Unit trust establishment

A unit trust is established by a settlor gifting the nominal settlement sum to the trustee. The trust is divided into classes of units, with each class entitling the unit holder to different rights. Each class of beneficiary is then defined by reference to their relationship with the relevant unit holder.

Document pack includes:

• Deed of unit trust
• application resolution to apply for units
• application for units
• Certificates
• Register of unit holders
• Trustee consents
• Trustee resolutions
• Letter to client
• Owners manual
• Statutory Declaration for Stamp Duty

For further information on establishing a unit trust and how we might assist, please call our Help Desk on 02 8296 6266

IMPORTANT: Director Identification Number