Unit Trust Deed

Unit Form Data Details set out below

1. Full name and address of the Settlor. If the Settlor is a company, registered office, ACN and whether the company has the power to settle a trust.
   
  NOTE that the Settlor cannot be the same as the Trustee nor can he be a beneficiary.
Settlor Name:
Address:
Company Name:
Registered Office:
ACN:
   
2. Full Name and Address of the Trustee. If the Trustee is a company, registered office, ACN and name/address of one of the directors.
   
If Individual trustee NOTE that the Trustee is excluded as a beneficiary to avoid adverse stamp duty and CGT consequences on a change of Trustee.
Trustee Name:
Address:
If company trustee  
Company Name:
Registered Office:
ACN:
Director Name:
Address:
   
Is the trustee a sole director company?
   
3. The initial settlement sum. The amount paid by the Settlor to the Trustee to establish the trust.
   
Settlement Sum
   
4. The number of units into which the trust shall be originally divided.
   
Number of Units
   
5. Full name and address of each unit holder and number of units held by each unit holder (if a unit holder is a Company, registered office and ACN
   
Unit holders:
   
6. The name of the Trust.
   
Trust Name:
   
10. Please provide the following contact information
   
Name:
Title:
Organisation:
Phone Number:
Fax Number:
Email Address:
   
   
   
   
 
 
 
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