from $176 (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.

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.

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 online now

Our office will be closed from 1pm Monday December 24th 2018 and will re-open on Wednesday January 2nd 2019. During this time, our automated Trust Set Up and Company Registration systems will still be live. To receive couriered documents on Christmas Eve, please place your order by 11am (or it will be delivered to you on 2nd January).

On behalf of the Patricia Holdings Team, we'd like to extend our best wishes to you and your family for a very Merry Christmas and a Happy New Year filled with health, wealth and love!