David Garry & Associates

Firm Name*:
Contact Name*:
Telephone*:
Fax:
Email*:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Address*:
City*:
State*:
Postcode*:

Delivery Address	As Above
Address*:
City*:
State*:
Postcode*:

Name of Trust*:
State of Trust*:

Note: Stamp Duty may be payable at different rates depending on State/Territory laws.

Do you wish us to attend to the stamping of the trust deed? Note: Only available in South Australia at this point.

DGA To Attend Stamping	Yes

Trustee Name*:
ACN:	(if company)

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street*:

City*:
State*:
Postcode*:
Country:	(if not Australia)

If ACN is entered, at least 1 director name must be entered
1st Director:
2nd Director:
Other Directors:

2nd Trustee Name:
ACN:	(if company)

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	(if not Australia)

If ACN is entered, at least 1 director name must be entered
1st Director:
2nd Director:
Other Directors:

Settlor Name*:
The settlor must not be a director of the Trustee Company - Should be independant of Trustee and all beneficiaries

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street*:

City*:
State*:
Postcode*:
Country:	(if not Australia)

Settlement Sum *:
Other Amount

Appointor
Name*:
Upon Appointor Death:		Leave blank for personal legal representative

If Joint Appointors
Name
Upon Joint Appointor Death:		Leave blank for personal legal representative

Additional Appointor
Name:
Upon Additional Appointor Death:		Leave blank for personal legal representative

Primary Beneficiaries are described in the Trust Deed. To view click here

There must be at least one named Primary Beneficiary

Primary Beneficiary 1

Given Name(s):
Surname:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	If not Australia


Do you require another Primary Beneficiary? Click below to add another Primary Beneficiary. Up to 4 may be added
Another Primary Beneficiary

Primary Beneficiary 2

Given Name(s):
Surname:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	If not Australia


Do you require another Primary Beneficiary? Click below to add another Primary Beneficiary. Up to 4 may be added
Another Primary Beneficiary

Primary Beneficiary 3

Given Name(s):
Surname:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	If not Australia


Do you require another Primary Beneficiary? Click below to add another Primary Beneficiary. Up to 4 may be added
Another Primary Beneficiary

Primary Beneficiary 4

Given Name(s):
Surname:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	If not Australia

Secondary Beneficiaries are described in the Trust Deed. To view click here If you wish to nominate a person or charitable body as an additional member to this class of beneficiary please provide details here of the name, address and the ACN/ARBN if applicable
Details

The Class of Excluded Beneficiaries are described in the Trust Deed. To view click here.

Excluded Beneficiary 1

Given Name(s):
Surname:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	If not Australia


Do you require another Excluded Beneficiary? Click below to add another Excluded Beneficiary. Up to 4 may be added
Another Excluded Beneficiary

Excluded Beneficiary 2

Given Name(s):
Surname:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	If not Australia


Do you require another Excluded Beneficiary? Click below to add another Excluded Beneficiary. Up to 4 may be added
Another Excluded Beneficiary

Excluded Beneficiary 3

Given Name(s):
Surname:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	If not Australia


Do you require another Excluded Beneficiary? Click below to add another Excluded Beneficiary. Up to 4 may be added
Another Excluded Beneficiary

Excluded Beneficiary 4

Given Name(s):
Surname:

Street Address
PO Boxes are not acceptable here, only street addresses, and either the street number or lot number must be provided.
Street:

City:
State:
Postcode:
Country:	If not Australia

To DGA: You are appointed to act as our agent to procure a Trust Deed and ancillary legal documentation from a solicitor, the particulars for such trust deed and legal documents being set out hereinbefore. In consideration for you acting as our agent, payment of solicitors costs, attending to compliation of materials in a register and delivery of same we shall pay you such amounts as agreed.
I Agree (required)	Yes
Payment with the order is required.

Proposed Method of Payment*

Direct Deposit details:

Account Name: David Garry & Associates
Bank: ANZ BankingGroup
BSB: 015-010
Account No: 9002 61003

When making payment by EFT/Direct Deposit please ensure that you include a reference to the chosen Trust Deed name to assist us in correctly identifying and matching the payment.

Name On Card*:
Credit Card Number*:
Credit Card Expiry Date*:

Direct Deposit Comments:

Disclaimer – We do not provide legal, accounting, financial or stamp duty advice and therefore take no responsibility for your taxation, legal or other liabilities which may arise from the work we perform on your instructions. We urge you to first obtain legal and accounting advice in relation to your affairs and in particular this transaction. Prior to submitting the order, you must preview the details entered. When satisfied the details are correct, click on the submit button at the end of the preview and your order will be transmitted. You will receive a copy of the submission to the email address entered. Prior to submission, you may wish to print a copy of the preview.


Preview:

Applicant Details