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Unit Trust

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INSTRUCTIONS TO PREPARE UNIT TRUST

Fields marked in red are compulsory.

From:
Address:
Suburb:
State:
Post Code:
Telephone:
Fax:
Email:
Reference:

THE TRUST

The Trust Name:

The Trustee:
Name:
Address:

If the Trustee is a Corporation
Is the Trustee Incorporated?	YesNo

If not, and you would like the Trustee to be incorporated, please complete Instructions to Incorporate Company form and return.


If the Trustee is Incorporated:
Name of Corporation:
ACN:
Address of Registered Office:

THE UNIT HOLDERS

Initial Unit Holders
Name:
Address:
Amount of Units held:
Class of Units:
Are the Units held Beneficially?	YesNo
If not for whom?
The initial sum

Unit Holders
Name:
Address:
Amount of Units held:
Class of Units:
Are the Units held Beneficially?	YesNo
If so for whom?
The initial sum

Unit Holders
Name:
Address:
Amount of Units held:
Class of Units:
Are the Units held Beneficially?	YesNo
If so for whom?
The initial sum

NOTES / SPECIAL REQUIREMENTS

DELIVERY INSTRUCTIONS

Time:
Date:
Address: