Trust deed order

Complete all steps and submit — pricing from $248. Exact pricing confirmed on review of your order.

Your details

Trust details

Trustee details

Package & pay

Your details

Full name *

Email address *

Phone number

Firm name

Postal address *

Trust details

Trust name *

Trust type *

Discretionary trust The trustee has full discretion over distributions to beneficiaries. Most commonly used for family and small business asset protection.

Unit trust Beneficiaries hold fixed units. Ideal for joint ventures and investment structures with multiple parties.

Hybrid trust Combines features of discretionary and unit trusts. Flexible structure for complex investment arrangements.

Appointor full name *

The appointor has the power to change the trustee

Appointor address

Trustee details

Select the number of individual trustees.

Beneficiaries

Children of appointor Grandchildren of appointor Spouse / de facto partner of appointor Other named individuals Companies Trusts

Other beneficiaries

Package & payment

Trust deed pricing from $248. Exact pricing is confirmed on review of your order.

Payment method

Bank deposit

Credit / debit card

Approved account

BankANZ

BSB012 349

Account221 604 238

Account nameAllan's Off The Shelf

ReferenceUse your trust name

Remittance toenquiries@alshelf.com.au

A 1.43% surcharge applies to credit and debit card payments. Card details are transmitted to our staff for manual processing and are not stored online.

Card type

Expiry date

Card number

Name on card

Your order will be processed and invoiced at your approved account rate. If you do not yet have an approved account, email enquiries@alshelf.com.au to apply.

Declaration

I declare that I hold the necessary consents of all parties listed on this order form and that all information provided is true and correct to the best of my knowledge.

Declarant full name *

Date *