unit trust

unit trust (definition) is a portfolio of stocks, bonds, property, cash or other asset classes, chosen by professional fund managers according to themes and styles of investing.

Unit Trust Deed 

 

 

unit trust (definition) is a portfolio of stocks, bonds, property, cash or other asset classes, chosen by professional fund managers according to themes and styles of investing.  A unit trust is an unincorporated mutual fund structure that allows funds to hold assets and provide profits that go straight to individual unit owners instead of reinvesting them back into the fund.

A Unit Trust Deed is between Unit Holders in a Unit Trust. Where a Unit Trust is used, it is normally accompanied by a Unit Holder’s Agreement.

Your Unit Trust Deed Template Includes:-

  • CONTENTS
  • 1          Definitions & Interpretation
  • 2          Trust
  • 3          Beneficial interest of unit holders
  • 4          Issue and classification of units
  • 5          Register of unit holders
  • 6          Certificates
  • 7          Redemption of units
  • 8          Transfer of units
  • 9          Transmission of units
  • 10       Income and capital
  • 11       Categories of income and capital
  • 12       Distribution to unit holders
  • 13       Statements and accounts
  • 14       Appointment and removal of trustee
  • 15       Variation of trust
  • 16       Modification of class rights
  • 17       Provisions relating to trustee
  • 18       Meetings of unit holders
  • 19       Limitation on liability of unit holders
  • 20       Investment powers
  • 21       General powers
  • 22       Termination of trust
  • 23       Notices and service
  • 24       General Provisions

 

The Unit Trust Deed contains 33 pages.

 

 

 

 

 

Unit-Trust-Deed-precedentsonline-compressed

 Free Unit Trust Deed Sample

Precedents Online sells legal documents to the legal profession in Australia. The online legal documents are supplied by Kalde Legal Pty Ltd. Most of the copyright in the works available on this site vests in Kalde Legal Pty Ltd and the documents themselves have been created by practising lawyers.

Legal precedents sold on this site are available for immediate use.  Precedents shown on this site have been drafted by practicing lawyers and kept up to date with changes in the law.

Precedents Online. Powered by Kalde Legal.

Word Download

Immediate attachment of the download with your confirmation email.

Download in Word Format.  Simply, save  and reuse.

No Memberships

No Memberships, Logins Required.

No forms or Template to complete before download.  Download immediatley.

Free Legal Booklet

FREE Legal Drafting Booklet to guide you with drafting your legal documents.

Document Review Service by Lawyer.

 

Australian Owned

Australian Owned & Operated.  All Templates drafted by practicng  Australian Lawyers.