Change of Trustee Unit Trust

Quickly change your trustee for a Cleardocs Unit Trust
$ 137.50

(inc. GST)

BUY THE PRODUCT

Use Cleardocs to change the trustee of a Cleardocs Unit Trust. This document package allows for changes to a trustee of a Unit Trust:

  • from company to company;
  • from company to one or more individuals;
  • from individual(s) to company;
  • from individual(s) to other individual(s).

Time taken to complete 10 minutes.

Cost $ 137.5 (inc GST)

Legal Sign-offThe master documents are written in plain language and are signed-off by our lawyers at Maddocks.

What documents are included in the Cleardocs Change of Trustee Unit Trust package?

You will receive all the documents you require to record your change :

  • Trustee consent forms;
  • Current Trustee minutes;
  • New Trustee minutes;
  • Unitholder minutes;
  • Change of Trustee Deed; and
  • an Establishment Kit telling you what to do next.

What information do you need to order a Change of Trustee Unit Trust package through Cleardocs?

You can download our checklist of the information required to order Change of Trustee Unit Trust.

Who can consent or give effect to the Change of Trustee?

The following persons can consent or give effect to the Change of Trustee:

  • the existing trustee(s); or
  • the unitholder(s) appointing new trustee(s) – if the Unit Trust does not have a Trustee.

The trust must already have a Cleardocs deed

The Unit Trust for which you order this document package must have a Cleardocs deed. If the trust does not have a Cleardocs deed, then you cannot update the deed to a Cleardocs deed.

We pre-populate your answers...saving you some typing

To save you some time, and typing, we will pre-populate your answers for the Change to Trustee document package with the earlier answers you used when you set up the Unit Trust (or previously changed the trustee) on Cleardocs.

You can then review — and confirm or edit — the pre-populated answers.

Can the Change of Trustee package be used without the consent of relevant parties?

If the change to the trustee is being made without the consent of the relevant parties (for example: the current trustee or unitholders), then this document package cannot be used as the change of trustee would breach the terms of the deed.

Maddocks can provide you with a quote to prepare these documents. Please call us on 1300 307 343 to arrange a quote from Maddocks.

Do all the trustee(s) need to be available to sign documents?

If the retiring trustee(s) are not available to sign the documents — for example, if an individual trustee is no longer alive — you will need a different set of documents.

Maddocks can provide you with a quote to prepare these documents. Please call us on 1300 307 343 to arrange a quote from Maddocks.

Seek legal advice

The Change of Trustee Unit Trust information here should be considered general in nature, and in no way interpreted as legal advice. You must always seek your own independent legal, accounting and financial advice about your particular situation. The summary on this page is for information purposes only.

Questions or further information

If you have questions:

  • about how to use Cleardocs, contact the Cleardocs helpline on 1300 307 343.
  • about legal issues, contact the Cleardocs helpline on 1300 307 343. If you need advice, we will arrange for you to speak with a lawyer at Maddocks. The firm provides a free legal helpline in relation to the documents Cleardocs provides. If you require other legal advice in relation to your particular circumstances, then this will be charged for.
  • Pre-populated Unit Trust details from your Unit Trust set up — saving you time and typing
  • You can appoint more than 1 trustee at a time — provided this will result in a legally compliant structure
  • Copy function for address details
  • Extensive online help and local phone support
  • Easy to use question interface
  • Full range of tailored change of trustee documents