Unit Trust Form

Unit Trust Form
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Are you planning to hold land in NSW in this unit trust?*

YesNo

Land in NSW
Cannot Continue

Because you intend for your unit trust to hold land in NSW, this document is not suitable for your needs.

The Land Tax Management Act 1956 (NSW) contains special rules for unit trusts. If your trust deed does not comply with these regulations, you may be subject to a higher rate of land tax.

This template is not designed to cater for this specific legal situation. To proceed, you will need to contact a lawyer for assistance in drafting a compliant document.

Name of the Unit trust
Name of the Unit Trust*
The name MUST have "Unit Trust" at the end

Trustee
Is the Trustee a Human or a Company*

HumanCompany
The Role of the Trustee

The Trustee is the legal controller of the trust. They are responsible for managing the trust's assets for the ultimate benefit of the beneficiaries.

Key responsibilities include:

Legal Ownership: Holding the legal title to the trust's assets (e.g., property, shares, bank accounts).
Management: Making all day-to-day decisions, such as managing investments and paying trust expenses.
Distribution: Deciding how and when to distribute income or capital to the beneficiaries each year, as outlined in the Trust Deed.
Duty of Care: The Trustee must always act in the best interests of the beneficiaries and comply with all legal obligations.

A Trustee can be one or more individuals (over 18 years of age) or a dedicated company, which is known as a 'Corporate Trustee'.

Individual Trustee
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
Please upload a copy of the Driver's License or Passport*

Cancelof

Corporate Trustee
Company Name*
Company ACN*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
Please upload a copy of the Driver's License or Passport for all Directors of the Company*

Cancelof

Unit Holder One
Is this Unit Holder a Human or a Company*

HumanCompany
Company Name*
Company ACN*
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does Unit Holder One own the Units beneficially?*

YesNo
E.g No, I hold the shares for someone else or I hold them for a trust
If No, Representative Capacity:
E.g. For shares held by a Trust, type: As trustee for the ____ Trust

Unit Holder two
Is this Unit Holder a Human or a Company*

HumanCompany
Company Name*
Company ACN*
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does Unit Holder One own the Units beneficially?*

YesNo
E.g No, I hold the shares for someone else or I hold them for a trust
If No, Representative Capacity:
E.g. For shares held by a Trust, type: As trustee for the ____ Trust

Unit Holder three
Is this Unit Holder a Human or a Company*

HumanCompany
Company Name*
Company ACN*
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does Unit Holder One own the Units beneficially?*

YesNo
E.g No, I hold the shares for someone else or I hold them for a trust
If No, Representative Capacity:
E.g. For shares held by a Trust, type: As trustee for the ____ Trust

Unit Holder Four
Is this Unit Holder a Human or a Company*

HumanCompany
Company Name*
Company ACN*
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does Unit Holder One own the Units beneficially?*

YesNo
E.g No, I hold the shares for someone else or I hold them for a trust
If No, Representative Capacity:
E.g. For shares held by a Trust, type: As trustee for the ____ Trust

Unit Holder Five
Is this Unit Holder a Human or a Company*

HumanCompany
Company Name*
Company ACN*
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does Unit Holder One own the Units beneficially?*

YesNo
E.g No, I hold the shares for someone else or I hold them for a trust
If No, Representative Capacity:
E.g. For shares held by a Trust, type: As trustee for the ____ Trust

Unit Holder Six
Is this Unit Holder a Human or a Company*

HumanCompany
Company Name*
Company ACN*
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does Unit Holder One own the Units beneficially?*

YesNo
E.g No, I hold the shares for someone else or I hold them for a trust
If No, Representative Capacity:
E.g. For shares held by a Trust, type: As trustee for the ____ Trust

Payment
Additional Notes or Questions (Optional)

Unit Trust Deed

Unit Trust Deed Product Image

Unit Trust Deed

$385.00AUD Quantity
Item subtotal:$0.00AUD

Enter coupon

Total

$0.00AUD

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

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