Unit Certificate

A Unit Certificate is used to outline each unit holder that the trustee has approved in addition to the class and number of units issued.

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Last updated October 16, 2024

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Suitable for Australia

Unit Certificate

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What is a unit certificate?

A unit certificate is a document issued by a trustee to confirm the allocation of units to approved unitholders in a unit trust.
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When should you use a unit certificate?

You should use a unit certificate when distributing units to unitholders in a unit trust and need to record the details of those transactions.
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What should be in a unit certificate?

A unit certificate should include the unitholder's details, the class and number of units issued, and information about the approved transaction.
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Frequently asked questions

What is a unit certificate?

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When should you use a unit certificate?

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What should be in a unit certificate?

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Who can issue this certificate?

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Does this document provide legal proof of ownership?

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Is this certificate suitable for all types of unit trusts?

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What are the risks if the process is not followed correctly?

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What supporting documents might be needed?

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How quickly can this certificate be completed?

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Can this certificate be used across all Australian states and territories?

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View Sample Unit Certificate

Unit Certificate

Articles about Unit Certificate

How to Dismantle a Unit Trust
By Tashfia Tasnim|May 23, 2024

How to Dismantle a Unit Trust

Trusts, and more specifically unit trusts, are a complex area of law. Read this article to get a handle on how to terminate one.

Advantages & Disadvantages of a Unit Trust
By Vincent Appleton|Dec 5, 2025

Advantages & Disadvantages of a Unit Trust

Is a unit trust right for you? There are both advantages and disadvantages. Find out more about these unit trusts here and whether it suits your needs.

What Should My Group Certificate Include?
By Samuel Guzman|Jun 29, 2020

What Should My Group Certificate Include?

Employers may still be required to issue group certificates to employees. Find out what to include in your group certificate here.

Unit and Family Trusts: How Do They Differ?
By Kyle McIndoe|Sep 12, 2019

Unit and Family Trusts: How Do They Differ?

Struggling to identify the difference between unit and family trusts? Our article breaks down what these types of trusts are, and how they differ.

Company Registration Certificate Guide 2023
By Raja Abbas|Nov 21, 2025

Company Registration Certificate Guide 2023

Company Registration Certificates: Who? What? Why? Everything Business Owners Must Know About CRCs in 2023.

What Is An Employment Separation Certificate?
By Ilyas Omari|May 28, 2025

What Is An Employment Separation Certificate?

If you want to apply for unemployment benefits, you may need an Employment Separation Certificate. This article explains what they are.

Discretionary Trusts vs Unit Trusts (2025 Update)
By Dhruv Saggar|Jan 8, 2025

Discretionary Trusts vs Unit Trusts (2025 Update)

When establishing a trust, it's important to know the different types. Find out how discretionary and unit trusts work here.

Advantages and Disadvantages of a Unit Trust
By Avi Bhargava|Feb 21, 2019

Advantages and Disadvantages of a Unit Trust

Considering a Unit Trust? Here's what to know beforehand.

How Do Certification Trade Marks Work?
By Kelly Ng|Sep 16, 2020

How Do Certification Trade Marks Work?

Certification trade marks can be beneficial for enhancing your product's image and reliability. Find out more in this article.

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