- Overview
- Pricing
- Delivery Information
- Stamping
- FAQs
Unit Trusts differ from Family Trusts in that the beneficiaries are defined via ownership of Units in the Trust rather than by family relationships. These Units are much the same in concept to Company Shares and represent a direct portion of the value of the Assets held by the Trust.
A Unit Trust is often used for business arrangements where, for example, a group of people or entities are investing in a large asset (or assets) and want to apportion the value and income from these assets across the group. Units can be transferred between individuals (at an agreed value) and new units issued where the required proportion of Unit Holders approve.
Click here to view an outline of the roles in a Unit Trust.
Hybrid Trust Deed
Combines a Multiclass Unit Trust with a Family Trust component to allow a Trustee to distribute to family members of those nominated in addition to Unit Class related distributions.
What’s included?
- 01 Trust Register
- A4 binder (white or grey)
- 3 (2 bound, 1 loose leaf) copies of the trust deed
- Instruction sheet
- Stamping instructions
- Notes for the assistance of the Trustee
- Minute page if Corporate Trustee
- Register of Unit Holders
- Application for Units
- Unit Certificate
PDF email Delivery
Service Courier delivery
For email delivery orders ordered online, the Trust Deed and related documentation will be emailed to you within 15 minutes of placing your order. If you have ordered a Multi Class Unit Trust package, we need to register the company before establishing the Trust which means delivery may take up to 90 minutes for both the company register and the Trust deed.
We are able to deliver our full service couriered product to the Sydney metropolitan area within about 5 hours of receiving an order. Orders received before 12 midday are usually delivered the same day. Documents being sent to Brisbane and Melbourne will be sent by courier or express post and are often delivered the next day (orders must be received by 1pm for delivery the next day) and within a couple of days to Perth and regional areas.
Duty Stamping of Trust Deeds
Please note that the Stamp Duty cost is not included in the listed price for the Unit Trust Deed. Trust Deeds established in either NSW or Victoria need to be duty stamped upon execution.
NSW Revenue NSW fees are $500 for the original trust deed and $10 for subsequent duplicates on top of the above trust deed prices. Service fees from $110 including GST are applicable.
Victoria The State Revenue Office fees are $200 on top of the above trust deed prices. Service fees from $110 including GST are applicable.
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