Comprehensive Unit Trust Deed for Legal Practitioners

Our Unit Trust Deed Template is a professionally drafted legal document designed to assist lawyers in establishing unit trusts for their clients. This template ensures clarity, compliance, and efficiency in structuring unit trusts for asset protection, investment, and business purposes.

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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.

Unit Trust Deed

Why Use a Professionally Drafted Unit Trust Deed?

A well-structured Unit Trust Deed is essential to avoid legal disputes and ensure smooth trust operations. This document clearly defines the roles of trustees and unit holders, distributions, and key operational rules, protecting the interests of all parties involved.

This template is ideal for:

  • Lawyers drafting trust deeds for clients.
  • Accountants & Financial Advisors setting up investment structures.
  • Business Owners & Investors requiring a flexible trust arrangement.

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COMPREHENSIVE COVERAGE

                        

Ensuring you have everything you need in one place.

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FREE WITH EVERY PURCHASE

                        

Our legal drafting booklet to guide you through the necessary steps in editing your documents.

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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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SUITABILITY

                        

AUSTRALIA

 

What’s Included in the Unit Trust Deed?

Full Commentary Included

The Unit Trust Deed template download contains the following key sections:

  • Definitions & Interpretation
  • Trust
  • Beneficial Interest of Unit Holders
  • Issue and Classification of Units
  • Register of Unit Holders
  • Certificates
  • Redemption of Units
  • Transfer of Units
  • Transmission of Units
  • Income and Capital
  • Categories of Income and Capital
  • Distribution to Unit Holders
  • Statements and Accounts
  • Appointment and Removal of Trustee
  • Variation of Trust
  • Modification of Class Rights
  • Provisions Relating to Trustee
  • Meetings of Unit Holders
  • Limitation on Liability of Unit Holders
  • Investment Powers
  • General Powers
  • Termination of Trust
  • Notices and Service
  • General Provisions

The Unit Trust Deed contains 33 pages of detailed provisions and is ready for use and customisation.

Why Choose Our Unit Trust Deed?

  • Time-Saving & Efficient – A ready-to-use template designed for lawyers and financial professionals.
  • Legally Compliant – Developed in accordance with Australian trust law and estate planning regulations.
  • Customisable & Adaptable – Easily modify the deed to suit specific client needs.
  • Cost-Effective – Reduce billable hours spent drafting, while maintaining legal accuracy.
  • Comprehensive & Reliable – Ensures clarity in trust administration and unit holder rights.

 

Unit Trust Deed
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