HOW TO INVEST
Completing an application
Application Name Please provide the information exactly as it should appear on your investment records. Applications must be in the name of a natural person, company or other legal entity acceptable to the Trustee. Applications in the name of a trust or estate, business, firm or partnership, club or association or other unincorporated body will not be accepted. However, Applications made solely in the individual name of the person who is the trustee, proprietor, partner or office bearer (as applicable) of the entity are acceptable. Postal Address and Contact Name Please provide the preferred address for all investment correspondence. Please also provide a contact name and telephone number if a natural person does not make the investment. By completing these details, you are authorising us to contact you regarding your investment. Accounts Details Please complete these details to ensure prompt payment of your distributions by the Trustee.
Tax File Number (TFN) You should provide your TFN or exemption. It is not an offence under any Act of law to refuse to provide your TFN. If you choose not to provide your TFN, then the Trustee is required to deduct tax at the highest marginal rate plus the Medicare levy from your distribution. If you are exempt from quoting a TFN, please state the reason for the exemption or your exemption number. Collection of your TFN is authorised and its use and disclosure are strictly regulated by tax laws and the Privacy Act 1998 (Cth) as amended. If you (i.e. the Investor applicant) are an entity which is making the investment in the Trust “in the course or furtherance of an enterprise carried on by” the entity, in accordance with section 12-155 Schedule 1 of the Taxation Administration Act 1953, then you need not quote your TFN if you have already quoted your ABN. Signing and Submitting The Application Form must be submitted online by the applicant, with applicable signatures. Submission of the Application Form constitutes an irrevocable offer, which will be deemed to be accepted by the Trustee upon the issue of the Units in the Trust.
QUANTA TENNYSON STREET OFFICE TRUST | Information Memorandum
34
Powered by FlippingBook