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Trusts

- Discretionary/Family Trust

Discretionary (Family) Trust Deed: Company Trustee
Discretionary (Family) Trust Deed: Individual Trustee

- Unit Trusts

Unit Trust Deed
Transfer of Units: Company to Company
Transfer of Units: Individual to Company
Transfer of Units: Company to Individual
Transfer of Units: Individual to Individual

- Loans To & From Trusts

Unsecured Loan: Trust To A Company (New Loan)
Unsecured Loan: Trust To A Company (Existing Loan)
Unsecured Loan: Trust To An Individual (New Loan)
Unsecured Loan: Trust To An Individual (Existing Loan)
Unsecured Loan: Trust From A Company (New Loan)
Unsecured Loan: Trust From A Company (Existing Loan)

- Corporate Minutes

Minute of Sole Director's Resolution for Appointment As Trustee
Minute of Directors' Resolution for Appointment As Trustee
Minute of Sole Director's Resolution for Company as Trustee
Minute of Directors' Resolution for Company as Trustee

- Registers

Trust Asset Register
Beneficiary Register
Capital Distribution Register
Document Register (Company As Trustee)
Document Register (Individual As Trustee)
Income Distribution Register
Register of Loans from Trust
Register of Loans to Trust

- Checklists

Checklist: Trust Establishment By Company
Checklist: Trust - Company Acting As Trustee
Checklist: Trust Establishment By Individual
Checklist: Trust - Individual Acting As Trustee
Checklist: Unit Trust - Appointment As Trustee
Checklist: Unit Trust - Allotment of Units

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