Online documents

1. New company

2. New discretionary trust

3. New unit trust

4. New SMSF

5. New LRBA

6. Trust modernisation

   NEW

7. Change of trustee or appointor

8. Update trust deed or constitution

9. Division 7A loan agreements

TIP: If submitting multiple forms for a client, start with a new company form (if applicable). Once submitted, there will be an option to copy the submitted details to another form — such as another new company form, a new trust form or a change of trustee form — to reduce repeated data entry. The trust modernisation form has a similar feature, in that, once submitted, there will be an option to copy the submitted details to another trust modernisation form, to streamline updating multiple discretionary trusts within a client group.