MGAA Trust Formation Form

MGAA Trust Set Up Form

Trust Preferred Name 1

Trust Preferred Name 2

Business Address (If company is home based, fill full residence address, including suburb, state and pin)

Address Line 1

Address Line 2

City

State

Country

Nature of Trust

Discretionary Family Trust

Unit Trust

Trustee Details

Click here for the Company Formation Form

Trustee

Company

Individual

Full Name of the Company

Kindly set up the company form if not already existing.

Details of Individual Trustee #1

Full legal name as per Drivers License

Residential Address as per Drivers License

Address Line 1

Address Line 2

City

State

Zip Code

Country

Details of individual Trustee #2

Full legal name as per Drivers License

Residential Address as per Drivers License

Address Line 1

Address Line 2

City

State

Zip Code

Country

Purpose of Trust

Investment

Business

Will the trust own real estate now or in future in Australia

Yes

Key Person Details

We will get in touch separately to get confirmation of Unit Holder details and their %age of ownerships.

Key Person Details

Named Beneficiary– Individual #1

Beneficiaries

Appointer

Full legal name as per Drivers License

Residential Address as per Drivers License

Address Line 1

Address Line 2

City

State

Zip Code

Country

Named Beneficiary– Individual #2

Beneficiaries

Appointer

Full legal name as per Drivers License

Residential Address as per Drivers License

Address Line 1

Address Line 2

City

State

Zip Code

Country

Named Beneficiary– Individual #3

Beneficiaries

Appointer

Full legal name as per Drivers License

Residential Address as per Drivers License

Address Line 1

Address Line 2

City

State

Zip Code

Country

Named Beneficiary– Individual #4

Beneficiaries

Appointer

Full legal name as per Drivers License

Residential Address as per Drivers License

Address Line 1

Address Line 2

City

State

Zip Code

Country

Settlor

Full legal name as per Drivers License

Residential Address as per Drivers License

Address Line 1

Address Line 2

City

State

Zip Code

Country

I confirm that the above details are true and accurate and instruct M G Arthur & Associates Pty Ltd to proceed with the formation of the entity. I confirm I have not received any legal advice from M G Arthur & Associates Pty Ltd. I agree to the quoted amount in the proposal for the formation.