Discretionary Trust Establishment with Corporate Trustee Registration

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Discretionary Trust Establishment with Corporate Trustee Registration

To register a Company, please complete the below information. Please note, the documents provided will depend on your answers below so please confirm all information provided is accurate.

Before submitting your order form, please ensure you have confirmed the availability of the proposed company name.

Please note, processing delays may occur if all details are not provided.

East Coast Incorporations Pty Ltd
ACN 162 452 566 | ABN 89 162 452 566
contact@eastcoastinc.com.au
PO Box 3767, Australia Fair QLD 4215
PH: (07) 55 608 615

Client Acknowledgement

This content has been prepared by East Coast Incorporations Pty Ltd ABN 89 162 452 66 for general information only and is not a recommendation or advice to set up an entity. Before acting on any information contained herein, you should consider if it is suitable for you. You should also consider seeking professional advice. East Coast Incorporations does not provide any advice and is a document preparation service only.

Client Acknowledgement

I understand & agree to continue

Trust Details

Please fill out the following trust details for the discretionary trust establishment with corporate trustee registration

Trust Name

Contact Number

Trust Jurisdiction

QLD

NSW

VIC

ACT

TAS

Trust Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Postal Address

As Above

Postal Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Briefly, what will this company/trust be used for?

Who is paying our fee?

Referring Firm

Client

Someone Else

Who?

Trustee Type?

Individual Trustees

Existing Company to act as Corporate Trustee

New Company to act as Corporate Trustee

Individual Trustees

Please fill out the following Individual Trustees details.

Trustee 1

Please fill out the following Trustee 1 details.

First Name

Middle Name

Last Name

D.O.B

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Do you want to add more Trustee’s?

Yes

Trustee 2

Please fill out the following Trustee 2 details.

First Name

Middle Name

Last Name

D.O.B

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Do you want to add more Trustee’s?

Yes

Trustee 3

Please fill out the following Trustee 3 details.

First Name

Middle Name

Last Name

D.O.B

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Do you want to add more Trustee’s?

Yes

Trustee 4

Please fill out the following Trustee 4 details.

First Name

Middle Name

Last Name

D.O.B

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Do you want to add more Trustee’s 4?

Yes

Trustee 5

Please fill out the following Trustee 5 details.

First Name

Middle Name

Last Name

D.O.B

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Do you want to add more Trustee’s 5?

Yes

Trustee 6

Please fill out the following Trustee 6 details.

First Name

Middle Name

Last Name

D.O.B

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Existing Company to act as Corporate Trustee

Please fill out the following Existing Company details for the discretionary trust establishment with corporate trustee registration

Company Name

ACN

Registration Date

Registered Office Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer 1 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

TFN

D.O.B

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more Officers?

Yes

Officer 2 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

TFN

D.O.B

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more Officers?

Yes

Officer 3 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

TFN

D.O.B

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more Officers?

Yes

Officer 4 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

TFN

D.O.B

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more Officers?

Yes

Officer 5 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

TFN

D.O.B

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more Officers?

Yes

Officer 6 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

TFN

D.O.B

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Corporate Trustee – New Company Registration Details

Please fill out the following Officer details for the Corporate Trustee registration

Proposed Company Name

State of Incorporation

QLD

NSW

VIC

ACT

TAS

Has this company name been reserved with ASIC?

Yes

Reservation Number

Company Addresses

Please fill out the following Company Addresses for the discretionary trust establishment with corporate trustee registration

Registered Office Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Principal Place of Business

As Above

Principal Place of Business

Address Line 1

Address Line 2

City

State

Zip Code

Country

Postal Address

As Above

Postal Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Does the Company occupy the Registered Office

Yes

Occupier

Officer Details

Please fill out the following Officer details for the Corporate Trustee registration

Officer 1 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

TFN

D.O.B

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more officers?

Yes

Officer 2 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

TFN

D.O.B

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more officers?

Yes

Officer 3 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

D.O.B

TFN

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more officers?

Yes

Officer 4 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

D.O.B

TFN

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more officers?

Yes

Officer 5 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

D.O.B

TFN

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Do you want to add more officers?

Yes

Officer 6 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

D.O.B

TFN

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Residential Address

Address Line 1

Address Line 2

City

State of Birth

Zip Code

Country of Birth

Member Details

Please fill out the following member details for the corporate trustee registration.

