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      Data Capture Form: Bare Trust

      Download a copy here: Bare Trust - Client Data Capture Form

      Bare Trust - Client Data Capture Form


      General Info
      Name of the Trust 
      Date the Trust will be executed 

      Trustee: Individual
      Full Name 
      Full Address 

      Trustee: Company
      Name of the Company (including legal elements, i.e. Pty Ltd) 
      Full Address 
      Director/s Names 
      ACN 

      Beneficiary: Individual
      Full Name 
      Full Address 

      Beneficiary: Company
      Name of the Company (including legal elements, i.e. Pty Ltd) 
      Full Address 
      Director/s Names 
      ACN 

      Beneficiary: Trust
      Name of the Trust 

      Individual Trustee  Name 
      Full Address 

      Company Trustee Name of the Company (including legal elements, i.e. Pty Ltd) 
      Full Address 
      Director/s 
      ACN 

      Beneficiary: SMSF
      Name of the Fund 

      Individual Trustee  Name 
      Full Address 

      Company Trustee Name of the Company (including legal elements, i.e. Pty Ltd) 
      Full Address 
      Director/s 
      ACN 

      Asset
      Cash (Amount of Cash) 
      Property (Property Address) 
      Other Asset (Example: 3000 shares of BHP and/or 1 BMW 216)