Unit Trust
Tip Form a Unit Trust in Minutes
Our trust service is available to EasyCompanies PRO clients (accountants & legal professionals).
We provide documents only — no legal advice is included.
Designed for professionals who need efficient, reliable trust documents without the admin burden.
✅ What You Get
- Unit Trust Deed – prepared by a Top 10 Australian law firm
- Meeting Minutes for the Trustee – if the trustee is a company
- PDF documents – delivered instantly via email once your application is submitted
- Step-by-step guide – including stamping, opening a bank account, and next steps
📋 What You’ll Need
To complete your trust setup online, you’ll need:
- Trust name
- Trustee details (company or individual)
- Unit Holder details
- Appointor details (if applicable)
🏢 Setting Up a Trustee Company
Most unit trusts are established with a company acting as the trustee. This is a two-step process:
- Register the company first
Lodge a company application through EasyCompanies.
An ACN (Australian Company Number) is issued instantly (within ~2 minutes). - Use the company as trustee
Enter the ACN into the trust application.
Complete the trust setup form (5–10 minutes).
Your trust deed will be issued instantly on submission.
👉 Once both steps are complete, you’ll have the company + trust documents ready for stamping.
📝 How It Works
- Setup company trustee first (if required) in our company registration application.
- Complete the online application — no paperwork required.
You’ll need: trust name, trustee details, unit holder details, and (if applicable) appointor. - Choose stamping during checkout if required.
- Instantly receive your deed by email.
- If stamping is selected, upload your signed deed. We’ll return it stamped within 2–3 business days.
⏱ How Long Does It Take?
- Trust setup: 5–10 minutes online application
- Company for trustee (if needed): 2 minutes to receive ACN
- Trust deed issued: Instant PDF on completion
- Stamping (if selected): 2–3 business days turnaround
💰 Trust Stamping Pricing
- Stamping Fee: $68 + $200 VIC SRO fee (NSW currently not supported)
- Digital execution supported (where allowed)
Stamping is currently only supported in VIC — for other states contact your local state revenue department.
❓ Top 3 Questions We Get
Do I need a company to act as trustee?
You may use either a company or individual trustee, but most professionals prefer a company trustee for liability and succession reasons. This must be set up as a separate company registration first.
How long does stamping take?
Stamping is usually processed in 2–3 business days once the executed deed is uploaded. Fees vary by state, and VIC stamping is supported directly through our platform.
🚫 Not a Professional Advisor?
If you’re not an accountant or lawyer and need tailored legal advice for your trust, we recommend Sprintlaw.
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