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

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

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