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Unit Trust Establishment
Adviser Price: Instant Download $159 | Topdocs Full Service $252
Retail Price: Instant Download $187 | Topdocs Full Service $297
Dealer Groups, SMSF Administrators and Resellers: - Call us on 1300 659 242 for special pricing
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Topdocs provides two types of unit trusts being "fixed" and "non-fixed" unit trusts
What are the differences between a Unit Trust that is "Non-Fixed" and one that is "Fixed"?
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 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 unitholdings. 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) receive the land tax threshold for land tax purposes.
Everything you need to establish your Trust
The Topdocs Unit Trust package provides your clients with all required documents to commence the Unit Trust, as well as important information regarding the stamping of their Trust Deed and their responsibilities in maintaining the Trust. All this is provided to you in a professional leather look binder.
Unit Trusts drafted state by state
Topdocs Unit Trusts are drafted on a state by state basis, ensuring the relevant perpetuity period applies to your client’s Trust.
Order your Unit Trust Online and download your documents instantly
Order your Unit Trust online and you will have the option to download your fully tailored documents instantly. Instant download documents are also available at discounted prices.
Register for online ordering access
You can also order your Unit Trust as full service in which case we will print and bind your documents for you. Full service orders can be made online as above (selecting Full Service as the delivery option) or via email or fax.
Go to the order form page