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ESTABLISHMENT OF TRUST ORDER FORM
Name of Trust
Name of Settlor (not required for Unit Trusts)
Address of Settlor
Settlement Sum
-- Select an answer --
$10
$20
$100
$1000
If in doubt choose $20
Name of Appointor
Address of Appointor
Trustee(s)
Trustee(s) Name
Address
ACN
If Corporate Trustee, Name of Director/s
Primary Beneficiaries
Full Name
Address
Date of Birth
Country of Birth (inc Town & State)
Full Name
Address
Date of Birth
Country of Birth (inc Town & State)
Full Name
Address
Date of Birth
Country of Birth (inc Town & State)
Declaration
Declaration
Name
Email Address
Contact Number
Date
Email address
