Set Up a Trust — Eightco Advisors

Step 2 of 5

Trustee Details

Individual or corporate trustee

Trustee type *

IndividualCorporate trustee

Step 3 of 5

Beneficiaries

All potential beneficiaries of the trust

Full name *Date of birth (DD/MM/YYYY)TFNRelationship to trustee

Beneficiary 1

Full name *

Date of birth (DD/MM/YYYY)

TFN

Relationship to trustee

Appointor (who can change trustee)

Protector / guardian (if applicable)

Step 4 of 5

Additional Registrations

TFN, ABN, GST, PAYGW, FTC

Step 5 of 5

Declaration & Signature

Review and sign to submit

Declaration

All information provided to Eightco is true and correct.
I authorise Eightco (Reg. Tax Agent No. 26334839) to act on my behalf.
I understand it is an offence to provide false or misleading information to the ATO.

Terms of Engagement

We will provide the requested services based solely on the information you provide, exercising reasonable care and skill. You must provide complete and accurate information. Fees are agreed prior to commencement. All information is kept strictly confidential. Liability is limited to the fee paid for the engagement. This engagement is governed by the laws of Queensland, Australia. Last updated June 2025 — Eightco.

Full name *

Date (DD/MM/YYYY) *

Signature — run cursor or finger across the box *

Sign here ✍

I confirm all information is true and correct and I agree to the Terms of Engagement above *

Setting Up a Trust

Trust Details

Trustee Details

Beneficiaries

Additional Registrations

Declaration & Signature

Declaration

Setting Up a Trust

Trust Details

Trustee Details

Beneficiaries

Additional Registrations

Declaration & Signature

Declaration