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Tax agent appointment: trust

Appoint Top Accountants as your trust’s registered tax agent. Each trustee (or director of the corporate trustee) who signs adds their own signature and photo ID.

One more step after you sign: nominate us with the ATO

The ATO requires companies, trusts, partnerships and super funds to nominate their tax agent online before we can act. Log in to Online services for business (with your myID), select Profile › Agent details › Agent nominations › Add, search for our registered agent number 25377345, complete the declaration and submit. Then let us know: the nomination lasts 28 days. Need help? Call the ATO on 13 28 66. See the ATO’s guide to nominating your registered agent.

Trust details

e.g. The Citizen Family Trust
From the trust deed, if known.
Checks out ✓
Checks out ✓

Trustee

Who is the trustee?
Checks out ✓

Main contact

We send the signed copy here.

Authority

We, the undersigned, being the trustee(s) of the trust named above (or the director(s) of its corporate trustee) and authorised to sign on its behalf, hereby authorise Top Accountants Pty. Ltd. (Tax Agent 25377345) to act as the trust's registered Tax Agent, access ATO records, and lodge Income Tax Returns, Business Activity Statements, and other tax documents electronically on behalf of the trust. We consent to receiving all correspondence electronically and agree that Top Accountants Pty. Ltd. may collect and use the trust's TFN and our personal information in accordance with the Privacy Act 1988. To facilitate service delivery, we expressly consent to Top Accountants Pty. Ltd. using outsourced and/or offshore service providers, and to the storage of the provided information and prepared documents on third-party cloud databases (such as Google Drive or Dropbox). We acknowledge that this engagement is for the preparation and lodgment of returns based on information provided by or on behalf of the trust, for which the trustee retains full responsibility, and does not constitute a statutory financial audit. We acknowledge that Top Accountants Pty. Ltd. (Tax Agent 25377345) registration can be verified on the Tax Practitioners Board (TPB) public register at www.tpb.gov.au/public-register, and that we have the right to make a complaint to the TPB at www.tpb.gov.au/complaints regarding the tax agent services provided.

Trustees signing

Each individual trustee, or each director of the corporate trustee who signs, adds their details, ticks the box and signs.

Documents

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Photo or scan of the ID above (both sides of a card, or the passport photo page). JPG, PNG or PDF, up to 10 MB. Used only to verify identity, as the Tax Practitioners Board requires. One per signatory.

    Drag files here or choose files

    The pages showing the trust name, trustee and date, or the whole deed. PDF, JPG or PNG, up to 10 MB each.

      Sending…

      We record the date, time, IP address and browser on a signing certificate attached to your PDF. See our privacy policy.

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