Unit Trust New Client Form

Includes NEW tfn & abn application (optional)

Step 1 of 7 - Unit Trust Information

Unit Trust Information
A unit trust is a trust in which the trust property is divided into a number of defined shares called units. The beneficiaries subscribe for the units in much the same way as shareholders in a company subscribe for shares. The assets of the trust are held by the trustee on trust for the unitholders, who generally are entitled to the capital and income of the trust fund in proportion to their holding of units.
Trust to be know (name of trust)*
Settlor*
First Middle Last
Settlor Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Does the applicant need an ABN for the Trust?*
If you require a business name an ABN is compulsory
Nature Of Business Activity*

If you are not sure we will amend it
The Industry Of Business Activity*
Do You Already Have Or Previously Had An ABN?*
ABN NUMBER

Please leave blank if registering a new ABN
Does the trust wish to apply for a TFN?*
TFN Number*

Save and Continue Later

Trustee(s) Information
Name Trustee 1*
First Middle Last
Address Trustee 1*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth Trustee 1*
DD slash MM slash YYYY
Email Address Trustee 1*
Is a trustee a company ? (trustee 1)*
Company Name (trustee 1)*
A.C.N (trustee 1)*
A.B.N (trustee 1)*
Tax File Number (trustee 1)*
Registered Office Address (trustee 1)*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Name Trustee 2
First Middle Last
Address Trustee 2
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth Trustee 2
DD slash MM slash YYYY
Email Address Trustee 2
Is a trustee a company ? (trustee 2)
Company Name (trustee 2)*
A.C.N (trustee 2)*
A.B.N*
Tax File Number*
Registered Office Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Name Trustee 3
First Last
Address Trustee 3
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth Trustee 3
DD slash MM slash YYYY
Email Address Trustee 3
Is a trustee a company ? (trustee 3)
Company Name (trustee 3)*
A.C.N (trustee 3)*
A.B.N (trustee 3)*
Tax File Number (trustee 3)*
Registered Office Address (trustee 3)*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Save and Continue Later

Details Of Directors
Name*
First Middle Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth*
DD slash MM slash YYYY
Name
First Middle Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth
DD slash MM slash YYYY
Name
First Middle Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth
DD slash MM slash YYYY

Save and Continue Later

Unit Holders
Name
First Middle Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth
DD slash MM slash YYYY
Number Of Units
Is Unit Holder is a Company ?
A.C.N
A.B.N
T.F.N
Name
First Middle Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth
DD slash MM slash YYYY
Number Of Units
Is Unit Holder 2 is a Company ?
A.C.N
A.B.N
T.F.N
Name
First Middle Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date Of Birth
DD slash MM slash YYYY
Number Of Units
Is Unit Holder 3 is a Company ?
A.C.N
A.B.N
T.F.N

Save and Continue Later

GST Registration Information
When you register for GST, you'll need an Australian Business Number (ABN). You must register for GST if: • your business or enterprise has a GST turnover (gross income minus GST) of $75,000 or more • your non-profit organisation has a GST turnover of $150,000 per year or more • you provide taxi or limousine travel for passengers in exchange for a fare as part of your business, regardless of your GST turnover – this applies to both owner drivers and if you lease or rent a taxi • You want to claim fuel tax credits for your business or enterprise. • If your business or enterprise doesn’t fit into one of the above categories, registering for GST is optional. However, if you choose to register, you generally must stay registered for at least 12 months.
Are required to register for gst?*
You must register for GST if: • your business or enterprise has a GST turnover (gross income minus GST) of $75,000 or more • your non-profit organisation has a GST turnover of $150,000 per year or more • you provide taxi or limousine travel for passengers in exchange for a fare as part of your business, regardless of your GST turnover – this applies to both owner drivers and if you lease or rent a taxi • You want to claim fuel tax credits for your business or enterprise. • If your business or enterprise doesn’t fit into one of the above categories, registering for GST is optional. However, if you choose to register, you generally must stay registered for at least 12 months.
Do you import goods and services into Australia?*
Date*
DD slash MM slash YYYY

What is your date of registration for GST?
What is your GST turnover?*
How often will you lodge your activity statement?
- Monthly
- Quarterly
- Annually
If the turnover is $20 million or more, you must select 'Monthly'. Only voluntary registrants are able to select 'Annually'.
How do you intend to account for GST?
- Cash
- Non-Cash

Save and Continue Later

Tax Withholding Information
You must register for pay as you go (PAYG) withholding if you need to withhold tax from payments to workers and other businesses. Common examples include payments to: • employees • directors • other workers, such as contractors • Businesses that don't quote their ABN to you. You must register for PAYG withholding before you're first required to withhold an amount from a payment. If you need to withhold tax but don't need an ABN, you must register for a PAYG withholding account.
Do you want to register for Income Tax Withholding?*
You must register for pay as you go (PAYG) withholding if you need to withhold tax from payments to workers and other businesses. Common examples include payments to: • employees • directors • other workers, such as contractors • Businesses that don't quote their ABN to you. You must register for PAYG withholding before you're first required to withhold an amount from a payment. If you need to withhold tax but don't need an ABN, you must register for a PAYG withholding account.
What date will withholding commence?*
DD slash MM slash YYYY
How many employees do you estimate you will pay?*
How will you provide your IT withholding payment summary annual report to the Tax Office?*
Will you pay royalties, dividends or interest to non-residents or report investment income paid to Australian residents?*
If yes, what type of investment report will you lodge?*
What is the main industry that you operate in?*
Email
This field is for validation purposes and should be left unchanged.

Save and Continue Later

Unit Trust New Client Form

Includes NEW tfn & abn application (optional)

Step 1 of 7 - Unit Trust Information

Unit Trust Information

Trustee(s) Information

Details Of Directors

Unit Holders

Business Name Registration

GST Registration Information

Tax Withholding Information

Designed with AKS Digital