Effective 1st July 2010
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FREE ! :  SUPER FUND LOAN ADVICE (see Special offers page.)

Unit Trust
Multi-Unit Trust
Discretionary Trust
Super Gearing Trust

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TRUSTS

All our Unit Trusts have 4 classes of units AND include unit issue on part payment terms to facilitate Tax and Stamp Duty planning on delivery.

1.
Multi-Unit Trust
Price: $500.00 + $50.00 gst

2.
Unit Trust or Discretionary Trust
Price: $400.00 + $40.00 gst

3.
Super Gearing Trust (Super Warrant Trust)
Price: $ 1,200.00 + $120.00 gst

Compact Disk (CD) with copies of all your Register documents including your Trust Deed, Disk allows you to print copies of all Register stationery and Trust Deed.
Stamp Duty (if applicable) is already paid on delivery.

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MULTI-UNIT TRUST SPECIAL FEATURE

The Multi-Unit Trust is an invention of our parent company Fintel Group Pty. Limited who specialise in tax and financial planning. The Multi-Unit Trust consists of a Unit Trust with twenty-six (26) separate trusts inside the main trust. It was mainly designed to cover two particular situations:

1. To accommodate the situation when two or more unrelated persons or groups were combining to purchase or set up a business or investment venture, so that their interests could be joined without merging, and to avoid the cost of a second, third or fourth trust, each of which would also attract Stamp Duty.

2. To enable larger investors to legally avoid the costs associated with the Land Rich Trust provisions in Stamp Duty legislation effective in New South Wales and Victoria.

Each internal Trust has the same Unit classes and Partly Paid features as those set out above for the A4 standard Unit Trust.

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DISCRETIONARY (FAMILY) TRUST SPECIAL FEATURES

1. Principal Beneficiaries.

2. Relatives of a Principal Beneficiary:
(a) any person connected to a Principal Beneficiary by way of kinship, bloodline or genealogy or by marriage (whether legal, civil, religious or defacto); or
(b) any person considered by a Principal Beneficiary to be a relative because of a relationship of a kind not included in clause (a).

3. Company Beneficiaries - any corporation for its own benefit or in the capacity as Trustee of any Trust; in Australia or elsewhere, in which a beneficiary has an interest whether by share holding or membership of the Board of Directors.

4. Religious, Educational, Charitable Organisations - any Institution in Australia or elsewhere, established to give support for any charitable, educational, social, sporting or religious purposes, whether operated privately, by public company or by any government instrumentality.

- Appointor Flexibility -

Provides as follows:
either the person, persons (not exceeding two (2) or company who have received the powers of Appointor under the terms of the Trust Deed and who have been entered into the Appointor Register in Appendix A.

Trust Deed allows any Trust property to be held in the name of a Nominee for the Trust.

All our Trust Registers are presented in a Dove Grey A4, three ring Register approximately 48mm thick. It has long life Mylar tabulations separating each section, with full sets of stationery and record keeping facilities. All register documentation and Trust Deed files are included on CD disk. The disk allows you to print new stationery items and to re-produce all original Register documents.

> Click for order form

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