneficiary 4
Prefix
Select
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
Beneficiary 5
Prefix
Select
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
Beneficiary company details
Company's ACN
Company's name
Registered address
Proposed beneficiary company name
Option 1
Option 2
Proposed registered address
C. Company as a trustee
Whether the company is
The trustee company can be a new one to be formed or existing one. Please note, however, the existing company should not have any other trading activities.
Choose
Already in existence
To be incorporated
Company details
Company's ACN
Company's name
Registered address
Proposed company's name
Option 1
Option 2
Proposed registered address
C. Details of the trustees
Number of trustees
1
2
3
4
5
Copy details from Beneficiary 1
Trustee 1
Prefix
Select
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
Copy details from Beneficiary 2
Trustee 2
Prefix
Select
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
Copy details from Beneficiary 3
Trustee 3
Prefix
Select
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
Copy details from Beneficiary 4
Trustee 4
Prefix
Select
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
Copy details from Beneficiary 5
Trustee 5
Prefix
Select
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. 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?
Estimation is fine. We would need to enter this information while applying with ATO.
What is likely to be the total annual salary for all employees of the trust?
Estimation is fine. We would need to enter this information while applying with ATO.
How many employees the trust would have in total?
Estimation is fine. We would need to enter this information while applying with ATO.
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