Skip to content
Home
About
Team
Services
Blog
Contact
📞 (08) 8212 1115
Family Law
Business
Property
Wills & Estates
Litigation
Traffic & Criminal
Search for...
📞 (08) 8212 1115
Navigation Menu
Navigation Menu
Family Law
Business & Commercial Law
Conveyancing & Property
Wills & Estates
Litigation & Dispute Resolution
Traffic & Criminal Law
—
About
Blog
Contact
Home
»
Forms
»
Form – Unitholders Agreement
Form – Unitholders Agreement
Unitholders’ Agreement
Step
1
of
5
20%
How Can We Reach You?
Contact Name
(Required)
First
Last
Contact Email Address
(Required)
The documents will be emailed to this address
Contact Phone
(Required)
Trust Details
Trust Name
Trust ABN
Trustee Details
is the Trustee a Company or an Individual
(Required)
Company
Individual
Trustee Name
First
Last
if the Trustee is an Individual
Trustee Address
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name
if the Trustee is a Company
Trustee ACN
if the Trustee is a Company
Trustee Address
Street Address
City
State
Postcode
if the Trustee is a Company
would you like to add another Trustee
(Required)
Yes – add an Individual
Yes – add a Company
No
Trustee Name 2
First
Last
if the Trustee is an Individual
Trustee Address 2
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name 2
if the Trustee is a Company
Trustee ACN 2
if the Trustee is a Company
Trustee Address 2
Street Address
City
State
Postcode
if the Trustee is a Company
would you like to add another Trustee 3
(Required)
Yes – add an Individual
Yes – add a Company
No
Trustee Name 3
First
Last
if the Trustee is an Individual
Trustee Address 3
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name 3
if the Trustee is a Company
Trustee ACN 3
if the Trustee is a Company
Trustee Address 3
Street Address
City
State
Postcode
if the Trustee is a Company
would you like to add another Trustee 4
(Required)
Yes – add an Individual
Yes – add a Company
No
Trustee Name 4
First
Last
if the Trustee is an Individual
Trustee Address 4
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name 4
if the Trustee is a Company
Trustee ACN 4
if the Trustee is a Company
Trustee Address 4
Street Address
City
State
Postcode
if the Trustee is a Company
would you like to add another Trustee 5
(Required)
Yes – add an Individual
Yes – add a Company
No
Trustee Name 5
First
Last
if the Trustee is an Individual
Trustee Address 5
Street Address
City
State
Postcode
if the Trustee is an Individual
Trustee Company Name 5
if the Trustee is a Company
Trustee ACN 5
if the Trustee is a Company
Trustee Address 5
Street Address
City
State
Postcode
if the Trustee is a Company
Additional Trustees
if there are more Trustees add details here. (Name/ACN/Address/Individual/Company)
Unitholder Details
Please provide each unitholder’s full name (including ACN if a company) and the number and class of units the unitholder holds. If any unitholder holds units as a trustee, please provide the trust’s name and ABN (if any). If any units are not fully paid, please advise. For example: ABC Pty Ltd (ACN 123 456 789) c/- 100 Main Street, Adelaide SA 5000 as trustee for the DEF Trust (ABN 12 345 678 910) – 100 fully paid $1.00 ordinary class units. If any unitholder holds units as a trustee, please provide the trust’s name and ABN (if any). If any units are not fully paid, please advise.
Unitholder Name
(Required)
ABN
ACN
Number of Units
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
Value per Unit ($)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
Would you like to add another Unitholder?
(Required)
Yes
No
Unitholder Details (2)
Please provide each unitholder’s full name (including ACN if a company) and the number and class of units the unitholder holds. If any unitholder holds units as a trustee, please provide the trust’s name and ABN (if any). If any units are not fully paid, please advise. For example: ABC Pty Ltd (ACN 123 456 789) c/- 100 Main Street, Adelaide SA 5000 as trustee for the DEF Trust (ABN 12 345 678 910) – 100 fully paid $1.00 ordinary class units. If any unitholder holds units as a trustee, please provide the trust’s name and ABN (if any). If any units are not fully paid, please advise.
Unitholder Name (2)
ABN (2)
ACN (2)
Number of Units (2)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
($) Value per Unit (2)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
Would you like to add another Unitholder (2)
(Required)
Yes
No
Unitholder Details (3)
Please provide each unitholder’s full name (including ACN if a company) and the number and class of units the unitholder holds. If any unitholder holds units as a trustee, please provide the trust’s name and ABN (if any). If any units are not fully paid, please advise. For example: ABC Pty Ltd (ACN 123 456 789) c/- 100 Main Street, Adelaide SA 5000 as trustee for the DEF Trust (ABN 12 345 678 910) – 100 fully paid $1.00 ordinary class units. If any unitholder holds units as a trustee, please provide the trust’s name and ABN (if any). If any units are not fully paid, please advise.
Unitholder Name (3)
ABN (3)
ACN (3)
Number of Units (3)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
($) Value per Unit (3)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
Would you like to add another Unitholder (3)
(Required)
Yes
No
Unitholder Details (4)
Please provide each unitholder’s full name (including ACN if a company) and the number and class of units the unitholder holds. If any unitholder holds units as a trustee, please provide the trust’s name and ABN (if any). If any units are not fully paid, please advise. For example: ABC Pty Ltd (ACN 123 456 789) c/- 100 Main Street, Adelaide SA 5000 as trustee for the DEF Trust (ABN 12 345 678 910) – 100 fully paid $1.00 ordinary class units.
Unitholder Name (4)
ABN (4)
ACN (4)
Number of Units (4)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
($) Value per Unit (4)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
Would you like to add another Unitholder (4)
(Required)
Yes
No
Unitholder Details (5)
Please provide each unitholder’s full name (including ACN if a company) and the number and class of units the unitholder holds. If any unitholder holds units as a trustee, please provide the trust’s name and ABN (if any). If any units are not fully paid, please advise. For example: ABC Pty Ltd (ACN 123 456 789) c/- 100 Main Street, Adelaide SA 5000 as trustee for the DEF Trust (ABN 12 345 678 910) – 100 fully paid $1.00 ordinary class units.
Unitholder Name (5)
ABN (5)
ACN (5)
Number of Units (5)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
($) Value per Unit (5)
Unless stated otherwise, each unitholder will be issued with 12 units and all units will be fully paid $1.00 ordinary class units
Other Questions
Main objectives for unitholders' agreement
pre-emptive rights
compulsory unit transfers (e.g. death, incapacity)
reserved decisions
insurance funded buyout
restraint of trade
Other requirements or questions
Comments
Trust Deed
Max. file size: 50 MB.
When submitting this form please attach the deed establishing the unit trust and any subsequent amending deeds. Please also provide a copy of any existing unitholders’ agreement (if applicable).