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Creation of a Unit Trust

Unit Trusts are often used when the people involved want the
flexibility of a trust structure without the discretional element
relating to the split of income and expenses.

A Unit Trust has the ability to buy and sell units in the business
much like a company does with its shares. These units usually have
fixed annual entitlements to the income and capital of the trust.


Pictured to the right is an example of a unit trust in action.
In this example we have two people, Kevin & Julia, who decide
to work together to invest in a property that neither of them can afford alone.

However, despite needing to invest together
they don’t entirely trust each other and on that basis
come to their accountant and ask how best to structure the deal.

As the diagram shows the overall investment is held in a Unit Trust
with one unit each entitling them to equal portions of the capital
and income of the trust.

The Trustee company running the Unit Trust is the KG Corporate Trustee Pty Ltd
which can be either jointly owned and managed or given to a third party
such as an accountant or lawyer to manage on their behalf.

Once the income or capital filters down to the separate discretionary trusts
it can then be split between family members and other entities
at the discretion of the corporate trustee companies underneath.

By putting together the freedom of discretionary trusts to split the income
along with the certainty of a Unit Trust to hold the investment
you can create a very powerful investment model.

All structure setups are done in tandem with some of Adelaide’s
top legal professionals to ensure your structure minimises taxation,
provides for asset protection and factors in your estate planning needs.

Let Bartley Partners help you explore your options. Everyone’s needs differ.
Unit Trusts can be the perfect solution for many situations.

Give us a call on 8338 1033
we’re happy to talk through solutions best for you.

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about Bartley Partners Accounting

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