Unit Trust (Fixed Trust)

Unit trusts are organised in a similar fashion to discretionary trusts. However, the income generated by a unit trust is distributed amongst unit holders in proportion to the number of units they hold instead of at the discretion of the trustee.


David and Tom operate their restaurant through a unit trust where David acts as the trustee. To ensure the income generated from the restaurant is distributed equally between them each year the David and Tom each hold 50% of the available units. This means that they will received the same fixed percentage of the income every year.

To set up your unit or fixed trust we strongly recommend seeking expert advice from one of our business advisors. To find out more about how Australian Shelf Companies can help you please get in touch today or get started by submitting your details. Once you have filled out this form online one of our team will be in touch to assist you further.

Online unit trust form         Download unit trust form

I’m not ready yet. How do I arrange a consultation?

This can be done face to face, by skype or by phone. Having a consultation with on of our experts, will give you peace of mind that your assets are protected and you have the correct setup in place going forward.

Our expert partner team of Business and Financial Advisors can also help with many other services to ensure your business venture is a success and profitable, including:

  • ABN / TFN / GST / PAYG Advice and setup
  • Business coaching and growth solutions
  • Business plans
  • Shareholder agreements
  • Investment strategies
  • Capital raising
  • Business and equipment finance
  • Marketing strategies plans
  • Bookkeeping software setup, training, and advice
  • SMSF setup advice including properties, bare trusts and investments

To book your consultation, contact our Client Relationship Manager.

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