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: $235.70

View Order Form (PDF)

Telephone Tricia Shales on 02 8915 4949

Unit trusts

  • Trustee's full name, ACN and address

  • 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

  • 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.
  • to send documents