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Trust Registration Checklist
Trust Registration Checklist
Trust name (if possible, please provide three names, just in case the name is taken.)
Trust name 1*
Trust name 2*
Trust name 3*
Registered address*
Street Address City State / Province / Region ZIP / Postal Code Country

Appointer information
First Name*
Family Name*
TFN*
Contact number*
Registered address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email address*
Please provide us a passport photo page to copy for document backup
Drop files here or
New Appointer
- Add new appointer
Appointer information
First Name*
Family Name*
TFN*
Contact number*
Registered address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email address*
Please provide us a passport photo page to copy for document backup
Drop files here or
New Appointer
- Add new appointer
Appointer information
First Name*
Family Name*
TFN*
Contact number*
Registered address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email address*
Please provide us a passport photo page to copy for document backup
Drop files here or
New Appointer
- Add new appointer
Appointer information
First Name*
Family Name*
TFN*
Contact number*
Registered address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email address*
Please provide us a passport photo page to copy for document backup
Drop files here or
New Appointer
- Add new appointer
Appointer information
First Name*
Family Name*
TFN*
Contact number*
Registered address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email address*
Please provide us a passport photo page to copy for document backup
Drop files here or
New Appointer
- Add new appointer
Appointer information
First Name*
Family Name*
TFN*
Contact number*
Registered address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email address*
Please provide us a passport photo page to copy for document backup
Drop files here or

Trustee*
- Individual
- Company
Company existing?*
- Yes
- No
If not, please fill in the company regisration form
Individual Trustee information
Place of birth*
TFN*
Residential Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email address*
Please provide us a passport photo page to copy for document backup
Drop files here or

Accepted file types: jpg, gif, png, pdf.
Trustee company information
If existing company, please provide information as follows:
ACN*
Company Name*
Company Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Company director*
Director email address*

Beneficiary information
Name of beneficiary*
TFN*
Confirm if beneficiary is Australian resident for tax purpose*
- Yes
- No
Beneficiaries' email address*
Beneficiaries' residential address*
Street Address City State / Province / Region ZIP / Postal Code Country
Please provide us a passport photo page to copy for document backup
Drop files here or
New beneficiary
- Add new beneficiary
Beneficiary information
Name of beneficiary*
TFN*
Confirm if beneficiary is Australian resident for tax purpose*
- Yes
- No
Beneficiaries' email address*
Beneficiaries' residential address*
Street Address City State / Province / Region ZIP / Postal Code Country
Please provide us a passport photo page to copy for document backup
Drop files here or
New beneficiary
- Add new beneficiary
Beneficiary information
Name of beneficiary*
TFN*
Confirm if beneficiary is Australian resident for tax purpose*
- Yes
- No
Beneficiaries' email address*
Beneficiaries' residential address*
Street Address City State / Province / Region ZIP / Postal Code Country
Please provide us a passport photo page to copy for document backup
Drop files here or
New beneficiary
- Add new beneficiary
Beneficiary information
Name of beneficiary*
TFN*
Confirm if beneficiary is Australian resident for tax purpose*
- Yes
- No
Beneficiaries' email address*
Beneficiaries' residential address*
Street Address City State / Province / Region ZIP / Postal Code Country
Please provide us a passport photo page to copy for document backup
Drop files here or
New beneficiary
- Add new beneficiary
Beneficiary information
Name of beneficiary*
TFN*
Confirm if beneficiary is Australian resident for tax purpose*
- Yes
- No
Beneficiaries' email address*
Beneficiaries' residential address*
Street Address City State / Province / Region ZIP / Postal Code Country
Please provide us a passport photo page to copy for document backup
Drop files here or
New beneficiary
- Add new beneficiary
Beneficiary information
Name of beneficiary*
TFN*
Confirm if beneficiary is Australian resident for tax purpose*
- Yes
- No
Beneficiaries' email address*
Beneficiaries' residential address*
Street Address City State / Province / Region ZIP / Postal Code Country
Please provide us a passport photo page to copy for document backup
Drop files here or

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Home
Services
Our Team
Register
Events & Insights
About Us
简体中文