Legal Documents for your business

Create a free Register of Unit Holders

Create for free

This legal document has been provided by Lexis Nexis

Register of Unit Holders

Register of Unit Holders

4.6 (7)
under 5 minutes
under 5 minutes
Last updated December 2018
Last updated August 29, 2019
Suitable for all States and Territories
Suitable for all States and Territories

A Register of Unit Holders is used to keep track of unit holders and is critical for Unit Trusts from an accounting perspective. Customisable and ready to use in 5 minutes

Get started

Document Overview

When creating a trust there must be a record of all unit holders of the fixed trust as the trustee is responsible for keeping track of all these details.

Maintaining this record will allow the trustee to identify who the owners of the units are, their holdings, and for how long the units are/were held. A Register of Unit Holders Document is vital for accounting purposes to ensure that distributions are calculated accurately. Further, having this information will be helpful to refer to when a meeting is held, or if any other issues arise.

Use this Register of Unit Holders if:

  • You are the trustee of a unit trust
  • You want to keep a clear record of unit holders
  • The Unit Trust that has been established has a new unit holder
  • You want accurate records to refer to in meetings

What does the Register of Unit Holders cover?

Details of any transfer from, or issue to, a Unit Holder of the trust property (Units), details of the units held, reference numbers and amounts paid to unit holders.

Other names for a Register of Unit Holders include:

  • Unit register
  • Register of units issued
  • Register of units transferred

Other documents you may need:


Document Reviews

No reviews available.

How it works

Follow the steps below and you’ll have your ready-to-use document in no time.

Step 1

Set up a free Lawpath account

Step 2

Search and find the document you need from our list

Step 3

Follow the prompts and fill in all the relevant details

Step 4

Download your document in ready-to-use PDF or Docx* format. Access from any device, at anytime.

A giant library of template documents combined with a legal marketplace make this a must have for any small business owner.
Jake Benjafield

Create and access documents anytime, anywhere by signing up to our monthly or annual subscription plan

Sign up now

Recent Articles

Recent Articles

What Does 'Fit for Purpose' Mean in Commercial Transactions?

Fit for purpose is a term often used in consumer purchases, but it has a different application in commercial transactions. Click here to find out more.

How to Start a Distribution Business

A distribution business is the middle-man between manufacturers and retailers. They make it possible for the products to reach the consumers. Read more to find out.

Blockchain Problems: The Future of Legal Disputes?

The legal world of blockchain is murky. While the blockchain has countless possibilities, there are also concerns about how disputes will be resolved.
Not sure what you need?
Call and speak to one of our
consultants for free on
1800 529 728
Australia’s leading
Online legal website

Lawpath has been recognised as a
leader and innovator across the legal
sector.

Safe and Secure

We keep all your information
encrypted to ensure your
privacy and safety.