Use this checklist to ensure you have completed all necessary steps before winding up a Trust.
Please click “Save and Continue Later” under Saving Form field, and then “Save Form” at the bottom of this form, to come back to your checklist later.
If you submit the form for Partner approval and the final tax return has not been lodged, this will significantly impact the next person in the process and the form will likely need to be re-done.
You can click “save form” at the bottom of this form to come back to your checklist later.
Standard fee amount is $396 (including disbursement + GST). Client will be invoiced upon completion unless the WIP exceeds the minimum (or quoted) amount, in which case the invoice will be sent to the Partner for review.
Please see this schedule in FYI Docs for the standard Aintree Group fees for this work.
Information for vesting this Trust will be taken from CAS 360 and deed/s saved in FYI. If you are not confident that the information is up to date, please request an EA to provide this to you for checking PRIOR to you approving this form.