McDonald Pynt Lawyers | Property & Legal Services

Client Information

Please complete the form below to request documents relating to the formation of a Unit Trust. Any information provided will be kept in the strictest confidence, however for sensitive and confidential issues we recommend that you contact us.

Client Details

Please enter your details on this page.

These should not be the details of your new trust but contact details for yourself should we need to get in touch with you about this application.

Company

Contact

Postal Address

Telephone

Fax

Email *

Client Reference

Work Details

Number of copies required:

Deadline

Special Instructions

Unit Holders Agreement
Not required
Required

Trust Details

Trust Name

Trust Name Please enter the name of your proposed Unit Trust

Settlor

The Settlor must be independent of all Trustees and all Beneficiaries. They should not be a Trustee or Beneficiary, nor a director of any Trustee or Beneficiary Company (if applicable).

Full Name

Full Address

Settlement

Settlement sum

Trustee

Trustee Details

Trustee type IndividualCompany

Individual Trustee

Given Name/s

Surname

Full Address This must be a street address (not a PO Box)

Corporate Trustee

Company Name

ACN

Full Address This must be a street address (not a PO Box)

Director Details

Full Name

Please specify all directors of the Company

Add additional Director

Add additional Trustee

Units

Special Units

Are special units required? YesNo

Provide full details If Yes, please provide detailed instructions as to structure of those Special Units (eg value of the Units, number of Units required, Voting Rights, etc)

Unit Certificates

Are completed unit certificates required YesNo

Unit Holders

Unit Holder Type IndividualCompany

Given Name/s

Surname

Company Name

ACN

Full Address This must be a street address (not a PO Box)

As Trustee For (if applicable)

No of Units

Value of Units

Add additional unit holder