TRUSTS BUNDLE
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TRUSTS BUNDLE
Trusts Bundle – NSW
Purchase our Unit Trust Bundle & Testamentary Trusts Bundle and save $295.00
All five precedents for only $399.00 including GST. (buying these precedents individually would normally cost $694.00 – that’s a saving of $295.00)
If you are not an expert in trusts or testamentary trusts, don’t worry. These precedents have been drafted by experts and come with Practice Guides that will show you how to draft and implement your trusts. Trust me, this is good value.
TRUSTS BUNDLE OVER 100 PAGES
Family (Discretionary) Trust
Contents Include
- Interpretation
- Distribution of Income
- Distributin of Capital
- Payment or Transfer to Settlement
- Determintion of Earlier Distibution
- Powers of the Trustee
- Trustee may act Despite Personal Interest
- Expenses
- Determination of Income or Capital
- Personal Interest
- Expenses
- Securities or Property
- Discretiosn, Powers & Indemnity
- urstee’s Renumeration
- Vacation of Office of Trustee
- Amendment of the Trust Deed
- Removal & Appointment of Trustee
- Minute Book
- Name of The Trust
- Resignaion of the Trustee
- Corporate Trustee
- Proper Law
- Beneficiary’s Entitlement
- Accounts & Records
- Schedule
21 Pages Long
Unit Holders Agreement
Includes:-
(Commentary)
- Definitions & Interpretation
- Unit holding structure
- Management of the company
- Unit holders’ covenants
- Matters requiring a special resolution of unit holders
- Execution of documents
- Dividends
- Accounts
- Encumbering Units
- Insurance
- Drag along and tag along options
- Mediation
- Non-competition
- Conflicts of interest
- Confidentiality
- Mutual covenants
- Exclusion of implied relationships
- Term of agreement
- Continuing rights
- Notice
- General provisions
Unit Trust
Contents Include-
- 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
Testamentary Trust
Includes :-
(Commentary)
Will creating one testamentary trust
Will creating multiple testamentary trusts
Contents Include:-
- Legal and financial advice
- Survivorship
- Power to disclaim
- Provision for spouse
- Executors
- Creation of trust
- Disposition of estate
- Children.
- Executors
- Guardians
- Creation of trust
- Disposition of estate
- Third generation
- Grandchildren 3
- Disposition of third generation
- No surviving person
- Equalisation of benefits
- Property of the trust
- Trustees: definition and appointment
- Conflicts of interest
- Ineligible trustees
- Primary purpose
- Beneficiaries
- Powers of the primary beneficiary
- Transfer of powers
- Manner of exercise of powers
- Investment 8
- Powers of trustees
- Vesting and dissolution of the trust
- Executors
- Conflicts of interest
- Priorities
- Duty to appoint
- Duty to seek out superannuation death benefit nominations
- Self-managed superannuation funds
- Superannuation lump sum death benefits
- General powers of executors and trustees
- Fees and commission
- Interpretation
- Definitions
INCLUDES GST
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