Unit Trust Instructions

Establish a unit trust with professional documentation executed by our solicitors.

Please Note: Super Funds & Trusts can take up to 3 days for delivery as they are executed by our Solicitors. Maximum of 4 unit holders. Additional unit holders $11 each including GST.

Trust Details

Trust name and state law

Name of Trust *

Fixed Trust for NSW Land Tax

Do you require the trust to be a fixed trust for NSW Land Tax purposes?

Yes, this is a fixed trust for NSW Land Tax purposes

State Law Applicable *

Delivery Option

Trustee Details

Primary and secondary trustee information

Primary Trustee

Trustee Name *

ACN / Occupation

Directors (if company)

Address *

Second Trustee (Optional)

Trustee Name

ACN / Occupation

Unit Holders

Add up to 5 unit holders (additional charges may apply)

Unit Holder 1

Name

Address

ACN (if company)

Number of Units

Applicant Details

Note: Company Creations products can ONLY be purchased by Qualified Professionals being: REGISTERED Accountants, Book Keepers, Tax Agents, Financial Planners and Advisors and Solicitors. We do NOT deal with the general public.

Firm Name *

Professional Type *

Partner Name

Must be an individual's name registered with an Institute at your firm

Institute

New clients details will be verified with the Institute before an order can be processed

Street Address *

Postal Address

Phone *

No mobile numbers please

Fax

Email *

Payment Method

C.O.D. (Sydney Metro ONLY)Direct Deposit for 7 Day Account PriceDirect Deposit for Prepay PriceOn Account (Current Account Holders ONLY)

Direct Deposit Instructions:

Contact us at 1300 302 155 for bank account details
Please fax or email bank slip upon completion of payment
First time customers must pay using another method for initial order
Orders will not be processed until payment confirmation is received

All documents will be couriered FREE to your office.

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