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