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Welcome

Unit Trust Instruction Sheet
  • Enter desired name of Trust

Date of Commencement of Trust
  • Date of establishment of trust.

Trustee
    Trustee One
  • Trustee is a legal term that refers to a holder of property on behalf of a Unit Holder.

  • Full Address of Firm or Individual

    Floor / Unit
    Street Address
    Suburb
    State
    Post code

  • Trustee Two
  • Trustee is a legal term that refers to a holder of property on behalf of a Unit Holder.

  • Full Address of Firm or Individual

    Floor / Unit
    Street Address
    Suburb
    State
    Post code

If Company is Trustee
  • Trustee is a legal term that refers to a holder of property on behalf of a Unit Holder.

  • Company’s Australian Company Number.

  • Full Address of Firm or Individual

    Floor / Unit
    Street Address
    Suburb
    State
    Post code

  • Name of Directors
  • Please insert full name/s of Director/s

Total Initial Units and Value
  • Have full rights

  • Enter total value of units for this class

  • No voting rights.

  • Enter total value of units for this class.

Initial Unit Holders
    One
  • Name of initial Unit Holder.

  • Unit No. and type held by entity.

  • Full Address of Firm or Individual

    Floor / Unit
    Street Address
    Suburb
    State
    Post code

+ Add Unit Holder

    Two
  • This will be who SCA will contact for queries.

  • This will be who SCA will contact for queries.

  • Please provide full name and address of any beneficiaries who will receive the member's entitilement in the event of death

+ Add Unit Holder

    Three
  • This will be who SCA will contact for queries.

  • This will be who SCA will contact for queries.

  • Please provide full name and address of any beneficiaries who will receive the member's entitilement in the event of death

+ Add Unit Holder

    Four
  • This will be who SCA will contact for queries.

  • This will be who SCA will contact for queries.

  • Please provide full name and address of any beneficiaries who will receive the member's entitilement in the event of death


Firm or Individual placing order
  • This will be who SCA will contact for queries.

  • This will be who SCA will contact for queries.

  • Full Address of Firm or Individual

    Floor / Unit
    Street Address
    Suburb
    State
    Post code

  • Phone Number

  • Enter a valid E-mail Address

  • Please provide any additional comments

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