Unit Trust
A Unit Trust is a trust in which the trust property is divided into a number of defined shares called units. The beneficiaries subscribe for the units in much the same way as shareholders in a company subscribe for shares. The assets of the trust are held by the trustee on trust for the unitholders, who generally are entitled to the capital and income of the trust fund in proportion to their holding of units.
We offer the following unit trusts: standard Unit Trust, Non-Geared Unit Trust, Fixed Unit Trust (for Income) and Fixed Unit Trust for NSW Land Tax.
To gather information from your clients using your logo, click on DOWNLOAD FORM to the right of this page.
The online Unit Trust order form captures all of the required information to setup the trust structure. The smart forms help guide the user through the process to ensure the clients requirements are reflected.We offer the following Unit Trusts: standard Unit Trust, Non-Geared Unit Trust, Fixed Unit Trust (for Income) and Fixed Unit Trust for NSW Land Tax. Make sure you understand the trust structure you are ordering and if you are unsure contact our office.Clients will receive an electronic copy of the deed and supporting documents, in addition we can stamp deeds for your jurisdiction.Stamping Service for NSW and VictoriaWe can arrange to have the trust deeds stamped in VIC and NSW with the applicable stamp duty for a fee + Duty.
Unit Trust documentation will be prepared in accordance with the order form and will usually include:
- Unit Trust Deed
- Unit Trust Guide
- Trustee and Subscriber Resolutions
- Unit certificate/s
- Unit holders Register
- Stamp Duty Info and stamping checklist
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