Unit Trust

Unit trusts are often utilised to own and operate a business on behalf of multiple families/parties or to hold multiple families’/parties’ passive investments (for example, shares or real property).

Unit Trust deeds are charged at a cost of $880 inclusive of GST .

If you would like Harwood Andrews to stamp your trust deed there is an additional $200 stamping fee payable to the state revenue office. You may select this option within the submission form.

This package includes:

  • Trust Deed

  • Minutes/Resolution of Trustee

  • Minutes/Resolution of Unitholder

  • Letter regarding the establishment of trust.

Establishing a trust is a designated service under Australia's Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) legislation. Before we can provide this service, Customer Due Diligence (CDD) requirements must be satisfied. If CDD has already been completed and Harwood Andrews is able to rely on that verification, no additional CDD will be required. Where Harwood Andrews is required to undertake CDD, a secure identity verification link will be sent to you (or your client, if you are ordering on their behalf).  Any applicable fee for CDD will be added to the invoice you will receive once we receive your instructions.

Please complete the form below to submit your instructions and commence your order.