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Online Discretionary Trust

Instruction Sheet

OUR PROFESSIONAL FEES

As at 1 July 2009, our professional fees (inclusive of GST) start from $ 595.00.

DOCUMENTS REQUIRED

In order to proceed with your Trust, we will require: 
  • a copy of your drivers licence.

ONLINE DISCRETIONARY TRUST INSTRUCTION SHEET

Please complete all fields below (with as much information known as possible).

Your Information
Full Name:
Address:
Occupation:
Email Address
Phone Number

Trust Information
Name of Trust
Settlement Sum

Settlor (person setting up the Trust)
Full Name
Street Number
Street Name
Suburb
State
Postcode

Trustees


If there are any additional trustees please indicate in the additional information box so a member of staff can contact you to get the additional information.
(a) Fill out if an Individual  
Full Name
Street Number
Street Name
Suburb
State
Postcode
(b) Fill out if a Company  
Full Name
ACN
Registered Office  
Street Number
Street Name
Suburb
State
Postcode
Director(/s)/Secretary(/s) Director 1 

Director 2 

Beneficiaries


If there are any additional beneficiaries please indicate in the additional information box so a member of staff can contact you to get the additional information.
(a) Primary Beneficiaries Beneficiary 1 Beneficiary 2
Full Name
Street Number
Street Name
Suburb
State
Postcode
(b) Secondary Beneficiaries Beneficiary 3 Beneficiary 4
Full Name
Street Number
Street Name
Suburb
State
Postcode

Principal
The Principal has power to remove / appoint the trustee
Full Name

Additional Information / Comments
 
Declaration
 
I require Legal Advice and Assistance and I hereby authorise and request you to act on my behalf as solicitors in this matter and I hereby undertake to be responsible for your proper fees in relation thereto as advised by you. In respect of any moneys that you may hold in your Trust Account on my behalf, I authorise you to utilise such moneys for your professional costs, statutory duties and charges and other proper outlays expended on my behalf in this matter or any other matter in which instructions may have been given by me to you. 
 
I further understand I will be required to complete information on the firms "file opening form" giving authorisation to the firm to act on my behalf.
 
TERMS OF TRADING
I/We acknowledge and agree to the firm´s terms of trading as follows:-
  1. Payment of all costs and outlays are required within 7 days from
    the date of account unless prior arrangements in writing are made;
  2. Accounts are sent monthly or at various stages unless agreed otherwise;
  3. No work will be carried out after 30 days if any account is unpaid;
  4. All outlays are to be paid upon request throughout my matter;
  5. No carrying of accounts without prior approval in writing from the firm;
  6. No work will be commenced without my written authority.
NB. Submission of this form does not constitute our acceptance of your instructions.
A member of our Commercial Law team will contact you within 24 hours to confirm fees and acceptance of your instructions.
Thank you for using our online company registration application.
By checking this box I hereby accept the terms and conditions listed above.
 Accept
Click on submit button to acknowledge and post the form.
Please click 'Submit' only once.
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