From $242 (INCL GST) for email version
Overview
Unit Trusts differ from Family Trusts in that the beneficiaries are defined via ownership of Units in the Trust rather than by family relationships. These Units are much the same in concept to Company Shares and represent a direct portion of the value of the Assets held by the Trust.
A Unit Trust is often used for business arrangements where, for example, a group of people or entities are investing in a large asset (or assets) and want to apportion the value and income from these assets across the group. Units can be transferred between individuals (at an agreed value) and new units issued where the required proportion of Unit Holders approve.
This trust is not suitable for use if the Trustee wants to take advantage of the NSW Land Tax Concession under section 3A of the Land Tax Management Act NSW. If you want to take advantage of this section, please refer to our Fixed Unit Trust.
Click here to view an outline of the roles in a Unit Trust.
Standard Unit Trust Deeds
Designed for those who want a basic Unit Trust. Only one class of Units can be issued. These all receive the same distribution per Unit.
What’s included?
- A4 binder (white or grey)
- 3 (2 bound, 1 loose leaf) copies of the trust deed
- Instruction sheet
- Stamping instructions
- Statutory Declaration
- Notes for the assistance of the Trustee
- Minute page if Corporate Trustee
- Register of Unit Holders
- Application for Units
- Unit Certificate
Pricing
Online (incl gst) | Email (incl gst) | |
---|---|---|
PDF email delivery
|
$242 |
$352 |
Full Service Courier delivery
|
$352 |
$462 |
Optional Extras
|
Delivery Information
How long does it take to establish a Unit Trust Deed?
For email delivery orders ordered online, the Trust Deed and related documentation will be emailed to you within 15 minutes of placing your order. If you have ordered a Unit Trust package, we need to register the trustee company before establishing the Trust which means delivery may take up to 90 minutes for both the company register and the Trust deed.
We are able to deliver our full service couriered product to the Sydney metropolitan area within about 5 hours of receiving an order. Orders received before 12 midday are usually delivered the same day. Documents being sent to Brisbane and Melbourne will be sent by courier or express post and are often delivered the next day (orders must be received by 1pm for delivery the next day) and within a couple of days to Perth and regional areas.
Stamping
Duty Stamping of Trust Deeds
Please note that the Stamp Duty cost is not included in the listed price for the Unit Trust Deed. Trust Deeds established in either NSW or Victoria need to be duty stamped upon execution.
NSW Revenue NSW fees, for trust deeds executed on or after 1 February 2024, are $750 for the original deed and $20 for subsequent duplicates on top of the above trust deed prices. Service fees from $110 including GST are applicable.
Victoria The State Revenue Office fees are $200 on top of the above trust deed prices. Service fees from $110 including GST are applicable.
Trust FAQs