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Unit Trust Compliance Kit

 

DescriptionSoftcopy only
Unit Trust Compliance Kit$440

This Kit provides a single licence for multi-use by the same unit trust for a 12 month period (eg, the same unit trust can use on numerous occasions for a 12 month period but a separate licence is needed to use for a different unit trust).

Overview

  • contains guidance and template documentation to implement many popular unit trust strategies
  • this is an ideal and practical kit for SMSFs that invest in geared or non-geared unit trusts
  • a practical guide to documenting popular strategies within a unit trust, including step-by-step instructions
  • example minutes are provided, that can be tailored to meet a unit trust’s specific needs

What’s included

  • Includes commentary and templates for the following:
    • partially issued units to minimise further compliance and valuation costs in light of legislative change
    • issuing further units (following the initial subscription)
    • transfer of units
    • change in trusteeship of unitholder

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