Change of Unitholder/Unitholding

We can assist with documentation facilitating the issue, transfer or redemption of units in a unit trust.

All documentation is prepared in accordance with the rules of the unit trust deed.  The documentation is available for any unit trust deed and includes up to three issues, three transfers or three redemptions. Additional charges may apply for particularly complex jobs, and you may request a quote prior to ordering should you feel that the order is likely to fall into that category.

Note: Changes in unitholding involving more complex procedures (including pre-emptive rights) may result in unintended consequences, and you should obtain external legal advice in order to make the change.

The Change of Unitholder and/or Unitholding documentation will be prepared in accordance with the change and will usually include:

  • Resolution of Directors (if trustee is a company)
  • Unitholders resolutions
  • New unit certificate(s)
  • Updated register of unitholders
  • Instrument(s) of Transfer of units (if applicable)
  • Application for Redemption (if applicable)
  • Application for New units (if applicable)

You will receive electronic copies of the documents.

Important Note:
Stamp duty may apply in relation to the deeds. Constitute is not liable for advising on stamp duty, paying the stamp duty or arranging for lodgment of the documents for stamping. In some states, there may be adverse stamp duty consequences as a result of these changes. We recommend calling the department responsible for State Revenue in the relevant State/Territory for further information on possible duty where there are transfers of property.

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