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Unit Trusts - Exelco
With xenoslawyers, your Unit Trust Registers are prepared with the sole objective of being easy to navigate and user- friendly. Our Unit Trust documents are all drafted in plain English, so as to eliminate much of the legal jargon that finds its way into standard legal documents.
Only documents which are necessary to ensure compliance with various legislative provisions are included in our Registers, so as to avoid any confusion and unnecessary costs on our clients’ behalf.
Unit Trusts
Unit trusts are open-ended investments; therefore the underlying value of the assets is always directly represented by the total number of units issued multiplied by the unit price less the transaction or management fee charged and any other associated costs. Each fund has a specified investment objective to determine the management aims and limitations.
At xenoslawyers we ensure that all necessary documentation is tailored to our client’s specifications.
Unit Trusts
Contents of Trust Register:
- General Advice setting out basics in relation to operation of Unit Trust, and explanatory notes as to reasons for inclusion of various relevant clauses
- Unit Holder Request
- Minutes of Initial Meeting of Trustee, with pro-forma template to provide for recording of further Meetings
- Unit Trust Deed in Duplicate, in plain English
- Register of Unit Holders with pro-forma template to add further Unit Holders as the need may arise from time to time.
- Unit Certificate, numbered and in duplicate as well as pro-forma template for issue of further Certificates as required.
- Bank Account package, providing all documents required by the Trustee to open an account with its Banker, subject to the Bank’s 100 point test
- CD containing all Trust documents
Additional Services
- Stamping and delivery, upon request, within 24 hours at no additional cost
- All documents prepared by lawyers and presented in user-friendly ring binder, to assist in the operation of the record keeping of the Trust.
- Continued on-line and telephone assistance at no additional cost
- Deeds of Variation of Trust, as may be required from time to time, prepared at no additional cost
- Continual updating of documentation to ensure legislative compliance
- Trust Register delivered, at no additional cost, within 24 hours of Order
Cost $220.00 plus GST
The personal attention to your request by the team at xenoslawyers is structured in such a way, so as to ensure that all documents requested by our clients will be delivered at no additional cost, within 24 hours of the request being made.
- If a request for the preparation of Unit Trust Deeds is received before 2.00pm, we will prepare the relevant deeds and deliver the documents on the day they have been ordered at no cost to our clients.
- Where a request is received after 2.00pm, we will prepare the relevant deeds and deliver the documents the next day.
- In the case of an urgent request for the preparation of documents, we will deliver the same day, at no extra cost.
- We will attend to stamping of all deeds for our clients at no additional cost.
Our legal support services continue even after preparation of the relevant documents at no extra charge. The team at xenoslawyers is always available to answer your enquiries or attend to your requests, long after completion of your initial request.
Our documents are fully supported by the team at xenoslawyers for the life of the documents. That is, we provide a lifetime service warranty, which includes continuous updating to ensure that your legal documents continue to evolve and progress with legislative changes as may occur from time to time.
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