Unit Trust Setup
Australia
Structured investment solutions for multiple stakeholders.
Specialist unit trust setup for property, business, and joint ventures across Australia.
Our unit trust setup services in Melbourne are ideal for investors and business partners seeking a flexible and structured investment vehicle. At the TAXATION, we assist with trust formation, unit allocation, and compliance requirements to ensure your structure aligns with your financial goals and investment strategy.
Our Clients
Why Set Up a Unit Trust?
A Unit Trust is a flexible investment and business structure that allows ownership to be divided into units, providing clear ownership rights and profit entitlements. It is commonly used by investors, business partners, and families seeking a structured approach to wealth creation and asset management.
Clear Ownership Structure
Units define each investor's ownership interest and entitlement to income and capital.
Suitable for Multiple Investors
Ideal for business partners, families, and investment groups with shared ownership arrangements.
Tax Planning Opportunities
Provides flexibility in structuring investments and managing income distributions.
Asset Protection Benefits
Can offer enhanced protection when combined with an appropriate trustee structure.
Growth & Scalability
Allows new investors to be introduced and ownership interests to be adjusted as circumstances change.
Who Can Benefit?
Property Investors
Looking to acquire and manage investment properties with multiple owners.
Joint Ventures & Investment Syndicates
Ideal for projects involving multiple investors or business entities.
Family Investment Groups
Seeking a structured vehicle for managing and growing family wealth.
Business Partners
Wanting clear ownership percentages and profit-sharing arrangements.
Be Prepared
Documents Required
Trustee Details
- Individual or corporate trustee information
Proposed Trust Name
- Preferred trust name and structure
Unit Holder Details
- Information for all unit holders and ownership percentages
Identification Documents
- Proof of identity for all parties involved
Business or Investment Information
- Details of the proposed activities or investments
Registered Address
- Official address for trust records and correspondence
Contact Information
- Phone number and email address
Existing Structure Details
- Information on related entities, if applicable
