Establish a Unit Trust

Before Completing the Instructions

Your accountant or financial adviser may have recommended the establishment of a Unit Trust.

You can use this facility to instruct us by either providing your instructions on-line, or by clicking here to download the instruction form and manually forward it to us.

The following guidelines will assist you in making your selections. These guidelines can be downloaded by clicking here.

It is important that you understand the purpose behind a unit trust, and if this business structure is right for your circumstances. If you have not already done so, please contact your adviser to obtain further information. We regularly review the terms of our unit trust deed to ensure that it complies with State and Commonwealth legislation, taxation law and succession issues.