Quick-Phone: 1300 66 86 09
Quick-Fax: 1300 66 87 09
ONLINE ORDERING
HYBRID UNIT TRUST ORDER FORM
Name:
Firm:
Phone:
Email:
TRUST DETAILS
Name of Trust:
Date of Trust:
Jurisdiction (State or Territory):
Names of ALL Trustees:
(1st listed to be Chairman)
Address for 1st Trustee/s Meeting:
If Trustee is a Company:
(1st listed to be Chairman)
1: ACN
2: Names of ALL Directors
SETTLOR DETAILS
Full Name of Settlor:
Street Address of Settlor:
Settled Sum (equal to value of units)
DETAILS OF UNITHOLDERS
Where Unitholder is a trust or a superannuation fund, please ensure FULL details of Trustee/s eg. XYZ Pty Ltd ACN 123 456 789 ATF The XYZ Trust
OR
John Xyz & Jane Xyz ATF The XYZ Superannuation Fund.
SUBSCRIBERS (ORDINARY UNIT HOLDERS)
1. Unitholder Name
Street Address
No. of Units
2. Unitholder Name
Street Address
No. of Units
3. Unitholder Name
Street Address
No. of Units
4. Unitholder Name
Street Address
No. of Units
SPECIAL UNITHOLDERS
1. Unitholder Name
Street Address
No. of Units
2. Unitholder Name
Street Address
No. of Units
3. Unitholder Name
Street Address
No. of Units
4. Unitholder Name
Street Address
No. of Units
DISCRETIONARY BENEFICARIES
The Deed contains provisions for past or present Unit Holders, members of their families, related companies, trust and charities to automatically be included as beneficiaries of this Trust.
OTHER SPECIAL CONDITIONS OR BENEFICIARIES
STAMP DUTIES
Stamp Duties will apply in the State or Territory that the trust is created and is the responsibility of the Trustee/s. Please contact the stamp duties office in that jurisdiction to determine applicable duties.
PAYMENT DETAILS
Please debit the following credit card by the amount of $ 550.00
TYPE OF CARD:
Visa
Mastercard
Diners Club
Amex
Bankcard
CARD NUMBER:
EXPIRY DATE: (
)
NAME ON CARD:
I the person sending this order hereby state that I hold a signed copy of this payment authorisation should a copy be required by Quick Companies Pty. Ltd.
Would you like a copy of this form to be e-mailed to you?