New Client Trust Information Sheet Trust NameTrading NameABNTax File NumberDate of Establishment DD MM YYYY Trust TypeDiscretionary TrustDiscretionary Trust TradingBare TrustUnit TrustUnit Trust TradingBusiness Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code OccupationBusiness ActivitySettlorTrustee TypeCorporateIndividualName of Trustee CompanyACN of Trustee CompanyName of DirectorMore than one Director Yes No Name of Director (2)Name of Individual TrusteeMore than one Individual Trustee Yes No Name of Individual Trustee (2)Is the Trust registered for GST? Yes No GST Registration Accural Cash N/A Frequency of GST Monthly Quarterly Annually BeneficiariesName First Last Date of Birth DD MM YYYY Add another beneficiary? Yes No Name First Last Date of Birth DD MM YYYY Add another beneficiary? Yes No Name First Last Date DD MM YYYY Add another beneficiary? Yes No Name First Last Date of Birth DD MM YYYY Still have a question?Feel free to get in touch with a member of our team today. Contact us
