Unit trusts

Features of our single family unit trust deeds are:

copes with the post ‘Bamford’ necessities
the trustee decides what is income
they protect the trustee against liability under the prudent person rules that now form part of the Trustee Act
the deed protects directors of corporate trustees against personal liability to the extent permitted under the Corporations Law
our deed normally satisfies all bank requirements, although sometimes not without argument with the bank
comes with the land tax units that can arise with unit trusts being treated as a special fund for land tax purposes.

Package Price: $935.00
Stamp Duty: $610.00
Registration Price: $206.98

Telephone Tricia Shales on 02 8915 4949

Trustee's full name, ACN and address
Name
ACN
Address
Name of Trust
Place documents will be signed (will be your address unless you tell us otherwise)
Full names of Directors/Trustees who will attend meeting
Initial Unit Holders Full name and address, if a company also note A.C.N and names of Directors
Will the trust carry on a business?
- Yes
- No
Do you want the trust deed registered at NSW Land Registry Services?
- Yes
- No
Do you want a pre-emption clause inserted into the Trust Deed?
- Yes
- No
- Please note that we normally only send documents to you by e-mail in PDF format. If you don't want them sent by e-mail please check this box and we will post them to you.
Notes: (a) If any initial unit holders are trustees of another trust or a superannuation fund please include name of trust or fund

(b) Unless otherwise required, ten $1 units will be allotted to each initial unit holder.
Name of firm*
Contact at firm*
Email*

to send documents
Address*
Street Address Address Line 2 City ZIP / Postal Code Country
Telephone
Facsimile

Trustee's full name, ACN and address