Unit Trust Deed

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Last updated November 18, 2025

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Suitable for Australia

Unit Trust Deed

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What is a unit trust deed?

A unit trust deed is a legal document that establishes a unit trust, outlining the roles, powers, and rights of the trustee and unitholders, and how benefits are distributed among unitholders.
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When should you use a unit trust deed?

You should use a unit trust deed when you want to set up a unit trust where beneficiaries hold fixed units, similar to shareholders in a company, and receive benefits based on their unit holdings.
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What should be in a unit trust deed?

A unit trust deed should include details of the trustee, unitholders, unit structure, benefit distribution, procedures for issuing and transferring units, trustee powers, meetings, and the process for appointing or removing trustees.
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Frequently asked questions

Who can act as trustee and unitholder?

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What are the main advantages of using a unit trust?

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Are there any restrictions on the number of unitholders?

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How does this deed address tax and land tax concerns?

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Can units be easily transferred or redeemed?

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What protections does the deed offer unitholders?

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What are the next steps after creating the deed?

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Unit Trust Deed

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Articles about Unit Trust Deed

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 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.

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.

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.

Where to Find a Lost Trust Deed
By Angela Omari|May 28, 2025

Where to Find a Lost Trust Deed

Have you ever been in a situation where you’ve had to find a lost trust deed? Here is everything you’ll need to know to recover it.

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.

Which Parties Need to Sign a Trust Deed?
By Berk Eker|May 20, 2024

Which Parties Need to Sign a Trust Deed?

Thinking about establishing a trust? Find out in this article which parties need to sign and witness the Trust Deed.

Trust Series: What is Trust Vesting?
By Shiryn Hagh|Feb 21, 2024

Trust Series: What is Trust Vesting?

This article will explain what trust vesting is and what you need to know about your trust deed to ensure your trust is vested and administered properly.

Do I Have to Pay Stamp Duty on a Trust Deed? (2025 Update)
By Jackie Olling|Jan 7, 2025

Do I Have to Pay Stamp Duty on a Trust Deed? (2025 Update)

To set up a trust you'll need to lodge a trust deed. Depending on your state or territory, you may need to pay stamp duty on it.

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