Change of Trust Name
Change of Trustee
Change of Appointor
Change of Beneficiaries
Change of Unit Holders
Allotment
Please provide all information requested for the first two Unit Holders above.
Transfer
Please use the office-Holders’ full legal names.
If there is more than one Director, at least two names should be listed.
Changes to Amounts Paid
Please note, this change will apply to all Unit Holders.
Consolidation
Consolidation reduces the number of units, and increases the price of each unit, the total value of units remains unchanged.
Subdivision
Subdivision increases the number of units, and decreases the price of each unit, the total value of units remains unchanged.
Redemption
Redemption means that the par value is paid back to the purchaser of the units, total value and amount of units are reduced.
Please provide all information requested for the first two Unit Holders above.
Cancellation
Please provide all information requested for the first two Unit Holders above.
Conversion
Buy Back
Return of Capital
Vesting of a Trust
Trust Ratification/Correction/Confirmation
Replacement Trust Deed
Note: The trustee should contact the person responsible for the preparation of the original trust deed, obtain details of the original instructions, and copies of the form of trust deed used by them, at the time. Together with such evidence of the terms of the trust as the trustee possesses, the trustee must then establish, as closely as is possible, the terms of the trust as they existed, at its creation. If this cannot be done a third-party standard deed which was used during that time will be used.
Please discuss the risks with the client before proceeding with the form.
Discretionary Trust
Provide full legal names, inclusive of any middle name(s).
Unit Trust
Please list all the information requested for the first two Unit Holders listed above.
Hybrid Trust
Please provide full legal names.
Please provide all information as requested above for the first two unit holders:
Effective Date of Transaction
Relationship Check
Important Note: Please refer to this article from CAS 360 to learn how to create a People Group Report: https://support.cas360.com/hc/en-au/articles/360013143152-People-Group-Report. Please create the report for the main associated entities in question to see what it is related to.
Note: If there are other forms that will relate to this change, please note that in the Additional Notes section under ‘Form Admin’, thank you.
Invoicing
Form Admin
Please select a Partner to review this form.
Team Members: Once you have completed all details in the form above and selected a Partner to review, please click “Submit to Partner for Approval” link below.
Partner Approval
To be completed by relevant Aintree Group partner only!
Once you have reviewed the form and confirmed all fields are correct, please fill in your details below and click “Approved” button.