Order a Trust

A Trust can be a helpful tool to protect your assets. Please contact us to discuss whether a trust is right for you.

Once you have decided to proceed with the formation of a new trust, please complete the form below.

We will then get the formation underway in consultation with you throughout the process to ensure we get it right for you.

Please complete the form below

Your full name (including middle names) *

Your full name (including middle names)

First Name

Last Name

Occupation *

Address *

Email Address *

Phone

Do you have a spouse or partner? *

Your spouse or partner's full name (including middle names)

First Name

Last Name

Spouse/partner's occupation

Spouse/partner's city in which they live

Your spouse/partner is your

If you have a partner, is this to be their trust also?

What is the name you would like the Trust to be known as? *

This can be anything you like. Often people will just use their name (i.e. the Smith Family Trust), but feel free to get creative.

Aside from you, who is to be the Trustees of the Trust?

These are the people who run the Trust and make all the decisions about the Trust. Having trustees who have no relationship with the beneficiaries provides the ultimate protection against the trust being attacked, but it results in a loss of control to those independent trustees. Currently there is no problem legally with you being trustees of your own trust. In addition to appointing yourselves as trustees, we would recommend that you appoint one or two independent trustees. Your accountant may be a suitable person for this role, or perhaps a family friend.

First Name

Last Name

Trustee's occupation

Trustee's city in which they live

Trustee's relationship to you

Complete if you want more than one additional Trustee (Full name):

First Name

Last Name

Occupation

City in which they live

Their relationship to you

Complete if you want a third Trustee (Full name):

First Name

Last Name

Occupation

City in which they live

Their relationship to you

Who should be a potential beneficiary of the Trust? *

Anyone who will, or may, derive a benefit under the trust is a beneficiary. Select all options who you would potentially like to see benefit from the trust at any time in the future.

You

Your husband/wife, de facto partner, civil union partner, widow/widower

Any children of yours

Any grandchildren of yours

Your siblings

Your parents

Any company which you or any other beneficiary holds at least 50% of the shares

Any superannuation fund of any of the beneficiaries

Other

Address of property to be transferred to the trust (if applicable)

Is there anything else you wish to mention or would like to discuss with us?