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Hybrid Trust - from $252

PRODUCT INFORMATION

ORDERING A HYBRID TRUST

Topdocs provides the highest quality hybrid trust documentation, ordered easily online.

The Topdocs hybrid trust is a highly versatile trust that combines the flexibility of distributions offered by a discretionary trust with the assurance of vested interest in capital offered by a unit trust.

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

WHY ORDER A TOPDOCS HYBRID TRUST?

  • Exceptionally well drafted trust deed
  • Optional overnight delivery with your hybrid unit trust documents bound in a quality binder
  • Free, general trust advice and support
  • Supported by the specialist trust lawyers at Topdocs Legal
  • You can add your logo to your trust documents (for free) and promote your practice to clients

MORE INFORMATION

You can learn more about the Topdocs Hybrid 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 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


  • due to the complex nature of this document, it is only available via full service delivery

Not Available


Not Available


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:

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

Here's some additional information relating to the document you have selected.

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

The term "Hybrid Trust" does not refer to one particular type of structure. There are many types of hybrid trusts. Indeed, "Hybrid Trust" means different things to different people. The Topdocs hybrid trust is described here.

1. Establishing the trust

The Topdocs version of a hybrid trust is established by the settlor transferring the settled sum to the trustee in consideration for the issue of the initial units to the initial unit holders.

2. Income Streaming

"Class of income" means the whole or any part of the income of the Trust Fund of a Financial Year which may be differentiated from any other part of the income of the Trust Fund of the Financial Year by reason of:

  1. the nature of the income;
  2. the source of the income; or
  3. the means of derivation of the income.

The Trustees may decide the classes of income which apply in each Financial Year and divide the classes of income into:

  1. dividend income which carries income tax credits;
  2. dividend income which does not carry income tax credits;
  3. interest income;
  4. net capital gains; and
  5. any other form or type of income.

3. Beneficiaries

"Beneficiaries" means all the discretionary Beneficiaries of each Class of Units and "Beneficiary" shall mean any one of such Beneficiaries; The “Discretionary Beneficiaries of each Class of Units” can include the Unit Holder(s), charitable bodies, persons, trusts or corporations related to the Unit Holder(s).

4. Unit price

When the Topdocs hybrid trust is set up, the unit holders receive units in consideration of the settlor paying the settled sum. So there is no unit price that applies to those units. If a unit holder later invests in the hybrid trust, then they can be issued units in consideration of their investment (and a price can be set then).

5. Classes of Units

There are a number of unit classes equal to the number of unit holders. Each class of beneficiaries is defined by reference to their relationship with the relevant unit holder.

download

Download the Topdocs Hybrid Trust informations sheet

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