Family trust setup information

For family trust setup, we require the following information.

Trust Name:

Business activity:

We recommend using a company as the trustee to enjoy full benefits of this structure.

For Corporate trustee setup, we need the following information.

Preferred company name No.1:

Preferred company name No.2:

Details of each director & shareholder:

1. First name
2. Last name
3. Date of birth
4. Place of birth (city/province only)
5. TFN
6. Share allocation (%)

Details of beneficiaries

1. Full name
2. Date of birth