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Home
About
About us
CEO’s Vision
Services
Personal Tax Return
Franchise
Business
Single Touch Payroll
Virtual CFO
Business Advisory
Business Start Up
Bookkeeping
Financial Reporting
Payroll
Business Tax Returns
GST and BAS
Self Managed Super Fund
Tools
Contact us
Discretionary (Family) Trust Instructions
Applicant Details
Surname
First Name
Address
Contact Number
Email
TFN
Message
Name of Trust
Founder Name
Founder Address
Trustee
ACN/Occupation
Trustee Address
Directors
2nd Trustee
ACN/Occupation
Appointer
Occupation
Address
ACN/Occupation
Save Details
SPECIFIED BENEFICIARIES (Income & asset beneficiaries)
Do they have children?
yes
no
The children of
Address
Save Details
Other specified Beneficiaries
OF
Add Beneficiary
Other specified Beneficiaries
OF
Add Beneficiary
Other specified Beneficiaries
OF
Add Beneficiary
We encourage all our clients to download the our new user-friendly app “the tax factor”, scan and upload all the above-mentioned information onto the app.
Download Here
Call us today and book your free consultation. Think Beyond Tax.
Email us
info@thetaxfactor.com.au
Visit us
Suite 4, Part Ground Floor, 80 George St, Parramatta NSW 2150
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