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email to :
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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?
Yes
No
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?
Yes
No
If not for whom?
The initial sum
Unit Holders
Name:
Address:
Amount of Units held:
Class of Units:
Are the Units held Beneficially?
Yes
No
If so for whom?
The initial sum
Unit Holders
Name:
Address:
Amount of Units held:
Class of Units:
Are the Units held Beneficially?
Yes
No
If so for whom?
The initial sum
NOTES / SPECIAL REQUIREMENTS
DELIVERY INSTRUCTIONS
Time:
Date:
Address:
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Company Registration
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Unit Trust Registration
:
Super Fund Registration
:
Discretionary Trust Registration
Company Registration Information
:
Unit Trust
:
Self Managed Superannuation Funds
:
Discretionary Trust