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Unit Trust - Fixed - from $159

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PRODUCT INFORMATION

QUALITY TRUST DEED, EASY ONLINE ORDERING

The Topdocs Fixed Unit Trust deed is exceptionally well drafted and provides the best strategic provisions.

The Topdocs fixed unit trust is a fixed trust for the purposes of both Schedule 2F of the Income Tax Assessment Act 1936 (Cth) for tax loss provisions and the Land Tax Management Act 1956 (NSW). This means this trust can, if selected on the order form, be used for Land Tax Management Act 1956 (NSW) purposes and receive the land tax threshold for land tax purposes.

download Review the Fixed Unit Trust order checklist download See the list of documents you will receive

FIXED UNIT TRUSTS VS NON FIXED UNIT TRUSTS

There are a number of differences between a Fixed Unit Trust and a Non Fixed Unit Trust.

You can see an outline of the differences between a Fixed and Non Fixed Unit Trust here ... [more]

  • A fixed unit trust has only one class of unit holders, all with the same rights to capital and income distributions in proportion to their unit holdings.
  • A fixed unit trust provides unit holders with the ability to claim a tax deduction on borrowing costs associated with their unit holding.
  • A fixed unit trust can receive the threshold benefit relating to NSW land tax provisions (where this requirement has been outlined in the order form).
  • A non-fixed unit trust has multiple classes of unit holders and enables the issuing of both income and capital units and has income streaming flexibility.

WHY ORDER A TOPDOCS FIXED UNIT TRUST?

  • Quality trust deed with extensive strategic provisions
  • Provisions for NSW Land Tax Management Act 1956 land tax threshold
  • Easy, online ordering with the option to receive your documents instantly via email
  • Supported by the specialist trust lawyers at Topdocs Legal

MORE INFORMATION

You can learn more about the Topdocs Fixed Unit Trust documentation in the RELATED INFORMATION tab.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

ORDERING OPTIONS

ORDER ONLINE

Order your document online in three easy steps:

  1. Login or Join the Topdocs Document Portal
  2. Select your document
  3. Follow the prompts and you're done!

 

LOGIN

 

If you haven't used the Topdocs Document Portal before, you can join by clicking on the JOIN FREE button and following the prompts.

ORDER BY FORM

Order your document by completing the form below and returning it to us by email or fax.

 

 

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

PRICING

 

ADVISER^
(inc GST)

RETAIL
(inc GST)

INSTANT EMAIL DELIVERY


  • your document is emailed to you immediately once your order is complete and payment has been made

$159


$187


FULL SERVICE DELIVERY


  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by express post
  • delivery is generally the next day

$252


 

$297


 

adviser pricing ^ Adviser pricing is available to accountants, financial planners, SMSF specialists and legal practitioners. This pricing is automatically applied when you join Topdocs and sign into the Document Portal to order your documents.

 

YOUR DELIVERY OPTIONS

When you order a document you can select how you would like it delivered to you. Your options are:

INSTANT EMAIL DELIVERY

  • your document is emailed to you immediately once your order is complete and payment has been made
  • instant email delivery orders are also made available to download from the Completed Orders section in the Document Portal

FULL SERVICE DELIVERY

  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by express post

 

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

RELATED INFORMATION

MORE INFORMATION

Outlined below is additional information relating to the document you have chosen.

The differences between a fixed and non fixed unit trust ... [more]

The differences between the two types of unit trust are:

Non-Fixed Unit Trust

The non-fixed unit Trust gives you the ability to create up to five different classes of unitholders with different rights depending on the class. There may also be trustee discretion for allocation of income and corpus depending on the unit class selected.

With the non-fixed unit trust, unitholders cannot claim a tax deduction on borrowing costs associated with their unitholding. They also cannot receive the threshold benefit relating to NSW land tax provisions.

With the non-fixed unit trust, Trustees have maximum flexibility in relation to income distribution according to the Bamford case provisions.

The Topdocs non-fixed unit trust provides for a number of unit classes; ensuring you have the ultimate flexibility in determining the rights and responsibilities of each unit holder. Units are also able to be issued as income or capital units.

Fixed Unit Trust

The fixed unit trust has only one class of unitholders, all with the same rights to capital and income distributions of the trust in proportion to their unit-holdings. The Topdocs fixed unit trust is a fixed trust for the purposes of both Schedule 2F of the Income Tax Assessment Act 1936 (Cth) (for tax loss provisions) and the Land Tax Management Act 1956 (NSW). This means that this trust can, if selected on the order to be used for Land Tax Management Act 1956 (NSW) purposes and receive the land tax threshold for land tax purposes.

Key features of the Topdocs Unit Trust ... [more]

The Topdocs unit trust contains many features and benefits. You can learn more about these by reading the document below.

download Download the Topdocs Unit Trust features information sheet

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.