Changes to Unit Trust Deeds

from $110 (inc. GST) for email versions

If changes have occurred to Trustees or Unit Holders of the Trust Deeds, we can provide relevant forms and resolutions for the following:

  • Resignation of Trustee
  • Consent to Act as Trustee
  • Appointment of new Trustee
  • Change of Trust Deed Name
  • Issue of Units
  • Transfer of Units
  • Conversion of Units
  • Conversion to Fixed Trust for NSW Land Tax (Only applicable for Unit Trust Deeds that were established by Patricia Holdings)

Changes to Land Tax on Trust Deeds in NSW have occurred as a result of a recent court ruling. Many existing Standard Unit Trust Deeds are now deemed to be Specialty Trust Deeds and are therefore not eligible for the $352,000 tax-free threshold which exists on Land Tax for Fixed Trust Deeds. We can amend your current Trust Deed to change its status to a Fixed Trust Deed (only applicable for Unit Trust Deeds that were established by Patricia Holdings) for NSW Land Tax purposes and therefore ensure these tax savings.

Please note that only standard Unit Trust Deeds can be converted to Fixed Unit Trust Deeds. Multi-class or Hybrid Unit Trust Deeds can not be converted.

What is included in the Changes to Unit Trust Deeds Package?

All Forms and resolutions necessary depending on what type of change you are making.

How long does it take to make Changes to Unit Trust Deeds?

All basic changes will be completed and either emailed or posted to you within one day of ordering.

Conversion to Fixed Trust Deeds for NSW Land Tax - $286(inc GST)

This change can take up to 2 weeks depending on the complexity of the existing Trust Deed which you are converting. All of these conversions are attended to personally by our Solicitor upon receipt of a copy of your existing Unit Trust Deed. Once the documents are completed they will be delivered within 4 working hours for Sydney CBD and lower north shore areas, and will be sent by overnight courier for next day delivery to all other areas in Australia.

For any other changes, you will be notified by Patricia Holdings staff of an expected timeframe when you place your order.

How to Order

Order Changes to Unit Trust Deeds Online

Order Change of Trustee by Fax/Email

Order Conversion of Units by Fax/Email

Order Issue of Units by Fax/Email

Order Transfer of Units by Fax/Email

Order Trust Deed Name Change by Fax/Email