| Description | Softcopy 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
Click here to place an order.