Member 1 Details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Is the shareholder a Beneficial Owner?

Yes

Provide Entity Name

Number of Shares

Share Class

Price Per Share

Do you want to add more Members?

Yes

Member 2 Details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Is the shareholder a Beneficial Owner?

Yes

Provide Entity Name

Number of Shares

Share Class

Price Per Share

Do you want to add more Members?

Yes

Member 3 Details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Is the shareholder a Beneficial Owner?

Yes

Provide Entity Name

Number of Shares

Share Class

Price Per Share

Do you want to add more Members?

Yes

Member 4 Details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Is the shareholder a Beneficial Owner?

Yes

Provide Entity Name

Number of Shares

Share Class

Price Per Share

Do you want to add more Members?

Yes

Member 5 Details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Is the shareholder a Beneficial Owner?

Yes

Provide Entity Name

Number of Shares

Share Class

Price Per Share

Do you want to add more Members?

Yes

Member 6 Details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Is the shareholder a Beneficial Owner 6?

Yes

Provide Entity Name

Number of Shares

Share Class

Price Per Share

Beneficiary details

Please fill out the following beneficiary details for the discretionary trust.

Beneficiary details 1

Details as per Trustee 1 details

Yes

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date of Birth

Beneficiary Type

Primary Beneficiary

Secondary Beneficiary

Do you want to add more beneficiaries?

Yes

Beneficiary details 2

Details as per Trustee 2 details

Yes

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date of Birth

Beneficiary Type

Primary Beneficiary

Secondary Beneficiary

Do you want to add more beneficiaries?

Yes

Beneficiary details 3

Details as per Trustee 3 details

Yes

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date of Birth

Beneficiary Type

Primary Beneficiary

Secondary Beneficiary

Do you want to add more beneficiaries?

Yes

Beneficiary details 4

Details as per Trustee 4 details

Yes

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date of Birth

Beneficiary Type

Primary Beneficiary

Secondary Beneficiary

Do you want to add more beneficiaries?

Yes

Beneficiary details 5

Details as per Trustee 5 details

Yes

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date of Birth

Beneficiary Type

Primary Beneficiary

Secondary Beneficiary

Do you want to add more beneficiaries?

Yes

Beneficiary details 6

Details as per Trustee 6 details

Yes

First Name

Middle Name

Last Name

Yes

ABN Registration

If you would like to register for an ABN, please provide the following information:

I understand and confirm ABN eligibility

Yes

Your application for an ABN will be refused by the ABR.

*To Confirm you are eligible for an ABN, click here

What type of organisation is the Trust

Investment

Services Management

Trading

Nature of Business Activity

In the form of a business

Renting or leasing out a residential property

In the form of a license, lease or other grant of an interest in property

One off commercial transactions note done in the course of a business

Deductible gift recipient

Charity

Ancillary Fund

Describe your main Business Activity

Are all Associates of the Trust Australian Residents for tax purposes?

Yes

Is the Trust a charity or not for profit organisation?

Yes

Date you require the ABN

Reason why you are applying for an ABN

New business in Australia

Investment purposes

Contractor/Sub-contractor

To receive payment for services

Change in business structure

Purchased existing business

Do you require other tax registrations (e.g. TFN, GST, or PAYG)?

Yes

Does the trust wish to apply for any other Tax Registrations?

TFN

GST – Complete GST Section

PAYG – Complete PAYG Section

GST Registration

Estimated Annual Turnover

How often will you lodge business activity statements

Monthly

Quarterly

Annually (less than $75K)

Will the Company account for GST on a cash or non-cash basis?

Cash

Accruals

Does the company import goods into Australia

Yes

PAYG Registration

Estimated Withholding Amounts

Number of Employees

How will you PAYG withholding annually report to the ATO

Electronically

ATO paper supplied

How will you provide payment summaries to your payees

Electronically

ATO paper supplied

Declaration and Consent

I hereby authorise East Coast Incorporations Pty Ltd ABN 89 162 452 566 to register this company with the Australian Securities and Investments Commission and any requested Tax Registrations with the ABR. I authorise East Coast Incorporations Pty Ltd ABN 89 162 452 566 to lodge ASIC Form 362 to be appointed as the Company’s Registered ASIC Agent (Agent No. 27790). I assume full responsibility and agree to honor and abide by the terms of payment.

