Family Trust Setup Form with Corporate Trustee

Family Trust Setup Fee

Trust Setup Information

Email *

Phone *

Proposed Trust Name *

Proposed Trustee Company Name *This is only a proposed name and is subject to availability. A trustee company name is needed as it legally holds and manages trust assets.

Business Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Registered Office Address (Postal Address) *

Same as aboveOur Office Address: $220 per annum (inc GST) Other

Our Office Address (Optional)
We recommend nominating our office address as your entity’s registered office. This ensures that all ATO and ASIC correspondence is received promptly and actioned without delay, while also protecting your privacy.

Registered Office Address

Address Line 1Address Line 2

City

State / Province / Region

Postal / Zip Code

It can be the same as your residential address.

Business Activity *Helps define the nature of your business for registration and classification purposes. For example, if you invest in real estate, enter 'Property investment'.

Business Name Registration (Optional)

YesNo

A business name registration allows you to operate under a name different from your own. However, this is generally not required for holding an investment property.

Registration Period *

1-year: $129 inc GST3-year: $229 inc GST

Fees include all charges. Choose your term and renew before expiry to keep your business name.

Business Name *A business name registration allows you to operate under a name different from your own. However, this is generally not required for holding an investment property.

GST Registration

YesNo

Usually, select "No" when purchasing an established residential property. However, select "Yes" if the purchase is made by a trust operating a business with a GST turnover of $75,000 or more.

PAYG Registration

YesNo

Select 'Yes' if the business makes payments to employees.

Stakeholder Information

Appointor Details
The appointor is generally the individual who holds the authority to appoint and remove the trustees of a trust. This role also enables them to influence the trust's operations, including decisions related to investment strategies and asset allocation.

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Nominate Successor Appointor (Optional)

YesNo

A successor appointor is a nominated individual who assumes the role of appointor if the original appointor is unable to continue, due to circumstances such as death, incapacity, or resignation. This arrangement ensures continuity in the control and oversight of the trust.

Successor Appointor Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Number of Directors *

Director 1 Details

Title *

First Name *

Last Name *

Date of Birth *

TFN (Australian Tax file number)I authorise Clear Tax to collect and use my Tax File Number (TFN) solely for the purpose of setting up my entity. I understand it will be handled securely in accordance with Australian privacy laws.

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 2 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 3 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 4 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 5 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 6 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 7 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 8 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 9 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Director 10 Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Place of birth

Born in AustraliaBorn outside of Australia

Suburb

State

Country of birth

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Nominate Successor Director (Optional)

YesNo

A successor director is a nominated individual who is intended to be appointed as a director of the company if the current director passes away, becomes incapacitated, or is otherwise unable to continue performing their duties.

Successor Director Details

Title *

First Name *

Last Name *

Date of Birth *

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Number of Shareholders *If the director is the shareholder, select "Same as the directors".

Shareholder 1 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 2 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 3 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 4 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 5 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 6 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 7 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 8 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 9 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Shareholder 10 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

Number of Trust Beneficiary *If the director is the trust beneficiary, select "Same as the directors".

Trust Beneficiary 1 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 2 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 3 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 4 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 5 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 6 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 7 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 8 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 9 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Trust Beneficiary 10 Details

Title

First Name

Last Name

Date of Birth

Is your residential address the same as your business address

YesNo

Select 'Yes' if your residential address is the same as the business address you previously provided.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

It can be the same as your residential address.

ID Proof

Browse

Please upload Passport or Driving license.

Secretary and Public Officer

Title

First Name

Last Name

The Secretary manages company records and legal compliance and can be a director or another trusted person.
The Public Officer is the company’s tax representative to the ATO, must be an Australian resident aged 18 or over, and can also be a director or responsible person.

Business Name Registration Consent

I authorize AY Consultants Pty Ltd ABN 49 623 860 819 t/a Clear Tax, ASIC agent number 46527, to lodge the business registration application on my behalf under the terms and conditions of the

Australian Securities and Investments Commission (ASIC) Electronic Lodgement Protocol and declare that:

I am not disqualified from managing corporations under section 206B(1) of the Corporations Act 2001.

Within the last 5 years, the applicant has not been:

convicted of, or
released from prison after being convicted of, and serving a term of imprisonment for, any of the criminal offences referred to in section 32(1) (c) or (d) of the Business Names Registration Act 2011.

To the best of my knowledge, the information supplied in this transaction is complete and accurate
(it is an offence to provide false or misleading information to ASIC).

Signature *

Draw signature|Type signatureClear

Date

Trust Setup Fees

Note: Stamp Duty is required to be paid to the State Revenue Office separately once the setup is completed.

For Victoria - $200
For NSW - $750
For Northern Territory - $20

Please note that once the deed is executed, we will proceed with filing and provide you with the certificate. The associated fee is in addition to the setup fee.

ClearTax Accountants provides a designated service, and we are required to comply with Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) legislation. By accepting these Terms and Conditions, you agree to provide any identification, ownership, control, and other information reasonably requested to enable us to meet our legal obligations. We may verify your identity electronically and undertake sanctions and Politically Exposed Person (PEP) screening where required by law.

We reserve the right to delay, suspend, or decline to provide a designated service until all required AML/CTF checks have been satisfactorily completed. You agree to promptly notify us of any material changes to your identity, ownership, or control during our engagement. Your information will be collected, used, and disclosed only as permitted or required by law. ClearTax Accountants may also be legally prohibited from disclosing certain information relating to AML/CTF reporting obligations.

Trust Setup Fee (inc GST)

$2,049

Trust Setup Fee (inc GST)

Registered Office Address (inc GST)

Business Name Registration - 1 year (inc GST)

Business Name Registration - 3 year (inc GST)

Payment Information

Payment Method *

Credit/Debit CardBank Transfer (BSB & Account Number)

Payment *

Pay

Note: Payments made via credit card will incur a surcharge. We recommend using alternative payment methods to avoid this additional fee.

Bank Transfer Details

BSB: 063 000
Account Number: 1316 6899
Account Name: AY Consultants Pty Ltd, trading as Clear Tax

Receipt / Reference Number *

Upload Payment Receipt *

Browse

Save and Complete Later