Unit Trust Setup for Partners & Investors
Going into business or buying property with people outside your family? A unit trust gives each investor a fixed, clear share. UV TAX sets up your unit trust with the right deed, trustee and registrations so everyone knows exactly where they stand.
✓ Free consultation✓ Free fixed-fee quote✓ Clear ownership for every investor
When a unit trust makes sense
- Two or more unrelated parties investing together
- Buying an investment or commercial property with partners
- Running a joint business where each owner has a fixed share
- Holding business premises separately from the trading business
What’s included
Unit trust deed
A deed setting out units, rights and how income and capital are shared.
Trustee setup
Individual or corporate trustee — we explain which suits you.
Unit register
Unit holders and holdings recorded from day one.
ABN, TFN & GST
All the registrations the trust needs.
Learn more →Unitholders’ agreement guidance
What to agree with your partners before you start.
Ongoing accounting
Annual accounts and tax returns for the trust.
Learn more →Unit trust vs family trust
| Unit trust | Family (discretionary) trust | |
|---|---|---|
| Who benefits | Unit holders, in fixed proportions | Family beneficiaries, at the trustee’s discretion |
| Best for | Unrelated investors and business partners | Families wanting flexibility |
| Income split | Fixed by units held | Decided each year by the trustee |
How it works
Free consultation
Call 0466 268 405 and tell us what you need. No cost, no obligation.
Free fixed quote
We give you a clear, fixed-fee quote before any work starts.
We do the work
Our team prepares everything and keeps you updated along the way.
Done & lodged
We finalise, lodge on time and explain the outcome in plain English.
Book a free consultation & get a free fixed quote
Speak with UV TAX today. Call for a free consultation and a free, no-obligation fixed quote.
0466 268 405Frequently asked questions
How much does a unit trust cost?
It depends on the trustee structure and number of investors. Call 0466 268 405 for a free fixed quote.
Can a family trust own units in a unit trust?
Yes. Many investors hold their units through their own family trust or company. We can help you plan the right structure.