1. Country: AUSTRALIA

2. Address: Paste the registered home address of the client, NOT the PO Box

3. Is the Discretionary Trading Trust’s postal address the same as the business address?

1. What is the Discretionary Trading Trust’s email address for service of notices and correspondence? Copy the email address on the form

2. Does the Discretionary Trading Trust have more than one business location in Australia? NO

3. What is the telephone number for this location? Tick Mobile

4. What is the email address for this location? Tick Same as service of notice email then put the email address

1. Associated organization: ACN of the associated organization (no space in between numbers) Copy from the certificate of registration

2. Name: Copy name of company in the form

3. Tick: Trustee click ADD >

4. Add Address: Copy from the form

5. What is the date the associated organisation commenced, registered or became incorporated? Copy from form the Registration Date of the Company click ADD >

6. A message will appear: The name has been obtained for the provided ACN/ARBN/ARFN. If the name is correct, continue with your application. Otherwise, change the ACN/ARBN/ARFN supplied and the name and continue.

7. Check the details (ACN, Company Name, Address and Date of Registration); if CORRECT, click ADD >

8. Associate details will be shown, if CORRECT, click NEXT>

1. Go to https://www.abr.gov.au/business-super-funds-charities/applying-abn, click Apply or reapply for an ABN

2. Tick on “I agree to provide true and correct information in this application and have read and understand the conditions above.” > click NEXT

1. For taxation purposes which type of entity is the applicant? Company, Partnership, Trust or other organization

2. What type of organization is the applicant? Discretionary trust – trading

3. Are the terms of the trust set out in a trust deed or are the terms of the trust implied? YES

4. Will your activities be carried out in Australia? YES

5. Have you started or are you taking steps to start your activity? YES

6. What is the nature of your activity? In the form of a business

7. Are you doing things that are consistent with running a business (use the help icon to see the list of what we look for)? YES > click NEXT

8. ABN Entitlement Report > click NEXT

1. Is the applicant an Australian resident for tax purposes? YES

2. Is the applicant a type of organisation that fits within an income tax exempt category? NO

3. Is the applicant a charity or another type of not-for-profit organisation? NO

4. If the applicant uses, or intends to use the services of a registered agent, what is their registered agent number? LEAVE IT BLANK > click NEXT

1. Name of the Discretionary Trading Trust: Copy name of trust in the form and paste it after “The trustee for” > click NEXT

1. From what date does the Discretionary Trading Trust require its ABN? Copy the Date of deed from the trust deed

2. If you intend for this business activity to be less than 3 months, on what date do you expect to cease business? DISREGARD THIS QUESTION

3. Is the Discretionary Trading Trust owned or controlled by Commonwealth, State, Territory or Local Government? NO

1. Describe the Discretionary Trading Trust’s main business activity: Copy the purpose from the form

2. Select the category which best matches the Discretionary Trading Trust’s main business activity

3. Does the Trust operate an agricultural property? NO > click NEXT

1. Postal Address Details: Copy PO BOX address from form, if no PO BOX just put the street address:

1. Authorised contact1: Enter Client’s name, mobile no. (can be 04 directly), email address from form> position: Director

2. More contact: Yes, if more than 1 person on form> click NEXT >

3. Authorised contact2 (usually for spouse/partner): enter name, mobile no., email address from form> position based from the form, More contact: Yes>

4. Authorised contact3: enter Consultant’s name (3rd), office number, office email address, position: Manager> Next>

5. Associates (Click Add Associated Organisation for the Trustee Company)

1. Why is the Discretionary Trading Trust applying for an ABN? New Business Australia

2. Is this the Discretionary Trading Trust’s first time in business in Australia? YES, click NEXT>

1. Name: Put Client’s FULL NAME

2. Position Held: Director

3. Date of Declaration: Put date of actual application

1. Print Page as PDF and save in client folder> File name: “YYMMDD ABN and TFN Application – The Trustee for Name of Trust”

2. Check form if details are correct, once done, click SUBMIT and do the following:

2a. Copy the Application Reference Number (can be found at the bottom of the form) and put it on the form under TFN of the Trust (Ex: Applied on 27 Sep 2022 – TFN Application Reference No. 123 456 789 1023)

2b. Print Page as PDF and save in client folder > “YYMMDD ABN and TFN Application Confirmation – The Trustee for Name of Trust”

2c. Save ABN Advice Letter > File Name: “YYMMDD ABN Advice Letter – ABN (type number) – The Trustee for Name of Trust” > Click CONTINUE > Click SUMMARY/EXIT > Click Exit Application