UNIT TRUSTS BUNDLE

Crafted by legal professionals in Australia, our documents are not only legally sound but also easily customisable to suit your needs.

Every purchase includes a free drafting handbook to guide you step-by-step.

✔  Crafted by Australian legal professionals

✔  Free drafting handbook Included

✔  Fully editable Word Format

 

🛒 Purchase → ⬇️ Download Instantly → ✏️ Customise & Use

At a Glance

As a lawyer, accountant, or legal professional, ensuring your clients’ trust structures are legally compliant and strategically designed is essential. A properly structured Unit Trust provides asset protection and clear ownership distribution, making it an ideal vehicle for businesses, investors, and families. Our Unit Trust Bundle offers a complete set of professionally drafted legal templates, simplifying the process and ensuring compliance with Australian regulations.

 

A Unit Trust is a widely used structure for managing investments, businesses, or family assets. Without properly drafted legal documentation, disputes may arise, and compliance risks increase.

With our professionally prepared Unit Trust Bundle, you can:

  • Provide legally sound unit trust structures for clients
  • Clearly define unit holders’ rights and responsibilities
  • Appoint a trustee with a defined scope of management authority
  • Mitigate asset risks and personal liability exposure for unit holders

  • Ensure tax-effective income distribution strategies

INCLUDES

Unit Trust Bundle includes the most popular Trust Deed available, as well as a Unit Holders Agreement and Now Deed of Variation.

  1. Unit Trusts (normally used in business situations)
  2. Unit Holder Agreement
  3. Deed of Variation (new to bundle)

Where a Unit Trust is used, it is normally accompanied by a Unit Holder’s Agreement. A Unit Holder’s Agreement is an agreement between owners of units in a Unit Trust about what to do when a unit holder dies, wants to sell their units, and contains agreements about how to run the Trust and the underlying business.

    A Unit Trust Bundle is a comprehensive collection of legal documents designed to facilitate the establishment and management of a unit trust structure. Unit trusts are commonly utilised in business contexts to hold and manage assets, offering flexibility and potential tax advantages to unit holders.

    Key Components of the Unit Trust Bundle:

    1. Unit Trust Deed: This foundational document outlines the terms and conditions governing the unit trust, including the roles and responsibilities of the trustee and unit holders, the issuance and redemption of units, and the distribution of income and capital.
    2. Unit Holders Agreement: This agreement delineates the relationship between unit holders, covering aspects such as decision-making processes, transfer of units, dispute resolution mechanisms, and procedures to follow when a unit holder wishes to sell their units or in the event of a unit holder’s death.
    3. Deed of Variation: This document allows for amendments to be made to the original trust deed, providing flexibility to adapt the trust’s terms to changing circumstances or regulatory requirements.

    Benefits of Utilising a Unit Trust Bundle:

    • Comprehensive Coverage: By encompassing all essential documents, the bundle ensures that all legal aspects of establishing and managing a unit trust are addressed.
    • Cost-Effective: Purchasing a bundle is often more economical than acquiring each document separately.
    • Expertly Drafted: The documents are crafted by legal professionals, ensuring compliance with Australian legal standards and providing peace of mind.

    For those seeking a reliable and efficient way to establish a unit trust, the Unit Trust Bundle offered by Precedents Online is a valuable resource. It includes a Unit Trust Deed, Unit Holders Agreement, and a Deed of Variation, all available for immediate download in Word format for easy customisation.

    By leveraging this comprehensive bundle, individuals and businesses can effectively structure their unit trust arrangements, ensuring clarity and legal compliance in their operations.

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