Legal Documents for your business

Unit Certificate

Your first document is free with Lawpath

This legal document has been provided by Lexis Nexis

Unit Certificate

Unit Certificate

eSign with Lawpath
3.5 (2)
Under 5 minutes
Under 5 minutes
Last updated December 2018
Last updated February 18, 2020
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.

Get started

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:

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

How to Start a Welding Business

Do you want to start a welding business but don't know where to start? Keep reading to kickstart your new welding business.

JobKeeper August Update: What You Should Know

In the wake of Victoria's stage 4 lockdown, the Federal government has announced further changes to the JobKeeper scheme. Find out more here.

Examples of Intellectual Property (2020 Update)

Intellectual property comprises of all the creative elements of your business. Find out some common examples of intellectual property in this article.
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

Safe and Secure

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