Optimise Your Legal Practice with a Comprehensive Unit Holders Agreement

The Unit Holders Agreement for Legal Professionals and Investors

Why Choose the Unit Holders Agreement?

Our Unit Holders Agreement is designed for both lawyers and business professionals, ensuring that all parties involved in a unit trust have a clear understanding of their legal position. This agreement is a key document in any trust structure, particularly when multiple investors or stakeholders are involved.

What’s Included in the Unit Holders Agreement? 

Our Unit Holders Agreement includes essential provisions to ensure clarity, fairness, and legal compliance for all unit holders. The key sections covered in this agreement include:

• • Definitions & Interpretation – Establishes clear definitions for all terms used in the agreement.

  • Unit Holding Structure – Outlines the structure of unit ownership within the trust.

  • Management of the Company – Defines management roles and responsibilities.

  • Unit Holders’ Covenants – Details the obligations and responsibilities of each unit holder.

  • Matters Requiring a Special Resolution of Unit Holders – Specifies decisions that require a majority vote.

  • Execution of Documents – Establishes procedures for signing official documents.

  • Dividends & Accounts – Governs financial distributions and record-keeping requirements.

  • Encumbering Units – Regulates the pledging or use of units as security.

  • Insurance – Ensures the trust and its assets are appropriately covered.

  • Drag Along and Tag Along Options – Protects minority and majority unit holders in sales.

  • Mediation & Dispute Resolution – Outlines steps to resolve conflicts efficiently.

  • Non-Competition & Conflicts of Interest – Prevents conflicts between unit holders and competing businesses.

  • Confidentiality & Mutual Covenants – Ensures trust dealings remain private.

  • Exclusion of Implied Relationships – Clarifies that no additional legal relationships exist beyond the agreement.

  • Term of Agreement & Continuing Rights – Specifies the duration and ongoing obligations of the agreement.

  • Notice & General Provisions – Covers general requirements and formal notifications. 

Why Lawyers and Investors Choose Our Unit Holders Agreement?

• Legally Compliant – Drafted to align with Australian trust and commercial laws
• Time-Saving & Efficient – Ready-to-use templates tailored for legal and financial professionals
• Customisable & Adaptable – Easily modify clauses to suit specific unit trust arrangements
• Cost-Effective – Save on legal drafting fees while maintaining professional accuracy
• Comprehensive Coverage – Covers all key aspects of unit holder rights, decision-making, and asset protection

How to Use the Unit Holders Agreement in Your Practice or Business

1. Download the agreement – Gain immediate access to the professionally drafted document.
2. Customise for specific needs – Adapt clauses to fit unique trust structures and unit holder relationships.
3. Ensure legal compliance – Review, finalise, and execute with all relevant parties.
4. Maintain records – Securely store the agreement for reference in trust operations and future disputes.

Strengthen Your Legal and Business Strategies with a Unit Holders Agreement

Enhance your legal practice or investment strategy by using a legally binding Unit Holders Agreement. Download today and provide your clients or business partners with a clear, structured agreement that ensures compliance and minimises risks.

Need additional legal assistance? Contact us for expert guidance on trust structures and legal documentation.

1. Clarify Rights & Responsibilities

A well-drafted agreement eliminates confusion, ensuring all unit holders understand their obligations.

2. Minimise Disputes & Legal Risks

Prevent conflicts by clearly defining voting rights, profit distributions, and dispute resolution processes.

3. Ensure Legal Validity

Our Unit Holders Agreement complies with Australian trust and business laws, making it legally enforceable.

4. Customisable for Diverse Client Needs

Whether for commercial trusts or family asset management, our agreement is flexible enough to meet a wide range of requirements.

Establish a Legally Sound Unit Trust with the Right Agreement

Setting up a Unit Holders Agreement using our professionally prepared template is simple:

1. Download the template – Access a high-quality, legally drafted agreement instantly.
2. Fill in the details – Provide relevant information on unit holders, trustees, and governance structures.
3. Review and adapt – Ensure provisions align with your specific needs and legal requirements.
4. Sign and execute – Finalise the agreement with all involved parties in compliance with legal requirements.
5. Secure storage & compliance – Keep the document readily available for trust administration and legal reference.

Protect Your Investments with a Legally Enforceable Agreement

Ensure your trust is backed by a comprehensive, legally binding Unit Holders Agreement. Download now and streamline your trust management with clarity and confidence. 

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