Unit Trust Establishment with Corporate Trustee Registration

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Unit Trust Establishment with Corporate Trustee Registration

To establish a Unit Trust with a Corporate Trustee, please complete the below information. Please note, the documents
provided will depend on your answers below so please confirm all information provided is accurate.

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

Trust Details

Please fill out the following trust details

Type of Unit Trust

Fixed Unit Trust

Non-Fixed Unit Trust

Trust Name

Contact Name

Contact Number

Jurisdiction

QLD

NSW

VIC

ACT

TAS

Business 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?

Company Details

Please fill out the following company details

Proposed Company Name

State of Incorporation

QLD

NSW

VIC

ACT

TAS

Company Addresses

Please fill out the following company addresses

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

Does the Company occupy the Registered Office

Yes

Occupier

Postal Address

As Above

Postal Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer Details

Please fill out the following officer details

Officer 1 Details

Please provide the Officer 1 Details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

TFN

State/Country of Birth

D.O.B

Mobile Number

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

Zip Code

Country

Do you want to add more officers?

Yes

Officer 2 Details

Please fill out the following officer 2 details

Officer

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

State/Country of Birth

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

Zip Code

Country

Do you want to add more officers?

Yes

Officer 3 Details

Please fill out the following officer 3 details

Officer 3

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

State/Country of Birth

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

Zip Code

Country

Do you want to add more officers?

Yes

Officer 4 Details

Please fill out the following officer 4 details

Officer 4

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

State/Country of Birth

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

Zip Code

Country

Do you want to add more officers?

Yes

Officer 5 Details

Please fill out the following officer 5 details

Officer 5

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

State/Country of Birth

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

Zip Code

Country

Do you want to add more officers?

Yes

Officer 6 Details

Please fill out the following officer 6 details

Officer 6

Director

Secretary

Public Officer

First Name

Middle Name

Last Name

Mobile Number

State/Country of Birth

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

Zip Code

Country

Member Details

Please fill out the following member details

Member 1 Details

Please fill out the following 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

TFN

Do you want to add more Members?

Yes

Member 2 Details

Please fill out the following 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

TFN

Do you want to add more Members?

Yes

Member 3 Details

Please fill out the following 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

Price Per Share

TFN

Do you want to add more Members?

Yes

Member 4 Details

Please fill out the following 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

Price Per Share

TFN

Do you want to add more Members?

Yes

Member 5 Details

Please fill out the following 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

Price Per Share

TFN

Do you want to add more Members?

Yes

Member 6 Details

Please fill out the following 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?

Yes

Provide Entity Name

Number of Shares

Price Per Share

TFN

Unit Holder Details

Please fill out the following unit holder details

Unit Holder 1

Please fill out the following unit holder 1 details

Type of Unit Holder 1

Individual

Corporate

Unit Holder Price

Number of Units

Unit Class

Individual Unit Holder

Please fill out the following Individual unit holder details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Corporate Unit Holder

Please fill out the following corporate unit holder details

Company Name

ACN

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Person(s) that is authorised to sign on behalf

Does the company hold units on behalf of a trust:

Yes

Provide Trust Name

Do you want to add more unit holders?

Yes

Unit Holder 2

Please fill out the following unit holder 2 details

Type of Unit Holder 2

Individual

Corporate

Unit Holder Price

Number of Units

Unit Class

Do you want to add more unit holders?

Yes

Individual Unit Holder 2

Please fill out the following individual unit holder 2 details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Corporate Unit Holder 2

Please fill out the following corporate unit holder 2 details

Company Name

ACN

Registered Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Person(s) that is authorised to sign on behalf

Does the company hold units on behalf of a trust

Yes

Provide Trust Name

Unit Holder 3

Please fill out the following unit holder 3 details

Type of Unit Holder 3

Individual

Corporate

Unit Holder Price

Number of Units

Unit Class

Do you want to add more unit holders?

Yes

Individual Unit Holder 3

Please fill out the following individual unit holder 3 details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Corporate Unit Holder 3

Please fill out the following corporate unit holder 3 details

Company Name

ACN

Registered Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Person(s) that is authorised to sign on behalf

Does the company hold units on behalf of a trust

Yes

Provide Trust Name

Unit Holder 4

Please fill out the following unit holder 4 details

Type of Unit Holder 4

Individual

Corporate

Unit Holder Price

Number of Units

Unit Class

Do you want to add more unit holders?

