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STANDARD DOCUMENT PACKAGES

All order forms are reviewed by an experienced lawyer on receipt. We will call you if we spot any issues requiring discussion or clarification.

Unit Trust

Our single-family unit trust deeds offer a range of advantageous features, including:

  1. Compliance with post-‘Bamford’ requirements, ensuring your trust aligns with the latest legal standards.
  2. Empowerment of the trustee to determine what constitutes income, providing flexibility and control.
  3. Protection of the trustee against liability under the prudent person rules, now an integral part of the Trustee Act.
  4. Safeguarding of corporate directors serving as trustees, minimizing personal liability in line with the Corporations Law.
  5. Typically satisfying most bank requirements, although occasional negotiations with the bank may be necessary.
  6. Inclusion of land tax Provisions that can address potential land tax issues when unit trusts are treated as a special fund for land tax purposes.

For more information about this package, please get in touch.

Unit Trust
(if a corporate trustee is used)
(if company)
Do you want a pre-emption clause inserted into the Trust Deed?
Do you want the trust deed registered at NSW Land Registry Services?

Please note that we normally only send documents to you by email in PDF format. If you don't want them sent by email please check this box and we will post them to you.
To send documents

Liability limited by a scheme approved under Professional Standards Legislation.