Email
Password
Forgot Password?
Company Profile
Principal
About Castle Corporate
Companies
Trusts
Super Funds
Associations
Business Services
Corporate Services
Fees
Contact Us
Company Profile
Directors
About Castle Legal
Legal Services
Fees
Contact Us
National Bodies
Consumer Affairs
State Revenue Offices
Links
Links
Home
Members
Benefits
Members Newsletter
Secure Login Access
Infomation Updates
Click here to become a member
----- ONLINE ORDER FORM ----- Discretionary Trust
Order Form - Discretionary Trust.
Order Placed By
Your Name *
Telephone No *
Name of your firm *
Facsimile No
Firm Type
Please Select
CPA
Chartered Accountants
Public Accountants
Accountants
Lawyers
Financial Planners
Consultants
Others
Delivery Address *
Email *
Trust Details
Name Of Trust *
Delivery Date
ASAP
:
or enter dd-mm-yyyy below
Commencement Date
[dd-mm-yyyy]
Settlement Sum *
$
Applicable Law
VIC
NSW
QLD
SA
WA
TAS
NT
ACT
Settlor
Jennifer Margaret Hamley
OR
Name
Address
Trustee
Name *
ACN
Address *
For a corporate trustee please supply names of directors (including title eg. Mr John Smith)
Director 1
Director 2
Director 3
Director 4
Director 5
Director 6
Trustee 2
Name
Address
Trustee 3
Name
Address
Trustee 4
Name
Address
Trustee 5
Name
Address
Trustee 6
Name
Address
First Appointor
Name
Address
Succeeded by
[Please number in order of succession.]
Spouse
Children
Parent(s)
LPR
Other
Or
Succession Plan required
Yes
No
Primary beneficiaries
(1)
Name *
Address *
Relationship to Appointor
Self
Spouse
Children
Parent
LPR
(2)
Name
Address
Relationship to Appointor
Self
Spouse
Children
Parent
LPR
(3)
Name
Address
Relationship to Appointor
Self
Spouse
Children
Parent
LPR
(4)
Name
Address
Relationship to Appointor
Self
Spouse
Children
Parent
LPR
(5)
Name
Address
Relationship to Appointor
Self
Spouse
Children
Parent
LPR
Additional fees of $11.00 per beneficiary apply if more than five beneficiaries are named
(6)
Name
Address
Relationship to Appointor
Self
Spouse
Children
Parent
LPR
Type of presentation *
Deluxe
Economy
Reduced
Green
Bank account opening kit required
($5.50 fee [GST incl])
Yes
No
Folder with dividers
(Refer to Price List)
Yes
No
Bank account opening kit required
($5.50 fee [GST incl])
Yes
No
Folder with dividers
(Refer to Price List)
Yes
No
Bank account opening kit required
($5.50 fee [GST incl])
Yes
No
Folder with dividers
(Refer to Price List)
Yes
No
Additional Notes
By ticking this box, I:-
Agree to the
terms and conditions
which appear below:
Acknowledge I have read the terms and conditions and understand them;
Understand that I may only use the services of Castle Corporate Pty Ltd by agreeing to accept the terms and conditions;
I cannot use the services of Castle Corporate Pty Ltd if I reject the terms and conditions
[
Not readable? Change text
]
Enter character in the box *
:
Other
Terms and conditions *
Terms of Use
designed by
the
web
designer
powered by