Yes

Individual Unit Holder 4

Please fill out the following individual unit holder 4 details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Corporate Unit Holder 4

Please fill out the following corporate unit holder 4 details

Company Name

ACN

Registered Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Person(s) that is authorised to sign on behalf

Does the company hold units on behalf of a trust

Yes

Provide Trust Name

Unit Holder 5

Please fill out the following unit holder 5 details

Type of Unit Holder 5

Individual

Corporate

Unit Holder Price

Number of Units

Unit Class

Do you want to add more unit holders?

Yes

Individual Unit Holder 5

Please fill out the following individual unit holder 5 details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Corporate Unit Holder 5

Please fill out the following corporate unit holder 5 details

Company Name

ACN

Registered Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Person(s) that is authorised to sign on behalf

Does the company hold units on behalf of a trust

Yes

Provide Trust Name

Unit Holder 6

Please fill out the following unit holder 6 details

Type of Unit Holder 6

Individual

Corporate

Unit Holder Price

Number of Units

Unit Class

Individual Unit Holder 6

Please fill out the following individual unit holder 6 details

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Corporate Unit Holder 6

Please fill out the following corporate unit holder 6 details

Company Name

ACN

Registered Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Person(s) that is authorised to sign on behalf

Does the company hold units on behalf of a trust

Yes

Provide Trust Name

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 understand East Coast Incorporations Pty Ltd has not reviewed our circumstances to determine if the proposed entity is suitable and understand I should seek professional advice before proceeding. East Coast Incorporations Pty Ltd provides an entity registration service only, on a no advice basis

I Agree

Declaration and Consent

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

I have read and agree to the Website Terms & Conditions and consent to my data being used and stored per the Privacy Policy.

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

Officers – Signature

Please provide the signatures of all officers.

Officer 1 Full Name

Dated

Officer 1 Signature

Sign Here

Officer 2 Full Name

Dated

Officer 2 Signature

Sign Here

Officer 3 Full Name

Dated

Officer 3 Signature

Sign Here

Officer 4 Full Name

Dated

Officer 4 Signature

Sign Here

Officer 5 Full Name

Dated

Officer 5 Signature

Sign Here

Officer 6 Full Name

Dated

Officer 6 Signature

Sign Here

Members – Signature

Please provide the signatures of all members.

Member 1 Full Name

Dated

Member 1 Signature

Sign Here

Member 2 Full Name

Dated

Member 2 Signature

Sign Here

Member 3 Full Name

Dated

Member 3 Signature

Sign Here

Member 4 Full Name

Dated

Member 4 Signature

Sign Here

Member 5 Full Name

Dated

Member 5 Signature

Sign Here

Member 6 Full Name

Dated

Member 6 Signature

Sign Here

Unit Holders – Signature

Please provide the signatures of all unit holders.

Unit Holder 1 Full Name

Dated

Unit Holder 1 Signature

Sign Here

Unit Holder 2 Full Name

Dated

Unit Holder 2 Signature

Sign Here

Unit Holder 3 Full Name

Dated

Unit Holder 3 Signature

Sign Here

Unit Holder 4 Full Name

Dated

Unit Holder 4 Signature

Sign Here

Unit Holder 5 Full Name

Dated

Unit Holder 5 Signature

Sign Here

Unit Holder 6 Full Name

Dated

Unit Holder 6 Signature

Sign Here

Individual Unit Holder – Signature

Please provide the signatures of all Individual Unit Holders

Individual Unit Holder 1 Full Name

Dated

Individual Unit Holder 1 Signature

Sign Here

Individual Unit Holder 2 Full Name

Dated

Individual Unit Holder 2 Signature

Sign Here

Individual Unit Holder 3 Full Name

Dated

Individual Unit Holder 3 Signature

Sign Here

Individual Unit Holder 4 Full Name

Dated

Individual Unit Holder 4 Signature

Sign Here

Individual Unit Holder 5 Full Name

Dated

Individual Unit Holder 5 Signature

Sign Here

Individual Unit Holder 6 Full Name

Dated

Individual Unit Holder 6 Signature

Sign Here

Corporate Unit Holder – Signature

Please provide the signatures of all Corporate Unit Holders

Corporate Unit Holder 1 Full Name

Dated

Corporate Unit Holder 1 Signature

Sign Here

Corporate Unit Holder 2 Full Name

Dated

Corporate Unit Holder 2 Signature

Sign Here

Corporate Unit Holder 3 Full Name

Dated

Corporate Unit Holder 3 Signature

Sign Here

Corporate Unit Holder 4 Full Name

Dated

Corporate Unit Holder 4 Signature

Sign Here

Corporate Unit Holder 5 Full Name

Dated

Corporate Unit Holder 5 Signature

Sign Here

Corporate Unit Holder 6 Full Name

Dated

Corporate Unit Holder 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.