Corporate Trustee Fund Setup Application Form

Important Notes:

  1. Single member funds under a corporate trustee structure are not required to nominate a second director;
  2. All members must be directors and all directors must be members;
  3. Due to the high number of small propriety companies being established, as a suggestion, choose something unique - such as a surname, or nominee. For example David Smith Nominee Pty Ltd, etc;
  4. The corporate trustee is a special purpose company. Please do not use this as a trading entity; &
  5. If you do not have a PayPal account, PayPal has a guest checkout which accepts Master Card or Visa.

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Formal Fund Registration
    Name of Corporate Trustee - e.g. ABC Nominee Pty Ltd Fund Establishment Date (example: 18/08/2006) Fund Name Residential Address Suburb & Postcode Please select State Primary Contact Number (Required) Email Address (Required). This will be used for delivery of our service level agreement.
    Salutation for First Director/Member (Primary contact) First Name Surname Date of Birth Salutation for Third Director/Member First Name Surname Date of Birth
    Unique Code Identifier - Fund Establishment Date & Surname e.g. 12082003 smith

    In setting up the fund, the directors(s) acknowledge the following conditions: The Director(s) is not an undischarged bankrupt The Director(s) have never been convicted of dishonest conduct The Director(s) have never received a civil penalty order The Director(s) have never been a disqualified person by the ATO, APRA or ASIC The Directo(s) is a resident of Australia Please tick the box and accept the terms to proceed By clicking the "Submit" button, you consent to the establishment of a new company (Corporate Trustee) and new self managed superannuation fund, and to the terms and fees applicable of $1,320 (GST Inclusive). You will now be directed to PAYPAL to make & confirm payment. A tax invoice will be provided to you with the fund establishment documentation. AFTER CLICKING SUBMIT, PLEASE WAIT FOR ABOUT 15 SECONDS.

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