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New Trust Setup Checklist

NEW TRUST CHECKLIST

Step 1 of 7

14%

PROPOSED NAME OF TRUST*
NAME OF SETTLOR
SETTLOR'S RESIDENTIAL ADDRESS
Street Address City State / Province / Region ZIP / Postal Code Country
TRUST'S JURISDICTION*
TYPE OF TRUST*
- Discretionary Trust
- Unit Trust
SETTLEMENT SUM
NUMBER OF UNITS ISSUED
TRUSTEE TYPE*
- Individual Trustee(s)
- Corporate Trustee

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INDIVIDUAL TRUSTEE(S) DETAILS
TRUSTEE # 1
FULL NAME*
First Last
ADDRESS*
Street Address City State Post Code Country
TAX FILE NUMBER*
A SECOND TRUSTEE REQUIRED?
Trustee # 2
TRUSTEE # 2
FULL NAME*
First Last
ADDRESS*
Street Address City State Post Code Country
TAX FILE NUMBER*
CORPORATE TRUSTEE DETAILS
CORPORATE TRUSTEE ALREADY ESTABLISHED?*
COMPANY NAME*
COMPANY ACN*
REGISTERED ADDRESS*
Street Address City State Post Code Country
DIRECTOR # 1
FULL NAME*
First Last
DATE OF BIRTH*
DD slash MM slash YYYY
PLACE OF BIRTH*
CITY STATE/COUNTRY
TAX FILE NUMBER*
ADDRESS*
Street Address City State Post Code Country
CAPACITY
- Director
- Company Secretary
- Both
DIRECTOR IDENTIFICATION NUMBER
You are required to have a Director Identification Number (DIN) if you’re an eligible officer - a person who is appointed as a director or an alternate director who is acting in that capacity. You will only ever need one director ID as it is personal to you. For full details and how to apply visit https://www.abrs.gov.au/director-identification-number
MORE THAN 1 DIRECTOR?*
DIRECTOR # 2
FULL NAME*
First Last
DATE OF BIRTH*
DD slash MM slash YYYY
PLACE OF BIRTH*
CITY STATE/COUNTRY
TAX FILE NUMBER*
ADDRESS*
Street Address City State Post Code Country
CAPACITY
- Director
- Company Secretary
- Both
DIRECTOR IDENTIFICATION NUMBER
You are required to have a Director Identification Number (DIN) if you’re an eligible officer - a person who is appointed as a director or an alternate director who is acting in that capacity. You will only ever need one director ID as it is personal to you. For full details and how to apply visit https://www.abrs.gov.au/director-identification-number
MORE THAN 2 DIRECTORS?*
DIRECTOR # 3
FULL NAME*
First Last
DATE OF BIRTH*
DD slash MM slash YYYY
PLACE OF BIRTH*
CITY STATE/COUNTRY
TAX FILE NUMBER*
ADDRESS*
Street Address City State Post Code Country
CAPACITY
- Director
- Company Secretary
- Both
DIRECTOR IDENTIFICATION NUMBER*
You are required to have a Director Identification Number (DIN) if you’re an eligible officer - a person who is appointed as a director or an alternate director who is acting in that capacity. You will only ever need one director ID as it is personal to you. For full details and how to apply visit https://www.abrs.gov.au/director-identification-number
MORE THAN 3 DIRECTORS?*
DIRECTOR # 4
FULL NAME*
First Last
DATE OF BIRTH*
DD slash MM slash YYYY
PLACE OF BIRTH*
CITY STATE/COUNTRY
TAX FILE NUMBER*
ADDRESS*
Street Address City State Post Code Country
CAPACITY
- Director
- Company Secretary
- Both
DIRECTOR IDENTIFICATION NUMBER*
You are required to have a Director Identification Number (DIN) if you’re an eligible officer - a person who is appointed as a director or an alternate director who is acting in that capacity. You will only ever need one director ID as it is personal to you. For full details and how to apply visit https://www.abrs.gov.au/director-identification-number
More than 4 directors? Please provide details for any additional directors by emailing info@mukiwa.com.au

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PRIMARY BENEFICIARIES
BENEFICIARY # 1
FULL NAME*
First Last
ADDRESS*
Street Address City State Post Code Country
MORE THAN 1 PRIMARY BENEFICIARY?
BENEFICIARY # 2
FULL NAME
First Last
ADDRESS*
Street Address City State Post Code Country
MORE THAN 2 PRIMARY BENEFICIARIES?*
BENEFICIARY # 3
FULL NAME*
First Last
ADDRESS*
Street Address City State Post Code Country
MORE THAN 3 PRIMARY BENEFICIARIES?*
BENEFICIARY # 4
FULL NAME*
First Last
ADDRESS*
Street Address City State Post Code Country

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SECONDARY BENEFICIARIES
Secondary Beneficiaries AUTOMATICALLY include a wide range of beneficiaries by reference to the named Primary Beneficiaries, including spouses, children, grandchildren, great-grandchildren, siblings, nieces, nephews, uncles, aunts, cousins, parents and grandparents.You are only therefore required to add a secondary beneficiary if they fall outside the above inclusions.
DO YOU WISH TO ADD A SPECIFIC NAMED SECONDARY BENEFICIARY?
SECONDARY BENEFICIARY # 1
FULL NAME*
First Last
ADDRESS*
Street Address City State Post Code Country
DO YOU WISH TO ADD A SECOND SPECIFIC NAMED SECONDARY BENEFICIARY?*
- Yes
- No
SECONDARY BENEFICIARY # 2
Full Name*
First Last
Address*
Street Address City State Post Code Country
Do you wish to include de facto spouses within the class of secondary beneficiaries? Note: lawfully married spouses are already included*
- Yes
- No

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ADDITIONAL INFORMATION
PLEASE INDICATE WHICH ADDITIONAL ATO REGISTRATIONS YOU REQUIRE:
- ABN - if carrying on an enterprise
- TFN - if required to lodge tax returns
- GST - GST supplies > $75,000 over a rolling 12m period
- PAYGW - paying staff or directors
If you are unsure as to how to answer any of the above questions, please either- contact us on 02 8007 4750, or - email us at info@mukiwa.com.au, or - provide your question in the text box below
Please provide us with any other information which you believe may be relevant and which we should be aware of.

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ACKNOWLEDGEMENT
By signing this form, I hereby authorise Mukiwa Financial Services to register the proposed new Trust. I understand there will be a charge for this service, and I agree to settle this charge within 7 days of the invoice being issued.I further understand that NSW Trusts are required to have their Trust Deed Stamped with Revenue NSW. I authorise Mukiwa to arrange for the Stamping of the Trust Deed and will reimburse Mukiwa for the $500 stamping fee charged by Revenue NSW.
Signature*
FULL NAME*
First Last
DATE*
DD slash MM slash YYYY
EMAIL*
PHONE NUMBER*
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Unit 2A, 120 Old Pittwater Rd, Brookvale NSW 2100 |

(02) 8007 4750 |

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