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Unit Trust

We are the premier specialist in registration processes; you can feel free to call one of our friendly staff on 1300 880 963.

Applicant Details

Firm*
Please let us know your name.

Contact Name*

Telephone*

Email Address*

Street Address*

Suburb*

State*
Please enter a state

Postcode*

Is the delivery address the same as the applicant's address?*
Select an option

Delivery Address

Street Address or PO Box*

Suburb*

State
Invalid Input

Postcode*

Trust Details

Name of Trust*

State of Trust
Invalid Input

Stamp Duty

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 fund? Note: Only available in South Australia at this point.

DGA To Attend Stamping*
Select an option

 

Trustee Details

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 Address*

Suburb*

State*
Invalid Input

Postcode*

Country (If not Australia)

1st Director
Invalid Input

2nd Director
Invalid Input

Other Directors
Invalid Input

Add another trustee?*
Select an option

Second Trustee Details

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 Address*

Suburb*

State
Invalid Input

Postcode*

Add another trustee?*
Select an option

Third Trustee Details

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 Address*

Suburb*

State
Invalid Input

Postcode*

Founder Details

Founder Name*
Please enter a founder name

The founder must not be a director of the Trustee Company - Should be independant of Trustee and all unit holders

Street Address

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

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.

Settlement Sum*
Please select a settlement sum

Other

Unit Holders

Full Name or Company Name

ACN (if company)

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Trust Name
Please enter a settlor name

Street Address

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

Street Address*
Please enter a address.

Suburb*
Please enter a city.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Number of Ordinary Units required
Invalid Input

Click here for details for classes of units

Are these units held jointly?*
Select an option

Full Name or Company Name

Street Address*
Please enter a address.

Suburb*
Please enter a city.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Special Units
Invalid Input

Click here for details for class of units in Trust Deed document.

Add another unit holder?*
Select an option

Second Unit Holder

Full Name or Company Name

ACN (if company)

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Trust Name
Please enter a settlor name

Street Address

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

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Number of Ordinary Units required
Invalid Input

Click here for details for classes of units

Are these units held jointly?*
Select an option

Full Name or Company Name

Street Address*
Please enter a address.

Suburb*
Please enter a city.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Special Units
Invalid Input

Click here for details for class of units in Trust Deed document.

Add another unit holder?*
Select an option

Third Unit Holder

Full Name or Company Name

ACN (if company)

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Trust Name
Please enter a settlor name

Street Address

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

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Number of Ordinary Units required
Invalid Input

Click here for details for classes of units

Are these units held jointly?*
Select an option

Full Name or Company Name

Street Address*
Please enter a address.

City*
Please enter a city.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Special Units
Invalid Input

Click here for details for class of units in Trust Deed document.

Add another unit holder?*
Invalid Input

Fourth Unit Holder

Full Name or Company Name

ACN (if company)

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Trust Name
Please enter a settlor name

Street Address

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

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Number of Ordinary Units required
Invalid Input

Click here for details for classes of units

Are these units held jointly?*
Select an option

Full Name or Company Name

Street Address*
Please enter a address.

City*
Please enter a city.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Special Units
Invalid Input

Click here for details for class of units in Trust Deed document.

Add another unit holder?*
Select an option

Fifth Unit Holder

Full Name or Company Name

ACN (if company)

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Trust Name
Please enter a settlor name

Street Address

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

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Number of Ordinary Units required
Invalid Input

Click here for details for classes of units

Are these units held jointly?*
Select an option

Full Name or Company Name

Street Address*
Please enter a address.

City*
Please enter a city.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Special Units
Invalid Input

Click here for details for class of units in Trust Deed document.

Add another unit holder?*
Select an option

Sixth Unit Holder

Full Name or Company Name

ACN (if company)

If units are held by a Trustee on behalf of a Trust, please enter the name of that Trust.

Trust Name
Please enter a settlor name

Street Address

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

Street Address*
Please enter a address.

Suburb*
Please enter a suburb.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Number of Ordinary Units required
Invalid Input

Click here for details for classes of units

Are these units held jointly?*
Invalid Input

Full Name or Company Name

Street Address*
Please enter a address.

City*
Please enter a city.

State*
Please select a state

Postcode*
Please enter a postcode.

Country (If not Australia)

Special Units
Invalid Input

Click here for details for class of units in Trust Deed document.

 
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.*
In order to submit the form you must agree to the terms.

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.

Payment

Payments are made securely by using your credit card or EFT (After you click on the purchase button you will be redirected to the EFT screen for payment details).

Total Cost:
$0.00

Payment Method

Name on Credit Card
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Credit Card Number
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Type
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Expiry Date (mm/yy)
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Additional notes and/or instructions
Please let us know your message.

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Applicant Details

Firm Name:

Contact Name:

Telephone:

Email:

Street Address:

Suburb:

State:

Postcode:

Delivery Address

Street Address or PO Box:

Suburb:

State:

Postcode:

Trust Details

Name of Trust:

State of Trust:

Stamp Duty

Attend Stamping:

Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:

Country:

1st Director:

2nd Director:

Other Directors:

Second Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:

Third Trustee Details

Trustee Name:

ACN:

Street Address:

Suburb:

State:

Postcode:

Founder Details

Founder Name:

Street Address:

Suburb:

State:

Postcode:

Settlement Sum:

Other settlement sum:

Unit Holders

Full Name or Company Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:

Second Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:

Third Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:

Fourth Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:

Fifth Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:

Sixth Unit Holder

Full Name:

ACN:

Trust Name:

Street Address:

Suburb:

State:

Postcode:

Country:

Ordinary Units:

Are these units held jointly:

Full Name or Company Name:

Address:

Suburb:

State:

Postcode:

Country:

Special Units:

Additional notes and/or instructions:

Payment Details

Total Cost:

Payment Method:

Credit Card Name:

Credit Card Number:

Credit Card Type:

Credit Card Date:


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