New Trust Form | Brown Macaulay & Warren

New Trust Clients

did Deed

Trust Name:

Trust Type

Trust Dates:

Trust Formed

ABN

The Australian Business Number (ABN) is a unique 11 digit identifier issued to all entities registered in the Australian Business Register (ABR).

Trust Deed Issued

Trust Deed Updated

Tax Return for Financial Year Ended 30 June

State the Financial Year End you require the accounts and tax return to be prepared.

Is the Trust Registered for GST?

Accounting Software

Which Accounting Software does your Business Use?

Please upload your Trust Deed here as your Proof of ID

Drag & Drop Files, Choose Files to Upload

Trustee (1)

Name

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Date of Birth

Place of Birth:

Email

Phone

Trustee (2)

Name:

First

Middle

Last

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Date of Birth

Place of Birth

Email

This email address will be used for all correspondence from ASIC

Phone

Trustee (3)

Name:

First

Middle

Last

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Date of Birth

Place of Birth

Email

This email address will be used for all correspondence from ASIC

Phone

Trustee (4)

Name:

First

Middle

Last

Residential Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Date of Birth

Place of Birth

Email

This email address will be used for all correspondence from ASIC

Phone

Section Divider

Former Accountant Details (if applicable)

Name & Location of Firm

Previous Year Tax Return & Financials

Drag & Drop Files, Choose Files to Upload

How did you hear about us? (Please select one)

Name of referral

If other, please specify:

Further information

Please complete if you have any further information you would like to tell us.

Declaration

I appoint Brown Macaulay & Warren as my Tax Agent who will provide me with authority to prepare and lodge Australian Taxation documents and forms on my behalf, where appropriate, and at my discretion. The documents and forms may relate to Tax Agent Administration, Income Tax, Goods and Services Tax (GST), Pay As You Go (PAYG) and Activity Statement matters.