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Trust Bundle

Suitable:  NSW  

Trusts Bundle – NSW

 

Purchase our Unit Trust Bundle & Testamentary Trusts Bundle and save $295.00. You get:

Family (Discretionary) Trust

Contents Include

  • 1          INTERPRETATION
  • 2          DISTRIBUTION OF INCOME
  • 3          DISTRIBUTION OF CAPITAL
  • 4          PAYMENT OR TRANSFER TO SETTLEMENT
  • 5          DETERMINATION OF EARLIER DISTRIBUTION DATE
  • 6          POWERS OF THE TRUSTEE
  • 7          TRUSTEE MAY ACT DESPITE PERSONAL INTEREST
  • 8          EXPENSES
  • 9          DETERMINATION OF INCOME OR CAPITAL ACCOUNT
  • 10        SECURITIES OR PROPERTY MAY BE HELD IN THE NAME OF A NOMINEE
  • 11        DISCRETIONS, POWERS AND INDEMNITY
  • 12        TRUSTEE’S REMUNERATION
  • 13        VACATION OF OFFICE OF TRUSTEE
  • 14        AMENDMENT OF THE TRUST DEED
  • 15        REMOVAL AND APPOINTMENT OF THE TRUSTEE
  • 16        MINUTE BOOK
  • 17        NAME OF THE TRUST
  • 18        RESIGNATION   OF TRUSTEE
  • 19        CORPORATE TRUSTEE
  • 20        PROPER LAW
  • 21        BENEFICIARY’S  ENTITLEMENT
  • 22        ACCOUNTS AND RECORDS
  • 1          SCHEDULE

21 pages long.

 

Unit Holders Agreement

Includes:-

(Commentary)

 

  • 1          Definitions & Interpretation
  • 2          Unit holding structure
  • 3          Management of the company
  • 4          Unit holders’ covenants
  • 5      Matters requiring a special resolution of unit holders
  • 6          Execution of documents
  • 7          Dividends
  • 8          Accounts
  • 9          Encumbering Units
  • 10       Insurance
  • 11        Drag along and tag along options
  • 12       Mediation
  • 13       Non-competition
  • 14       Conflicts of interest
  • 15       Confidentiality
  • 16       Mutual covenants
  • 17       Exclusion of implied relationships
  • 18       Term of agreement
  • 19       Continuing rights
  • 20       Notice
  • 21       General provisions

Unit Trust

Contents Include-

  • 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

 

Testamentary Trust

Includes :-

(Commentary)

Will creating one testamentary trust

Will creating multiple testamentary trusts

Contents Include:-

  •          STANDARD CLAUSES
  •          Legal and financial advice
  •          Survivorship
  •          Power to disclaim
  •          SCHEDULES
  •          SCHEDULE
  •          Provision for spouse
  •          Executors
  •          Creation of trust
  •          Disposition of estate
  •          SCHEDULE 2
  •          Children.
  •          Executors
  •          Guardians
  •          Creation of trust
  •          Disposition of estate
  •          Third generation
  •          Grandchildren  3
  •          Disposition of third generation
  •          No surviving person
  •          Equalisation of benefits
  •          SCHEDULE 3
  •          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
  •          SCHEDULE 4
  •          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

 

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.

 

 

Includes GST

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Precedents Online sells legal documents to  the legal profession and businesses in Australia. We supply over 300+ Legal Templates for immediate download in word format.

The documents  have been created by practising lawyers and are for immediate purchase online.

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

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 Free Legal Drafting Book

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Who we are

Precedents Online sells legal documents to  the legal profession and businesses in Australia. We supply over 300+ Legal Templates for immediate download in word format.

The documents  have been created by practising lawyers and are for immediate purchase online.

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

 Simple to Use

 Free Legal Drafting Book

No Memberships Required

What our Latest Satisfied Customers Say

Easy as always
I’ve used this site over the years for quick templates to build and modify from. Saves a great deal of work and ensures I have up to date changes already made for me when I need.
Confidentiality Agreement
I have used Precedents Online and do find their product very well written and clear.
Title clear and helpful
Very good precedent - only comment would be to provide some examples or comments if each clause is essential to create a binding financial agreement and, if optional, 1 or 2 brief examples of circumstances where the relevant clause could be excluded. Otherwise, great work and I will certainly use precedents online again, cheers!
Your Legal Documents
Thanks for the great downloads. Great for starting a small legal practice.
Legal
Great service. Fast response and a good price. Easy to follow the download procedure. Would definitely use again.

Rural Lease Agreement

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