Trusts

Need help setting up a trust? We've got you covered with range of tips for both discretionary and unit trusts.

What is the minimum amount of trustees and unit holders allowed?

A unit trust must have at least one trustee and one unit holder (they cannot be the same entity).

We allow up to 3 individual trustees or 1 corporate trustee to be included in the unit trust.

Up to 20 unit holders are permitted via our unit trust creation platform.

Legally, it is possible to include more trustees and/or unit holders however it becomes administratively extremely difficult to manage if more than this number are included. 

All information provided on this webpage is general information about our products and services. Nothing on this webpage is intended to be professional advice of any kind and should not be relied on as such. You should obtain specific financial, legal or other professional advice before relying on the content of this webpage. By not seeking such advice, you accept the risk that the information on this webpage may not meet the specific needs of your business. Our liability is limited to the maximum extent permitted by applicable law in accordance with our website terms and conditions.

Updated — Sep 7, 2015

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