Optimise Your Legal Practice with a Comprehensive Unit Trust Bundle

Unit Trust Bundle
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.
Why Lawyers and Legal Professionals Need a Unit Trust Bundle
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:
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Provide legally sound unit trust structures for clients
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Clearly define unit holders’ rights and responsibilities
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Appoint a trustee with a defined scope of management authority
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Mitigate asset risks and personal liability exposure for unit holders
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Ensure tax-effective income distribution strategies
COMPREHENSIVE COVERAGE
Ensuring you have everything you need in one place.
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Our legal drafting booklet to guide you through the necessary steps in editing your documents.
EASY CUSTOMISATION
Each document is designed to be easily editable, allowing you to tailor the agreements to your specific needs without hassle.
LEGALLY SOUND
All our documents are crafted by legal professionals and adhere to Australian legal standards, giving you confidence in their validity.
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AUSTRALIA
The Unit Trust Bundle for Legal Professionals
Why Choose the Unit Trust Bundle for Your Practice?
Our Unit Trust Bundle is a comprehensive legal toolkit designed specifically for lawyers, accountants, and financial professionals. This all-in-one downloadable package includes a complete set of professionally drafted trust documents, ensuring seamless trust establishment and administration for your clients.
What’s Included in the Unit Trust Bundle?
- Unit Trust Deed – Establishes the legal foundation of the trust, ensuring enforceability
- Unit Holder Agreement – Defines rights, responsibilities, and voting powers of unit holders
- Deed of Variation – Allows for amendments to the trust structure as required
- Other essential trust-related legal documents – Ensuring compliance with Australian trust law
Why Legal Professionals Choose Our Unit Trust Bundle?
- Time-Saving & Efficient – Ready-to-use templates tailored for lawyers and financial professionals
- Legally Compliant – Developed in accordance with Australian trust law and estate planning regulations
- Customisable & Adaptable – Easily modify templates to suit specific client trust structures
- Cost-Effective – Reduce billable hours spent drafting, while maintaining legal accuracy
- Comprehensive Coverage – One package delivers multiple essential trust documents, streamlining your practice
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Fill in the Details
Provide your personal information, asset distribution, and executor details.
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TRUST BUNDLE
Unit Trust Bundle includes the most popular Trust Deed available, as well as a Unit Holders Agreement and Now Deed of Variation.
- Unit Trusts (normally used in business situations)
- Unit Holder Agreement
- 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:
- 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.
- 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.
- 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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