Trust Formation
Consent Form

Please complete this form to provide the preliminary details required to begin the trust establishment process.

Tax File Number and Date of Birth: Please provide these details over the phone for security reasons. Please do not enter TFN or date of birth information online.

1. Trust Details

Name of the Trust*

Number of Trustees*

Description of Main Business Activity*

Name of Trustee*

Address of Trustee*

Office Address of Trust*

2. Beneficiary Details

Number of Beneficiaries*

Names of Beneficiaries*

3. Individuals Associated with the Trust

Individual 1

Full Name*

Email*

Phone*

Address*

Individual 2

Full Name*

Email*

Phone*

Address*

Individual 3 (if applicable)

Full Name

Phone

Address

Individual 4 (if applicable)

Full Name

Phone

Address

Individual 5 (if applicable)

Full Name

Phone

Address

4. Company Associated with the Trust

Company Name

ACN / ABN

Registered Address

4. Business and Tax Details

Estimated Annual Turnover*

GST Registration*

YesNo

Additional Information

5. Consent & Authorisation

Terms and Conditions

By submitting this form, I confirm that the information provided is complete and accurate to the best of my knowledge.

I understand that trust establishment details must be correct before preparation of documents and that further information may be requested before the matter is finalised.

I authorise NEXO Accounting to contact me regarding this matter and to proceed with the trust establishment process based on the information supplied.

6. Verification

Please enter any 2 digits*

Trust Formation Consent Form

1. Trust Details

2. Beneficiary Details

3. Individuals Associated with the Trust

Individual 1

Individual 2

Individual 3 (if applicable)

Individual 4 (if applicable)

Individual 5 (if applicable)

4. Company Associated with the Trust

4. Business and Tax Details

5. Consent & Authorisation

6. Verification

Trust Formation
Consent Form