Hybrid Trust Instruction Sheet

Please PRINT, then fill out and Mail or Fax back to 03 5273 5274
Personal Details
 
Instructing Business:
 ____________________________________
Contact Person:
 ____________________________________
Address:
 ____________________________________
Telephone:
 ____________________________________
Facsimile:
 ____________________________________
Email:
 ____________________________________
        
1. Name of Trust
 
Name of Trust:
 ____________________________________
        
2. State or Territory
 
____________________________________
        
3. Trustee Details
 

Trustee Details:

 ____________________________________

(a) Full Name:

 ____________________________________

(b) ACN (if applicable)

 ____________________________________

(c) Registered Office/
      Usual Address:

 ____________________________________
        
4. Directors of Trustee
     (if Corporation)
 

First Director

  

(a) Full Name:

 ____________________________________

(b) Usual Address:

 ____________________________________

Second Director

  

(a) Full Name:

 ____________________________________

(b) Usual Address:

 ____________________________________
        
5. Original Unit Holders
 

First Unit Holder

  

(a) Full Name:

 ____________________________________

(b) ACN (if applicable)

 ____________________________________

(c) Registered Office/
      Usual Address:

 ____________________________________

(d) Class of Units:

 ____________________________________

(e) Number of Units:

 ____________________________________

(f) Par Value of Units

 ____________________________________

Second Unit Holder

  

(a) Full Name:

 ____________________________________

(b) ACN (if applicable)

 ____________________________________

(c) Registered Office/
      Usual Address:

 ____________________________________

(d) Class of Units:

 ____________________________________

(e) Number of Units:

 ____________________________________

(f) Par Value of Units

 ____________________________________

 

  
        
6. Settled Sum
 
Settled Sum:
 ____________________________________
        
7. Additional Trustee Powers
 





        
8. Form of Execution
(by Trustee and/or Original Unit Holders)
 
1. Director and second director or secretary - with seal
2. Director and second director or secretary - without seal
 3. Sole director and sole secretary -with seal
 4. Sole director and sole secretary - without seal
5. Sole director and no secretary - with seal
6. Sole director and no secretary - without seal
        
9. Specific Instructions:
 









         
Please PRINT, then fill out and Mail or Fax back to 03 5273 5274