Trust Register
Getting Started with Trust Register
The Trust Profile
- How to open and/or download a trust profile on Trust Register
- How to edit the Trust Profile
- How to edit the Contact Information in Trust profiles
- Where to find recent documents prepared for a Trust
- How to mark a Trust document as signed
- How to access the Unit Register
The Trust List
- How to import Trust on Trust Register
- How to filter and search through the list of Trusts
- How to manage pins
- What information is available on the Trust List?
- How to assign an account manager for one or more Trust
- How to add a family group or reference number to a Trust profile
Documents available in the Trust Register for Unit Trust
Documents available in the Trust Register for Discretionary Trusts
- How to make, vary or revoke a Trust election
- How to exclude foreign beneficiaries for an existing Discretionary Trust
- How to vest a Discretionary Trust
- How to change the name of a Discretionary Trust?
- How to change the appointor/principal or guardian of a Discretionary Trust?
- How to change the Trustee of a Discretionary Trust?
NSW Land Tax Unit Trust
- What is a NSW Land Tax Unit Trust?
- Can an existing deed be amended to satisfy the criteria for later years of land tax assessment?
- Is it possible to obtain a refund for the additional land tax paid in prior years?
- Does your unit trust deed satisfy the requirements to be a ‘fixed trust’ for tax purposes or a ‘fixed trust’ for NSW land tax purpose
Fixed Unit Trust
Unit Trust
Discretionary Trust
- Who are the parties to a Discretionary Trust?
- Auto-Generated Trust Distribution Minutes
- Discretionary Trust and beneficiaries as per the NowInfinity Trust Deed
- Who is the settlor?
- Can the settlor of a Discretionary Trust change?
- Who is an appointor/principal of the Trust?
FAQ
- ★ FAQs: Stamping of Trust deeds
- ★ Welcome to the Trust Register
- How to order stamping for an SMSF Holding (Bare) Trust
- Establishment date missing from Trust documents
- Appointment and Resignation Clause in Change of Trustee document
- How to establish a discretionary or unit trust