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| Description | Price |
|---|---|
| Unitholders agreement/deed for real estate investment | $5,000 inc GST |
When is a unitholders agreement necessary?
A unitholders agreement is generally recommended where there is more than one unitholder in the same unit trust; even if the other unitholder is a related party. This agreement confirms the terms and conditions of the relationship between unitholders and covers matters that are not adequately or appropriately addressed in the unit trust deed. This is important to minimise any future uncertainty, dispute or friction, should there be a difference of opinion between the parties in respect of how the unit trust should be operated or how a unitholder can transfer their units, etc.
What’s included
- Covering letter
- Resolutions (for the trustee of the unit trust and unitholders)
- Unitholders Agreement
SMSFs and Unitholder Agreements
Our unitholders agreement is ideally designed where one or more SMSFs are unitholders. The agreement provides special provisions to guide SMSF unitholders on potential contraventions of the Superannuation Industry (Supervision) Act 1993 (Cth) such as the in-house asset test, charging of assets and arm’s length test. Our lawyers can tailor an agreement to your specific needs.
For more information and related articles
For more information on the benefits of this type of agreement, click on the article listed below:
