Register of Unit Holders

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Last updated November 18, 2025

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Suitable for Australia

Register of Unit Holders

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What is a register of unit holders?

A register of unit holders is an official record maintained by the trustee of a unit trust, listing all individuals or entities that own units in the trust, along with details of their holdings and relevant transactions.
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When should you use a register of unit holders?

You should use a register of unit holders when managing a unit trust, especially when new units are issued, transferred, or when accurate records of ownership and distributions are required for accounting or meetings.
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What should be in a register of unit holders?

A register should include names of unit holders, details of units held, dates of acquisition or transfer, reference numbers, and amounts paid. This ensures transparency and accurate record-keeping for the trust.
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Frequently asked questions

Who is responsible for maintaining the register?

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What are the main benefits of keeping this register?

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Is this document suitable for all types of trusts?

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Can the register be updated if unit holdings change?

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What information do you need to complete the register?

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Does this register help with trust distributions?

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What are the next steps after creating the register?

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Register of Unit Holders

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