New Trust Set-up Form We are looking forward to partnering with you to establish your new trust. Trust Name Governing State Business Address Annual Turnover No. of Employees Tax Withheld COMPANY DETAILS (IF CORPORATE TRUSTEE) Company Name ACN Date of Inc DIRECTOR DETAILS #1 Full Name Tax File Number Date of Birth Residential Address #2 Full Name Tax File Number Date of Birth Residential Address INDIVIDUAL TRUSTEE/APPOINTER/PRIMARY BENEFICIARY #1 Full Name Tax File Number Date of Birth Position Trustee Appointor Primary Beneficiary Residential Address Additional Beneficiaries (if applicable) #2 Full Name Tax File Number Date of Birth Position Trustee Appointor Primary Beneficiary Residential Address Additional Beneficiaries (if applicable) Thank you!
