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Unit Certificate

Unit Certificate

3.5 (2)
under 5 minutes
under 5 minutes
Last updated December 2018
Last updated October 15, 2018
Suitable for all States and Territories
Suitable for all States and Territories

A Unit Certificate is used to outline each unit holder that the trustee has approved in addition to the class and number of units issued. Customisable and ready to use in under 5 minutes.

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Document Overview

After an application for units has been approved by the trustee, then the trustee will issue a unit certificate. This document will outline each unitholder that has been approved by the trustee as well as the number and class of units that they have been issued.

This certificate provides the unit holder with evidence and information about the units which have been distributed.

Use this Unit Certificate if:

  • You are distributing units amongst unit holders of the trust
  • You want to maintain clear and accurate records of all transactions relating to a unit trust

What does the Unit Certificate cover?

  • Details of the transaction
  • Details of the unit holder (beneficiary)

Other names for a Unit Certificate include:

  • Certificate of Units
  • Unit Trust Certificate

Other documents you may need:

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