I Agree

I understand that East Coast Incorporations has not reviewed our personal circumstances to determine if the requested entity structure is suitable and no structuring advice has been provided by East Coast Incorporations

I Agree

I/We would like to engage East Coast Incorporations Pty Ltd ABN 89 162 452 566 for the Corporate Trustee ASIC Annual Review service. The ASIC Annual Review fee is $180.00 inc GST per company and is charged annually, on the anniversary date of the company’s registration date. To opt out, I/we understand that we must provide written notice to East Coast Incorporations Pty Ltd at least 30 days prior to the ASIC annual review date. I/We understand that if we do not engage East Coast Incorporations Pty Ltd for the ASIC Annual Review service, then the Directors of the company are responsible for the ASIC annual review and solvency resolution preparation.

I Agree

Declaration and Consent - Associate

Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.

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I have read and agree to East Coast Incorporations Pty Ltd's Terms Of Service.

Individual Trustees – Signature

Please provide the signatures of all officers.

Trustees 1 Full Name

Dated

Trustees 1 Signature

Sign Here

Trustees 2 Full Name

Dated

Trustees 2 Signature

Sign Here

Trustees 3 Full Name

Dated

Trustees 3 Signature

Sign Here

Trustees 4 Full Name

Dated

Trustees 4 Signature

Sign Here

Trustees 5 Full Name

Dated

Trustees 5 Signature

Sign Here

Trustees 6 Full Name

Dated

Trustees 6 Signature

Sign Here

Existing Company to act as Corporate Trustee – Signature

Please provide the signatures of all officers.

Officers 1 Full Name

Dated

Officer 1 Signature

Sign Here

Officers 2 Full Name

Dated

Officer 2 Signature

Sign Here

Officers 3 Full Name

Dated

Officer 3 Signature

Sign Here

Officers 4 Full Name

Dated

Officer 4 Signature

Sign Here

Officers 5 Full Name

Dated

Officer 5 Signature

Sign Here

Officers 6 Full Name

Dated

Officer 6 Signature

Sign Here

New Company to act as Corporate Trustee – Signature

Please provide the signatures of all officers.

Officers 1 Full Name

Dated

Officer 1 Signature

Sign Here

Officers 2 Full Name

Dated

Officer 2 Signature

Sign Here

Officers 3 Full Name

Dated

Officer 3 Signature

Sign Here

Officers 4 Full Name

Dated

Officer 4 Signature

Sign Here

Officers 5 Full Name

Dated

Officer 5 Signature

Sign Here

Officers 6 Full Name

Dated

Officer 6 Signature

Sign Here

Members 1 Full Name

Dated

Member 1 Signature

Sign Here

Members 2 Full Name

Dated

Member 2 Signature

Sign Here

Members 3 Full Name

Dated

Member 3 Signature

Sign Here

Members 4 Full Name

Dated

Member 4 Signature

Sign Here

Members 5 Full Name

Dated

Member 5 Signature

Sign Here

Members 6 Full Name

Dated

Member 6 Signature

Sign Here

Beneficiary– Signature

Please provide the signatures of all Beneficiary.

Beneficiary 1 Full Name

Dated

Beneficiary 1 Signature

Sign Here

Beneficiary 2 Full Name

Dated

Beneficiary 2 Signature

Sign Here

Beneficiary 3 Full Name

Dated

Beneficiary 3 Signature

Sign Here

Beneficiary 4 Full Name

Dated

Beneficiary 4 Signature

Sign Here

Beneficiary 5 Full Name

Dated

Beneficiary 5 Signature

Sign Here

Beneficiary 6 Full Name

Dated

Beneficiary 6 Signature

Sign Here

Appointor – Signature

Please provide the signatures of all Appointor.

Appointor 1 Full Name

Dated

Appointor 1 Signature

Sign Here

Appointor 2 Full Name

Dated

Appointor 2 Signature

Sign Here

Appointor 3 Full Name

Dated

Appointor 3 Signature

Sign Here

Appointor 4 Full Name

Dated

Appointor 4 Signature

Sign Here

Appointor 5 Full Name

Dated

Appointor 5 Signature

Sign Here

Appointor 6 Full Name

Dated

Appointor 6 Signature

Sign Here

Identity verification is required by law before we can establish your entity. You consent to your details being used for this purpose.