How it works

Fixed Unit Trust Deed

Information - Fixed Unit Trust Deed - Cost $275 Incl. GST
$245 Incl. GST If bundled with Corporate Trustee

Our system instantly automatically generates a legal Deed and all required documents to create your Fixed Unit Trust and instantly emails them to you. Our Fixed Unit Trust deed has been approved by Office of State Revenue of NSW to be a "fixed trust" deed under Section 3A of the Land tax Management Act, which means that the trustee of the trust can avail the benefit of tax free threshold for Land Tax purposes. Click here for approval letter.

By using our online system you can build a Fixed Unit Trust Deed in less then 20 minutes and receive instant email of

  • Trust Deed of your Fixed Unit Trust prepared by a specialist law firm: Batallion Legal.
  • All related legal documents such as, Consents for Individual trustees or consent of Directors of the trustee company to act as trustees of the Trust, Minutes of Trustees to set up the fixed unit trust, Application for Units for each Unit Holder, Certificate of Units, Register of Unit Holders, Register of Issued Units and Register of Transfer of units etc.
  • Instruction sheet on what to do next to ensure that the trust deed is set up legally, that is, how to open bank accounts, share broker accounts; how to apply for Tax File Number & Australian Business Number; how to get the deed stamped & our guidance notes on how fixed unit trust work including some tax benefits prepared by a CPA firm and Registered Tax Agents who have over two decades of experience in setting up tax structures for clients.

Our top quality legal documents come with lowest online price tag in Australia

Money back guarantee:
if you do not like our legal documents for any reason we will be happy to return our fees without asking any questions.

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Our Package Includes

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Our email delivery service includes:

  • Trust Deed of your Fixed Unit Trust
  • Minutes
    • Consents for Individual trustees or consent of Directors of the trustee company to act as trustees of Unit Trust;
    • Minutes of Trustees to set up the fixed unit trust:
    • Application for Units for each Unit Holder:
    • Certificate of Units:
    • Register of Unit Holders :
    • Register of Issued Units and:
    • Register of Transfer of units
  • Instruction sheet on
    • “What to do next” to ensure that the trust deed is set up legally:
    • How to open bank accounts; broker accounts; 
    • Apply for Tax File Number Australian Business Number;
    • How to get trust deed stamped and;
    • Notes on features of trust deed including tax benefits
  • Our Invoice
  • Execution Page of Trust Deed


Our Fixed Unit Trust Deed and Documents

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Our Fixed Unit Trust Deed and legal documents are written by Batallion Legal; providers of the most technically robust trust deeds - a niche, multicultural, corporate and commercial law firm, with specialist expertise in tax and superannuation. Our deeds and other related documents:

  • are written in plain English and are easy and simple to read;
  • rules are always up-to-date as they are constantly reviewed and updated as Government requirements change;
  • satisfy to the relevant criteria to be considered as a fixed unit trust, namely, the persons who are beneficiaries (unit holders) of the trust are taken to be the owners of an equitable estate in the assets that is the subject of the trust. (All unit holders are taken to be presently entitled to the income and capital of the trust and can have unrestricted power to require the trustee to wind up the trust and distribute the trust property); Our Fixed Unit Trust deed has been approved by Office of State Revenue of NSW to be a "fixed trust" deed under Section 3A of the Land tax Management Act, which means that the trustee of the trust can avail the benefit of tax free threshold for Land Tax purposes. Click here for approval letter.
  • Time is not wasted searching for lost deeds, Users (advisors and trustees) have online access to their trust deeds on our innovative Document Manager, 24/7 from anywhere;

Click here to read why you should use our fixed unit trust deed.

Our unique electronic registration technology means we can offer the fastest service possible at a very reasonable price.



Some of the benefits of using our system are:

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No need to buy Fixed Unit Trust Deed from traditional "shelf company formation" providers, you can create your own Trust Deed from specialists, instantly with us:

  • For advisors, clients can sign all necessary legal documents whilst they wait, instead of second appointments for executing documents. 
  • Our fees is only $275 (Incl. GST) ! By using our system you save time, energy and money for yourself and your clients.
  • We can also print (optional), professionally bind in a deluxe indexed binder and express deliver anywhere in Australia to your nominated address for an additional fee of $55 (Incl. GST). (Click here for more information.)
  • You can manage all your legal documents on our smart document retrieval system. All documents are stored on our website for ever, secured by your user name and password, for future downloads.

To purchase anything from our website you have to register with us - registration is free Click here to register



How It Works

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The process to build Fixed Unit Trust Deed, takes less then 20 minutes

  • After you register with us, you simply log on to your secured area (protected by your user name and password) on our website, all Fixed unit trust deed & legal documents are created and personalized with answers from you to our online cleverly designed easy questions.
  • All questions come with clues to answers and explanations. At completion of all questions, you confirm answers to all questions and pay us by credit card or EFT or by cheque. 
  • We instantly email your newly formed tailored Fixed Unit Trust Deed after payment and other related documents and instruction sheet for your needs, any time of day and any day.
  • We store your trust deed (password protected) on our website for you to download from anywhere 24/7 from our innovative document manager.

To purchase anything from our website you have to register with us - registration is free Click here to register

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CLIENT TESTIMONIALS

Trust deed providers are pretty much all the same? That is what we thought – until one of our clients, who had purchased a negatively geared property in their SMSF, ran into serious problems (of their own and the bank’s making) close to settlement date.
Fortunately we had a acquired the Bare Trust Deed from Trustdeeds.com. The support we received to solve the problems was thoroughly knowledgeable, extremely fast and went well beyond the call of duty.
We received a superb, unmatched level of service. This has left us confident that our clients can rely on Trustdeeds.com including in the most complex and unexpected situations.
We happily recommend their services!

Edward Pieck
CPA, Director
Medical Accounting Services (NSW) Pty Ltd

I did not expect a reply till some time next week and on Sunday, I send a support service request at about 6 pm, and then 20 minutes later, I have your expert reply. WOW, this is extraordinary support. There need to be no other better word said about your extraordinary excellent support services. All those out there trying to set up a company, you are at the right place. Thanks and best regards

Allan Tong
Director & Trustee

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More Information

Our trust deeds

We will arrange for you to speak with Batallion Legal, free of charge

Specific legal advice

Batallion Legal will charge for this service.
Please visit http://www.batallion.com.au

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