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If you require help completing this form, review Helpful Info
Super Funds & Trusts can take up to 3 days for delivery
as they are executed by our Solicitors.

Please Note: Maximum of 4 unit holders. Additional unit holders $11 each including GST.
 
UNIT TRUST INSTRUCTIONS
Name of Trust:

Fixed Trust for NSW Land Tax*

Do you require the trust to be a fixed trust for NSW Land Tax purposes?

(If Yes, any unit holder has the right at any time to demand the trustee to redeem their units or to have the trust wound up in order to have a present entitlement to capital and only ordinary units can be allotted. This may not be appropriate for non-related unit holders).

Yes No
State Law Applicable (i.e. NSW, VIC).
 
Please select your state:
Unit Trusts can now be ordered on disc!
To order your unit trust on disc, select from one of the options below.
TRUSTEE
Trustee:
ACN / Occ'n:
Directors:
Address:
2nd Trustee:
ACN / Occ'n:
UNIT HOLDERS
Name:
Address:
ACN:
Number of Units:
Name:
Address:
ACN:
Number of Units:
Name:
Address:
ACN:
Number of Units:
Name:
Address:
ACN:
Number of Units:
Name:
Address:
ACN:
Number of Units:
APPLICANTS DETAILS
Firm Name:*
Address:*
Email:*
Phone:*
NO MOBILE NO's
Fax:*
Signed:
Date:
PAYMENT DETAILS:
C.O.D. (Sydney Metro ONLY)
 
Direct Deposit for 7 Day Account Price
Direct Deposit for Prepay Price
On Account (Current Account Holders ONLY)
 
Direct Deposit/Transfer of Funds
Click here to request our bank account details or call 1300 302 155.
Please fax over Bank slip/Transfer slip upon completion of payment in order to process your order.

Direct Deposit Terms:
  1. First time customers who have not purchased from us previously and have not completed an application, must pay using on of the other methods listed
  2. Orders will not be processed until you have faxed/emailed/advised our office with receipt of the deposit. This is also a necessary step to qualify for the prepay price.

Type of Accountant/Solicitor by definition would be: Chartered Accountant registered with the National Institute of Chartered Accountants - Solicitors registered with The Law Society, etc...
 
Full Name (Partner):
The Partner must be an individual's name registered with an Institute at your firm.
Accountant/Solicitor Type:*
Which Institute:
 

Please Note: New clients details will need to be verified with the Institute in which the Accountant/Solicitor is registered before an order can be processed. A 7 day account can only be established once the first order has been paid for upfront, and this payment has been cleared.
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