UNIT TRUST

Crafted by legal professionals in Australia, our documents are not only legally sound but also easily customisable to suit your needs.

Every purchase includes a free drafting handbook to guide you step-by-step.

✔  Crafted by Australian legal professionals

✔  Free drafting handbook Included

✔  Fully editable Word Format

🛒 Purchase → ⬇️ Download Instantly → ✏️ Customise & Use

At a Glance

A unit trust (definition) is a portfolio of stocks, bonds, property, cash or other asset classes, chosen by professional fund managers according to themes and styles of investing.  A unit trust is an unincorporated mutual fund structure that allows funds to hold assets and provide profits that go straight to individual unit owners instead of reinvesting them back into the fund.

A Unit Trust Deed is between Unit Holders in a Unit Trust. Where a Unit Trust is used, it is normally accompanied by a Unit Holder’s Agreement.

INCLUDES

Full Commentary Included

The Unit Trust Deed template download contains the following key sections:

  • Definitions & Interpretation
  • Trust
  • Beneficial Interest of Unit Holders
  • Issue and Classification of Units
  • Register of Unit Holders
  • Certificates
  • Redemption of Units
  • Transfer of Units
  • Transmission of Units
  • Income and Capital
  • Categories of Income and Capital
  • Distribution to Unit Holders
  • Statements and Accounts
  • Appointment and Removal of Trustee
  • Variation of Trust
  • Modification of Class Rights
  • Provisions Relating to Trustee
  • Meetings of Unit Holders
  • Limitation on Liability of Unit Holders
  • Investment Powers
  • General Powers
  • Termination of Trust
  • Notices and Service
  • General Provisions

The Unit Trust Deed contains 33 pages of detailed provisions and is ready for use and customisation.

Why Choose Our Unit Trust Deed?

  • Time-Saving & Efficient – A ready-to-use template designed for lawyers and financial professionals.
  • Legally Compliant – Developed in accordance with Australian trust law and estate planning regulations.
  • Customisable & Adaptable – Easily modify the deed to suit specific client needs.
  • Cost-Effective – Reduce billable hours spent drafting, while maintaining legal accuracy.
  • Comprehensive & Reliable – Ensures clarity in trust administration and unit holder rights.

 

 Get Your Template

Fully editable & ready to download instanty

 Instant download + free drafting Guide.

 

✔  Secure checkout

✔  Instant Download

✔  Australian-law-compliant