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Important: Please download to your desktop first and then open in adobe reader. Do not complete in browser. Ju ly 2022NEW COMPANY + UNIT TRUST ORDER Forms combined form can be used when ordering a

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How to fill out new company unit trust

01

Collect all necessary information about the company, including business details, director details, shareholder details, etc.

02

Decide on the trustees who will manage the unit trust on behalf of the company.

03

Prepare the unit trust deed outlining the rules and regulations governing the trust.

04

Fill out the necessary forms and paperwork required to register the unit trust with the relevant authorities.

05

Submit the completed paperwork along with any required fees to officially establish the new company unit trust.

Who needs new company unit trust?

01

Anyone looking to establish a legal entity to hold and manage assets on behalf of a company may need a new company unit trust.

02

This can be useful for businesses looking to separate ownership and control of assets, as well as for individuals looking to protect their assets in a trust structure.

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What is new company unit trust?

A new company unit trust is a type of investment structure where a company acts as a trustee for a group of individual investors.

Who is required to file new company unit trust?

Any company that is acting as a trustee for a group of investors and creating a unit trust structure is required to file new company unit trust.

How to fill out new company unit trust?

To fill out a new company unit trust, the company acting as a trustee must provide all necessary information about the trust structure, beneficiaries, investments, and any other relevant details.

What is the purpose of new company unit trust?

The purpose of a new company unit trust is to provide a legal structure for multiple investors to pool their resources and invest in a diversified portfolio managed by the trustee company.

What information must be reported on new company unit trust?

The information that must be reported on a new company unit trust includes details of the trust structure, beneficiaries, investments, income, expenses, and any other relevant financial information.

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