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Trusts Bundle

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Trusts Bundle

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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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