Discretionary / Unit Trust Establishment

Complete your trust deed establishment questionnaire below. Includes custom drafted trust deed, minutes of trustee meeting, settlor documentation, and ATO ABN & TFN applications.

1. Trust Structure & Jurisdiction

Select the entity type and state governing stamp duty execution.

Part 1 of 4

Proposed Trust Name *

Trust Structure Type *

State / Territory Governing Law *

Settled Sum ($ AUD) * Standard initial settlement amount is $10.

Settlor Full Legal Name * Must be an independent person who cannot be a beneficiary.

2. Trustee Arrangement

Corporate trustees provide superior asset protection and succession simplicity.

Part 2 of 4

Trustee Entity Type *

Corporate Trustee (Pty Ltd) Recommended for limited liability and asset protection.

Individual Trustees Individuals named directly as trustees.

Trustee Company / Individual Name *

Primary Appointor Name * The appointor holds the power to appoint and remove trustees.

3. Beneficiaries & Contact Details

Specify the primary family or corporate beneficiaries entitled to trust distributions.

Part 3 of 4

Primary Beneficiaries Description *

Contact / Applicant Full Name *

Contact Email *

Contact Phone *

Principal Office Postal Address *

4. Tax Registrations & Legal Execution

Australian Taxation Office registrations and statutory deed execution.

Part 4 of 4

Apply for Trust ABN Required for business operations or commercial investments.

Apply for Trust TFN Required for trust annual tax return lodgements.

Statutory Trust Declaration & Authority to Act:

I confirm the accuracy of all trustee, settlor, and beneficiary details provided above. I instruct Tax Bridge Advisory Pty Ltd to prepare the trust deed, minutes of settlement, and lodge ATO registration documents.

I agree to the declaration and authorise trust establishment *

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