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Unit Trust

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Question: what are unit trusts?

Answer: unit trusts are essentially structures where assets are held and administered by the trustee upon trust for the holders of units in the unit trust fund. The entitlement of unitholders to income and capital from the trust fund is dependent solely upon the number of units held by them.

Question: why should I use a unit trust?

Answer: unitholders are entitled to distributions of capital and income made by the trustee in accordance with the terms of the trust deed in proportion to the number of units held by them. There is not the same regulation with unit trusts as there is with shares in private companies.



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Hybrid unit trust

Hybrid unit trust

$330.00
A hybrid of a discretionary trust and a unit trust.  Product Details...


Mortgage of units

Mortgage of units

$330.00
Mortgage of units given as security under an agreement.  Product Details...


Option to purchase units and sale of units agreement

Option to purchase units and sale of units agreement

$330.00
This is a simple stand-alone sale of units agreement with an option to acquire additional units in the unit trust at a later date.  Product Details...


Resignation and appointment of trustee of unit trust

Resignation and appointment of trustee of unit trust

$165.00
Deed to appoint a new trustee of a unit trust upon the resignation of the existing trustee.  Product Details...


Sale of Units Agreement

Sale of Units Agreement

$330.00
Sale of Units Agreement including clauses to cater for an assignment of loan account.  Product Details...


Sale of units agreement to employee

Sale of units agreement to employee

$330.00
Sale of units agreement where an employee is granted units in the unit trust.  Product Details...


Standard unit trust deed

Standard unit trust deed

$330.00
Standard unit trust deed includes applications, allotments, certificates, minutes and register of unitholders.  Product Details...



Transfer of units

Transfer of units

$165.00
Transfer of units in a unit trust.  Product Details...


Unitholders agreement

Unitholders agreement

$330.00
Comprehensive unitholders agreement with provision for alternative determination of contract and exit strategy clauses.  Product Details...


Unitholders agreement for professional bodies

Unitholders agreement for professional bodies

$330.00
Unitholders agreement for professional bodies. Includes provision for unitholders to retain the clients/customers they have introduced when the arrangement is terminated.  Product Details...


Unitholders agreement to purchase and develop property

Unitholders agreement to purchase and develop property

$330.00
Unitholders agreement where a unit trust is used to purchase and develop property.  Product Details...


Unitholders agreement with keyman clauses

Unitholders agreement with keyman clauses

$330.00
Comprehensive unitholders agreement with keyman clauses.   Product Details...


Variation for A, B and C class units

Variation for A, B and C class units

$165.00
Deed of variation to unit trust to create different class units or convert ordinary units into different class units.  Product Details...


Variation to unit trust deed in regard to unitholders agreement

Variation to unit trust deed in regard to unitholders agreement

$165.00
Variation to unit trust deed to ensure that unitholders agreement takes precedence over the unit trust.  Product Details...





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