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Requuest to Establish a Unit Trust

This form is designed to give Morrows the information needed to get the process on the way towards establishing a Unit Trust.

Please fill in all details required and return the form to us with payment. We will then prepare the Trust Deed and other documents for the signature of all trustees.

1. Contact details / person authorising the establishment of this fund:

Name  
Address
Phone  
Fax
Email  
Position/Capacity
Firm, if applicable

3. Name of unit Trust
4. Number of Units into which Trust is to be divided:

5. Sum paid by original unit holders per unit:
6. Vesting Date:
   

7. If Corporate Trustee, details are:

Company name
Registered Office address:
A.C.N.
A.B.N.

8. If Individual Trustee, details are:

Trustee one:

Full Name
Address

 

Trustee two, if applicable:
Full Name
Address

If more than 2 individual trustees, please advise in the below box

9. Original Unit Holders:

Full Name
Address
Number of units
Amount Paid
Full Name
Address
Number of units
Amount Paid
Full Name
Address
Number of units
Amount Paid

 

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