Unit Trust Deed Bundle including Free Sample includes the two most popular Trust Deeds available, as well as a Unit Holders Agreement;
- Family Trusts (also known as Discretionary Trusts) and
- Unit Trusts (normally used in business situations)
- Unit Holder Agreement
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.
Trust Deeds are legal documents that sets out the rules for establishing and operating your fund. It includes such things as the fund’s objectives, who can be a member and whether benefits can be paid as a lump sum or income stream. The trust deed and super laws together form the fund’s governing rules.
Each Trust Deed download comes with notes explaining how trusts can be created, and shows you how to create them. Stamp duty and any other tax implications are explained. The notes cover the two most popular types of trusts in detail: Discretionary Trusts and Unit Trusts. The role of Trustee, Settlor and Appointor is explained, and best practices are suggested. The following precedents allow you to create Trusts.