Fixed Unit Trust

Fixed Unit Trust Deed $330 (Incl. GST), Corporate Trustee $424 (Incl. GST)

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

CLIENT TESTIMONIALS

I have been using Trust Deed dot Com for quite some time now and find their service second to none. Their order forms are easy to navigate with hints & tips along the way. Their post order review of (particularly) Trust Deeds is a valuable and very much appreciated free service!

Joan Drew
B.Bus FIPA
Joan L Drew & Associates (Public Accountants / Registered Tax Agents)

As a accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes and all other relevant matters. You & your team at trustdeed.com provide us with prompt, efficient services.

Dickson Hong
CPA
Registered Tax Agent
Registered ASIC Agent
TAXATION BUSINESS SERVICES

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More Information

How to use our service?

Phone : 02 9684 4199
Email : sales@trustdeed.com.au

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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