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  • Home
  • What We Do
    • Accounting & Tax Services
    • Business Consulting Services
    • Bookkeeping Services
    • Superannuation Services
    • Protecting Your Assets
    • Aintree Group Financial Services
    • Outsource to Aintree Group
    • Breaking Up
  • What We’re All About
    • Community Involvement
    • Our Clients
    • Our Team
    • Our Purpose
    • Our Network
    • Social Responsibility
    • Protecting Your Data
  • Events
  • Advice
  • Get In Touch
    • Contact Us
    • Book An Appointment
    • Join Our Team

Setting up a New Discretionary Trust

Please note: Aintree Group’s preferred supplier for setting up a new business structure is ACIS. You can find more details about ACIS on their website.
  • Client Consent

  • Written consent must have been provided by the client to authorise an Aintree Group team member or other third party to complete this form and "sign" for consent on their behalf.
  • Date Format: DD slash MM slash YYYY
  • Trust Details

  • Level 1 273 Camberwell Road CAMBERWELL VIC 3124
  • (If not Aintree Group's address)
  • Settlor Details

    Please note the Settlor has to be independent of the Trust, and cannot be a Beneficiary or Trustee of the Trust.
  • If "Other":
  • Appointor #1 Details

    The Appointor is a powerful position to hold within a Trust. Please allocate someone who is capable of managing the responsibilities associated with this role.
  • Date Format: DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Appointor #2 Details

    The Appointor is a powerful position to hold within a Trust. Please allocate someone who is capable of managing the responsibilities associated with this role.
  • Date Format: DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Individual Trustee Details

  • Please tick all that apply.
  • Individual Trustee #1

    Only fill out this section if the Trustee is not also an Appointor.
  • Cannot be a PO Box!
  • Date Format: DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Individual Trustee #2

  • Cannot be a PO Box!
  • Date Format: DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Corporate Trustee Details

  • Level 1 273 Camberwell Road CAMBERWELL VIC 3124
  • Cannot be a PO Box!
  • Beneficiaries

  • Please tick all that apply.
  • Primary Beneficiary #1

  • Date Format: DD slash MM slash YYYY
  • Primary Beneficiary #2

  • Date Format: DD slash MM slash YYYY
  • Primary Beneficiary #3

  • Date Format: DD slash MM slash YYYY
  • Primary Beneficiary #4

  • Date Format: DD slash MM slash YYYY
  • Entity Admin - Aintree Group Internal Use Only

  • TFN

  • Date Format: DD slash MM slash YYYY
  • ABN

  • Date Format: DD slash MM slash YYYY
  • GST

  • Date Format: DD slash MM slash YYYY
  • PAYG Withholding

  • If greater than $25,000 the entity will be registered for monthly PAYG reporting.
  • Please register entity for monthly PAYG reporting.
  • Date Format: DD slash MM slash YYYY
  • WorkCover

  • Please see manager for job.
  • Complete the following online form: Application for WorkCover Insurance
  • Payroll

  • Please see manager for job.
  • Complete the following online form: Payroll Tax Registration
  • Update Systems - Aintree Group Internal Use Only

  • If Xero Tax is required, ensure entity is set up as a Tax Client in XPM:
    1. Select Agent
    2. Check “Prepare Tax Form” box
    3. Check “Active ATO Client” box
  • Job Set Up - Aintree Group Internal Use Only

  • Invoice Details - Aintree Group Internal Use Only

  • Excluding GST
  • Once structure is set up, Compliance Administrator must notify relevant Executive Assistant.
  • This will be used to send you a completed copy of the form once it is approved by your nominated Partner.
  • Once you have completed the form, please nominate the relevant Aintree Group Partner to review and give final approval. Then click "Save and Submit for Review"
  • No review necessary. Click "Approved" when form is completed.
  • Final Review & Approval

    To be completed by relevant Aintree Group partner only!
    Once you have review the form and confirmed all fields are correct, please fill in your details below and click "Approved" button.
  • Date Format: DD slash MM slash YYYY
Save and Submit For Review

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admin@aintreegroup.com.au

Level 1 273 Camberwell Road
Camberwell, VIC 3124

 

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