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

Setting up a New Unit 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.
  • DD slash MM slash YYYY
  • Trust Details

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

  • Including Residential Address, Date of Birth and Place of Birth.
  • Cannot be a PO Box!
  • DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Corporate Trustee Details

  • Including ACN and Registered Address.
  • Cannot be a PO Box!
  • Unit Holders

  • Unit Holder #1 - Individual

  • Including Residential Address, Date of Birth and Place of Birth.
  • Cannot be a PO Box!
  • DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Unit Holder #1 - Company

  • Including ACN and Registered Address.
  • Cannot be a PO Box!
  • Unit Holder #2 - Individual

  • Including Residential Address, Date of Birth and Place of Birth
  • Cannot be a PO Box!
  • DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Unit Holder #2 - Company

  • Including ACN and Registered Address.
  • Cannot be a PO Box!
  • Unit Holder #3 - Individual

  • Including Date of Birth, Place of Birth and Residential Address.
  • DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Cannot be a PO Box!
  • Unit Holder #3 - Company

  • Including ACN and Registered Address.
  • Cannot be a PO Box!
  • Unit Holder #4 - Individual

  • Including Residential Address, Date of Birth and Place of Birth.
  • Cannot be a PO Box!
  • DD slash MM slash YYYY
  • E.g. Melbourne, Victoria, Australia
  • Unit Holder #4 - Company

  • Including ACN & Registered Address
  • Cannot be a PO Box!
  • Entity Admin - Aintree Group Internal Use Only

  • Please refer to the ATO's list of ANZIC Codes here.
  • TFN

  • DD slash MM slash YYYY
  • ABN

  • DD slash MM slash YYYY
  • GST

  • DD slash MM slash YYYY
  • FTC

  • FTC provides you with a credit for the fuel tax (excise or customs duty included in the price of fuel you use for your business activities in machinery, plant, equipment and heavy vehicles.
  • This cannot be prior to the GST start date (see GST section above).
    DD slash MM slash YYYY
  • Please select all that apply.
  • PAYG Withholding

  • If greater than $25,000 then entity will be registered for monthly PAYG reporting.
  • Entity will be registered for monthly PAYG reporting
  • DD slash MM slash YYYY
  • Working holiday makers are individuals ho are holders of visa subclass 417 or 462, or an associated bridging visa.
  • Please contact the client directly. They will need to register themselves for Single Touch Payroll with the ATO.
    You can send them the following link for further information: https://www.ato.gov.au/business/single-touch-payroll/start-reporting/stp-checklists/.
  • WorkCover

  • Executive Assistant will complete application with Partner after company is set up.
  • Payroll Tax

  • Executive Assistant will complete application with Partner after company is set up.
    Payroll Tax Registration: https://www.e-business.sro.vic.gov.au/eBusiness/ptx/faces/register/welcome.xhtml
  • Update Systems - Internal Aintree Group 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 - Internal Aintree Group Use Only

  • Invoice Details - Internal Aintree Group Use Only

  • Excluding GST
  • Once structure is set up, Compliance Administrator must notify relevant Executive Assistant.
    WorkCover Application Form: https://www4.worksafe.vic.gov.au/oes-reg/index.html

    Payroll Registration Form: https://www.e-business.sro.vic.gov.au/eBusiness/ptx/faces/register/welcome.xhtml

  • 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.
  • 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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Aintree Group acknowledges the traditional owners of the land on which our office is built, the Wurundjeri Woi-wurrung people.

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