Change of Unitholder

Why might a change be needed?

There are many changes which may be required during the life of a trust. These include:

Changes to the parties

• changing the trustee
• changing the unit holders (of a unit trust) or members (of an SMSF)
• changing the appointor
• introducing an appointor succession plan

Changes to the trust deed

• including additional provisions in the trust deed
• removing certain provisions from the trust deed
• changing the name of the trust
• changing the vesting date

Winding up the trust

• bringing the trust to an end

Most of the above services are carried out by Docscentre Legal to ensure the changes are carried out in a legally effective manner. Mostly, it is not sufficient for the trustee to simply pass a resolution in order to give proper legal effect to these changes.

You can find out more about Docscentre Legal here, or you can give them a call on 1800 799 666.

You can download our Trust Amendment order form here