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| Description | Softcopy only |
|---|---|
| Unit Trust Compliance Kit | $800 |
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:
- Partly paid units
- Issuing further units (following the initial subscription)
- Transfer of units
- Change in trusteeship of unitholder