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 client contact details in Trust profiles
- Where to find recent documents prepared for a Trust
- How to mark a document as signed
- How to access the Unit Register
The Trust List
- 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
- How to archive/unarchive a Trust
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
- 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 the NSW land tax fixed trust deed have formal approval from the NSW Office of State Revenue?
- 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
Hybrid Trust
Fixed Unit Trust
Unit Trust
- What is a Unit Trust?
- What is the difference between the unit trust, fixed trust and NSW land tax trust on NI’s platform?
- Will amendments to update administrative terms of a trust (such as converting a unit trust to a fixed trust) trigger a resettlement for tax purposes?
- Is a unitholder required to indemnify the trustee under your unit trust deed?
- Can units be allotted to other unitholders after the date of establishment of a unit trust?
- What is a Superannuation Unrelated Investment Trust?
Discretionary Trust
- 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?
- Do trusts need to have a principal or appointor?
- Who are the Default Income and/or capital beneficiaries?