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Unit Trust Compliance Kit

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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:

  • Partly paid units
  • Issuing further units (following the initial subscription)
  • Transfer of units
  • Change in trusteeship of unitholder