Unit Trust

Creating a Trust

Should you decide you need a Trust, you should seek legal and financial advice to ascertain the most suitable trust for you. Whether you are considering Asset Protection and/or Estate Planning you must also consider Tax Planning prior to creation of the Trust as well as Duties implications.

We supply a "generic" deed [under license to our legal advisors] generally within 24 to 48 hours of receipt of your order. The Deed will be suppied in triplicate, with Trustee Declarations, Application for Units and Unit Certificates.

What is a Unit Trust?

The Unit Trust is a document outlining a fixed distribution of income and/or capital in accordance with the proportion of issued units. This is similar to a shareholding in a Company. A Unit Trust structure may be appropriate where individuals/companies enter into a common investment/joint venture. The Trustee is bound by the Deed in respect to dealing with income and assets.
The most common form of a Trustee is an Incorporated Company controlled by all the unitholders (parties) of the Unit Trust to ensure the integrity of the Trust.

This information is supplied as a brief outline only and does not preclude the Ordering Party from fulfilling their legal obligations. Company Planners Pty Ltd cannot explain every responsibility or cover every situation, and in this regard you should seek professional business and financial advice. You will be held responsible for your legal obligations and not Company Planners Pty Ltd.

 


 

Total Number of Units:

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Trust Deeds are dutiable documents and our pricing does not include stamping or payment of duties. Fees vary from state to state and you should refer the Office of State Revenue in your jurisdiction.

Trust Details (* Required Fields)

Governing Jurisdiction (State)

Trust Name:

Trustee Details

If a company please supply A.C.N. and registered address

Name:

*

Address:

*

Name:

Address:

Name:

Address:

Unit Holders

If a company please supply A.C.N. and registered address

Name Unitholder 1:

*

Address:

*

Number of Units:

Class of Units:

Ordinary

or Other:

Sum Paid per unit:

Name Unitholder 2:

Address:

Number of Units:

Class of Units:

Ordinary

or Other:

Sum Paid per unit:

Name Unitholder 3:

Address:

Number of Units:

Class of Units:

Ordinary

or Other:

Sum Paid per unit:

Contact Details (The Client)

Name:

*

Firm:

*

Suite/Unit/Level No.

Street No. and Name

Suburb/State/Postcode

*

Email Address:

*

Phone Number:

*

Facsimile:

Preferred Delivery:

Post / Courier (Mandatory)
Email (Deed in PDF)

Disclaimer and Conditions

I / we the client, acknowledge and agree that prior to submitting this order, I / we have read, understood and shall be bound by the same including the Conditions which appear hereafter.

Agreement:

Yes No

Instructions for Unit Trust Deed:

-Standard Unit Trust Deed (in triplicate);
-Application for units
-Unit certificates
-Trustee Company Resolutions (if applicable)
-Declaration of Trust (if applicable);

The Order will be processed within 1-2 working days and delivered via Australia Post unless otherwise advised.

If you do not hold a current Credit Account with Company Planners Pty Ltd, supply is subject to pre-payment. Please contact us for payment options

Disclaimer
Company Planners Pty. Ltd. ("CPPL") does not provide legal or other professional advice and our services, constitutions, deeds and statutory documents are not offered as a substitute for professional services and advice from a qualified legal, IP expert, accountant or other professional person. You must satisfy yourself when determining how the law applies to you or your client's circumstances. We confirm we have not been requested to advise you in relation to this trust including but not limited to the appropriateness of the parties thereto, the deed, ownership rights to a name or any legal or taxation consequences that may arise as a consequence of the creation of the trust or supply of documents, nor have we provided such advice. No person on behalf of CPPL has any authority to make any representations or give any professional advice whatsoever. CPPL will not be liable for the consequences of any action or activity undertaken, or expense incurred by a party seeking to rely upon this service. Any claim for damages will be strictly limited to our re providing the services we have contracted to provide. ©2005 All rights reserved.