Unit Trust Set Up | Allan's Off the Shelf

Unit Trust Deeds from $248

Includes Minutes, Trust Deed & an option to get the physical register with 2 bound copies of the Deed included in a Fund Register

The role of trusts in business and family structures is common

The critical elements of any trust structure include “Planning”, “Distribution”, “Taxation Consequences’ and “Estate Planning”, principally for the purpose of maximizing taxation efficiency. It is therefore essential that the use of a trust is carefully thought through in consultation with a competent advisor.

What is a trust?

A Trust basically entails equitable obligations imposed on a person (trustee) to legally hold and deal with property for the benefit of other people (beneficiaries). A Family Trust Australia, unlike a corporation, is not recognized in law as a separate legal entity. The respective rights and duties of the Trustee and Beneficiaries are usually set out in the Deed evidencing the Trust. We help you in setting up a family trust, unit trust set up & discretionary trust set up Australia wide.

14 Day Account

Approved accounting & legal firms can also take advantage of Allan’s 30 day account. The price to register a new trust on the account is $258

Online Unit Trust Deed Order Form

Unit Trust Deed (1)

Name of Trust
Print your order here for you own records
DELIVERY OPTIONS
- EMAIL ONLY VERSION
- PHYSICAL VERSION
Trust Name :
SETTLOR – Not Required for Unit Trust
Trustee Name :
Address:
2nd Trustee Name:
ACN if Trustee is a company
Directors of Trustee Company 1
2
3
Settlement Sum :
Power of Appointment to :
– Not Required for Unit Trust
FOR FAMILY TRUST ONLY
BENEFICIARIES
A standard “Remoter issue” clause is contained within the Trust
deed and should be sufficient for all contingencies
FOR UNIT TRUST ONLY
Nature of Business:
UNIT HOLDERS
Please Select No. of Unit Holders:
Name :
Address:
No. Of Units:
Name :
Address:
No. Of Units:
Name :
Address:
No. Of Units:
Name :
Address:
No. Of Units:
Name :
Address:
No. Of Units:
CLIENT DETAILS
Date:
Client name:*
Address:
Contact:*
Email Address:*
Phone:*
Fax:
Delivery Instructions:
PAYMENT OPTIONS:
- Credit Card Payment: $257 for email version or $357 for physical register (Pre Paid & INCL 2.2% surcharge)
- Bank Deposit: $248 for email version or $348 for physical register (Pre Paid)
- 30 Day Account: $258 for email version or $358 for physical register (To approved clients only)
CREDIT CARD INFORMATION
We will contact to take the credit card detail
Hidden
Card Number:
Hidden
Name On card:
Hidden
Expiry date:
Hidden
CVV Code: What is CVV?
BANK DETAILS FOR DIRECT DEPOSIT:
Account Name: Allan’s Off The Shelf
BSB: 012 349
Account No: 221 604 238

The Applicant hereby accepts full responsibility for any amount payable to Allan’s Off
The Shelf for the incorporation of the above company.
Signature of confirmation of order (if faxed):
Enter the Code below and Hit Submit
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Unit Trust Deed

Unit Trust Deeds from $248

Online Unit Trust Deed Order Form

Unit Trust Deed (1)

New company
from $779

Super funds
from $340

Trust deeds
from $240