Introduction
This Unit Trust Deed is a comprehensive legal document used to establish and govern a unit trust.
It sets out the terms on which a trustee holds and manages the trust fund for the benefit of unit holders, including the issue of units and the allocation of beneficial interests.
The deed includes provisions dealing with the creation and classification of units, rights of unit holders and the administration of the trust.
It provides a structured framework for managing trust assets and is suitable for investment, business and asset holding arrangements.
📄 Unit Trust Deed
• Establishment of unit trust structure
• Appointment of trustee and initial unit holder
• Trust fund and initial contribution provisions
🏛 Trust Structure
• Beneficial interests of unit holders
• Units representing shares in the trust fund
• Unit holder register requirements
⚖️ Administration Framework
• Trustee role and administration provisions
• Rights and obligations of unit holders
• Governing law and interpretation clauses
📊 Units & Interests
• Issue of additional units
• Classification and reclassification of units
• Application and allocation process for units
What is a Unit Trust Deed?
A unit trust deed is a legal document that establishes a unit trust and sets out how the trust is managed.
In a unit trust, beneficiaries hold units which represent their share in the trust fund.
The trustee manages the trust assets in accordance with the terms of the deed for the benefit of the unit holders.
Professionally Drafted Legal Precedent
Prepared by experienced Australian commercial lawyers, this precedent provides a comprehensive and reliable framework for real-world use.
The document is fully editable in Microsoft Word and includes an Editing Legal Documents Guide to assist with completing and tailoring the agreement.
Designed for immediate use, it can be adapted to suit a wide range of legal and commercial scenarios.
At A Glance
What This Document Covers
• Establishment of a unit trust
• Trust fund and contributions
• Unit holder interests
• Trustee role and obligations
• Trust structure
Key Provisions Included
• Issue and classification of units
• Beneficial interests
• Unit holder register
• Trustee powers
• Trust administration
Typical Use
• Investment structures
• Property ownership structures
• Business ventures
• Asset holding arrangements
• Family or commercial trusts
Download Details
• Professionally drafted legal precedent• Suitable for Australian use
• Fully editable Microsoft Word document
• Includes Editing Legal Documents Guide
• Instant download available immediately after purchase
Drafted by Legal Professionals
Our precedents are prepared by Australian legal practitioners and reflect commonly used legal drafting standards.
Practical and Easy to Use
Each template provides a structured framework that can be adapted to suit the specific transaction or matter.
Instant Access
Download immediately after purchase and edit the document in Microsoft Word to suit your requirements.
Also Known As
• Unit trust agreement
• Trust deed (unit trust)
• Investment trust deed
• Trust structure document
• Unit holder trust deed
Frequently Asked Questions
What is a unit trust?
A unit trust is a trust where beneficiaries hold units representing their share in the trust fund.
Who manages the trust?
The trustee manages the trust assets in accordance with the terms of the trust deed.
Can additional units be issued?
Yes. The deed includes provisions allowing the trustee to issue additional units.
What is the role of the trustee?
The trustee holds and manages the trust fund for the benefit of the unit holders.
Unit Trust Deed – Instant Download
• Unit trust deed template
• Includes trust structure and governance provisions
• Suitable for investment and business use
• Fully editable Microsoft Word document
• Instant download available immediately after purchase
Used by lawyers, businesses and commercial operators across Australia.
Download This Precedent
Instant download. Fully editable Microsoft Word format. Includes practical drafting guidance.