Unit trust establishment

A unit trust is established by a settlor gifting the nominal settlement sum to the trustee. The trust is divided into classes of units, with each class entitling the unit holder to different rights. Each class of beneficiary is then defined by reference to their relationship with the relevant unit holder.

What's included:

• letter of explanation
• trust deed
• application for units
• unit certificates
• trustee resolutions
• letter to stamping authority

IMPORTANT: Director Identification Number

For further information, please call our office on 02 8296 6266