Unit Trust Setup Form

Would you like to set up a Unit Trust? Please complete the form below and click ‘submit’ and we’ll get back to you as soon as possible.

Personal Details
Title *
First name *
Last name *
Age *
Email *
What’s is the best time to contact you? *
If other time, please specify
Preferred phone *
Postcode *
Proposed Trust Details
What do you wish to name your Unit Trust?
State of operation
If, NSW, will the Trust trade in property?
Price of each unit (usually $1)
Do you have an existing company you want to be the trustee?
Company ACN
Registered Office Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
If you don’t have a corporate trustee, would you like to set up a company to act as the trustee of your Unit Trust?
Individual Trustee or Director of Corporate Trustee Details
First Name
Surname
Date of Birth / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Unit Holder details
How many unit holders do you wish to have in your unit trust?
Unit Holder 1
First Name/Company name/ Trust Name
Surname/ACN if applicable
Date of birth (if applicable) / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Number of units
Unit Holder 2
First Name/Company name/Trust name
Surname/ACN if applicable
Date of birth (if applicable) / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Number of units
Unit Holder 3
First Name/Company name/Trust name
Surname/ACN if applicable
Date of birth (if applicable) / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Number of units
Unit Holder 4
First Name/Company name/Trust name
Surname/ACN if applicable
Date of birth (if applicable) / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Number of units
Payment Option
Card Type *
Card Holders Name *
Card Number *
Card Expiry Date *
3 Digit Verification number at back of card *
Other information:
Is there anything else you we can help you with?
Where did you hear about us?
If Employer or Association please specify:

Unit Trust Setup Form

Unit Trust Setup Form

Personal Details

Proposed Trust Details

Individual Trustee or Director of Corporate Trustee Details

Unit Holder details

Payment Option

Other information: