Setting up a Unit Trust correctly from the start is critical for tax efficiency, asset protection, and long-term flexibility. At Nanak Accountants, we provide professional Unit Trust Setup Services designed for investors, business owners, families, and SMSFs who want a compliant structure without confusion or hidden costs.Whether you’re investing in property, running a business with multiple owners, or planning future profit distributions, we ensure your unit trust is structured properly and aligned with ATO requirements.
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A unit trust allows ownership to be divided into units, similar to shares, making it ideal where profits or capital need to be distributed clearly between parties. A properly structured unit trust can help you:
To complete your unit trust setup efficiently, we’ll request the following:
When multiple people invest together, clarity matters. A unit trust provides fixed ownership through units, making it a popular choice for property investors, joint ventures and business partnerships. The challenge is ensuring the trust deed accurately reflects how ownership, income and future exits will work.
Many investors choose a unit trust without fully understanding the differences between fixed and discretionary trust structures. The drafting of the deed can influence tax treatment, land tax outcomes and how ownership transfers occur in the future.
At Nanak Accountants, we help clients establish unit trusts that are designed around their specific investment goals. Our focus is on creating a structure that remains practical and compliant as the investment grows, changes ownership or generates income over time.
We confirm whether a unit trust is the right structure for your situation.
You provide the required details and documents.
We prepare and finalise your unit trust deed.
ABN, TFN, and GST (if required) are lodged correctly.
You receive all trust documents, ready for use.
Professionally drafted unit trust deed tailored to your ownership and distribution needs.
Advice on individual vs corporate trustee and setup support if required.
ABN, TFN & GST Registration
Clear definition of unit holders, percentages, and entitlements.
ATO-aligned documentation to avoid future tax or audit issues.
Costs vary depending on trustee structure and complexity, but we provide fixed pricing after a short consultation so there are no surprises.
In most cases, yes. A corporate trustee offers stronger asset protection and administrative flexibility, especially for long-term investments.
No. Our accountant-led unit trust setup includes professionally prepared trust deeds and full ATO registrations.
Most unit trusts are completed within 2–5 business days once all information is received.
Amendments are possible but can be expensive and restrictive. That’s why correct structuring at setup is essential.
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