Unit Transfer Registration

    Before receiving a transfer you must have read the relevant Information Memorandum or Product Disclosure Statement. If you have not received a copy of the document please email [email protected]activepropertygroup.com.au.

     

    Investment Entity

    Select which type of entity the investment will be held in:

    Individual(s)CompanyTrustSMSF
    Note: Please ensure that you select an investment entity before you move on.
     

    Individual Name(s)

    Please use full legal name(s) e.g. John David Smith and Jane Anna Smith

    Company Name

    Please use full legal name e.g. Smithco Pty Ltd

    Trustee Name

    Please use full legal name(s) e.g. Smithco Pty Ltd or John David Smith & Jane Anna Smith

    Trustee Name

    Please use full legal name(s) e.g. Smithco Pty Ltd or John David Smith & Jane Anna Smith

    Company Tax File Number (TFN) if available
    Australian Company Number (ACN) if available
    Trust Name
    Please use the full legal name e.g. Smith Family Trust
    Super Fund Name
    Please use the full legal name e.g. Smith Super Fund
    Trust Tax File Number (TFN) if available
    Trust Australian Business Number (ABN) if available
    SMSF Tax File Number (TFN) if available
    SMSF Australian Business Number (ABN) if available
    Minimum $250,000. Please refer to individual loan summary and addendum.
     

    Individual(s): If you are applying to invest with another individual (E.g. Mr John Smith & Mrs Joan Smith) you will both be required as signatories on this application. Click on ‘Add Another Applicant’ to fill in additional applicant details.

    Company: If the Company is a sole director company, only the sole director must sign. If the Company has multiple directors, each director must sign. Click on ‘Add Another Applicant’ to fill in additional applicant details.

    Trust: If the Trust has only one individual Trustee, only the sole Trustee must sign. If the Trust has multiple individual Trustees then all Trustees must sign. If the Trustee is a sole director Company, only the sole director must sign. If the Trustee is a Company and has multiple directors, each director must sign. Click on ‘Add Another Applicant’ to fill in additional applicant details.

    SMSF: If the SMSF has only one individual Trustee, only the sole Trustee must sign. If the SMSF has multiple individual Trustees, then all individual Trustees must sign. If the Trustee is a sole director Company, only the sole director must sign. If the SMSF has a Company Trustee and has multiple directors, each director must sign. Click on ‘Add Another Applicant’ to fill in additional applicant details.

     
     

    Individual 1 Details
    Director 1 Details
    Trustee / Director 1 Details
    Trustee / Director 1 Details

     

    Full Name

    Tax File Number (TFN)

    Email
    Phone

    Signature

     

     

     

    Individual 2 Details
    Director 2 Details
    Trustee / Director 2 Details
    Trustee / Director 2 Details

     

    Full Name

    Tax File Number (TFN)

    Email
    Phone

    Signature

     

     

     

    Individual 3 Details
    Director 3 Details
    Trustee / Director 3 Details
    Trustee / Director 3 Details

     

    Full Name

    Tax File Number (TFN)

    Email
    Phone

    Signature

     

     

     

    Individual 4 Details
    Director 4 Details
    Trustee / Director 4 Details
    Trustee / Director 4 Details

     

    Full Name

    Tax File Number (TFN)

    Email
    Phone

    Signature

     
     

    Distributions

    Please specify the bank account details for receipt of distributions below:
     

    Bank Account Details
    Account details for receipt of distributions
     

    Account Name (must be the same as the account holder's name)

    BSB

    [ ]
    -
    [ ]

    Account Number

     

    I agree to the Terms and Conditions and authorise the above.
     

    You must agree to Terms and Conditions above before form can be submitted.

    Submit

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