Unit Trust

Fast Track Instruction Form

Instructions are only accepted if this form is completed by your Accountant, Adviser or Lawyer with FULL PAYMENT.
Adviser’s Name:
Adviser’s Firm:
Firm’s Address:
Adviser’s Work #:
Adviser’s Fax #:
Adviser’s E-mail:

For more information on Unit Trusts feel free to see our Manual on Unit Trusts.

1. Who runs the Unit Trust? - The Trustee
(you can have more than one trustee)

Trustee 1
 (and ACN Number if a company)

Name:
 (eg. Colin Joseph Smith 
or ABC Pty Ltd)
(First - Middle - Surname)
ACN:
Address:

Trustee 2
 (and ACN Number if a company)

Name:
 (eg. Colin Joseph Smith 
or ABC Pty Ltd)
( First - Middle - Surname)
ACN:
Address:

The Trust assets are in the name of the Trustee. The Trustee can be a company or a person. You and your spouse can be the Trustee.

2. What do you want to call your Unit Trust?

The  Unit Trust

You can call the Trust anything you like. Many people call the trust after their own surname or business name. eg - The Smith Unit Trust

3. Who are the Unit Holders?

Unit  Holder 1
Full Name
(or Trustee Name*) 		No. of General Units
($1.00 each)
Full Residential Address

Unit  Holder 2
Full Name
(or Trustee Name*) 		No. of General Units
($1.00 each)
Full Residential Address

Unit  Holder 3
Full Name
(or Trustee Name*) 		No. of General Units
($1.00 each)
Full Residential Address

Unit  Holder 4
Full Name
(or Trustee Name*) 		No. of General Units
($1.00 each)
Full Residential Address

Unit  Holder 5
Full Name
(or Trustee Name*) 		No. of General Units
($1.00 each)
Full Residential Address

Unit  Holder 6
Full Name
(or Trustee Name*) 		No. of General Units
($1.00 each)
Full Residential Address

The Total Value of Units is $

If the Unit Holder holds the units in trust, name the trust (eg: Smith Family Trust, Smith Super Fund or the Smith Unit Trust).
Each Unit Holder also gets one Discretionary Unit. One is all you need. Superannuation Funds can not use the discretionary unit that the Unit Trust will give to them.

4. Is there anything else you would like to tell us? 

Any special provisions? (additional costs may apply)

 
 

  

 

 

 

A manual on Unit Trusts available from the www.TaxLawyers.com.au web site, follow this link...