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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

Winding up a Trust - Checklist

Use this checklist to ensure you have completed all necessary steps before winding up a Trust.
  • Please select which Aintree Group Partner oversees this client.
  • Checklist

  • Please lodge the final tax return before winding down this trust.

    You can click "save and continue" at the bottom of this form to come back to your checklist later.

    Tick off each relevant registration that has been cancelled.

    You can submit the Client Registration Update Form to notify our Compliance Administrator that registrations need to be modify or removed.

  • Please prepare resolution before winding down this trust.

    You can click "save and continue" at the bottom of this form to come back to your checklist later.

  • Team Member Name
Save and Continue Later

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Level 1 273 Camberwell Road
Camberwell, VIC 3124

 

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