Hybrid Trust

Name: Hybrid Trust
SKU: SC-COF08
Price: 170.00 AUD
Availability: InStock

A Hybrid Trust does not refer to one particular type of trust structure. There are many types of Hybrid Trusts and they mean different things to different people, therefore it is important that you understand the type of structure you need and Shelf Companies Services Australia Pty Ltd advises that you seek advice from your solicitor or accountant.

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Product Name
HYBRID TRUST ORDER FORM

SHELF COMPANY SERVICES AUSTRALIA PTY LTD act only as agents in the provision of Trust Deeds. Each individual Deed is prepared by the Solicitors whose name appears on the cover sheet. Individuals or professional firms ordering a Trust Deed should satisfy themselves that the Deed meets their requirements.
Firm
Date*
DD slash MM slash YYYY
Contact Person*
Phone*
Email*
Ref No.
NAME OF TRUST
Name of TRUST*
ORDER OPTIONS
Product Options
- Full Documentation Hard Copy
- Digital version
STAMP DUTY

Please contact the Office of State Revenue regarding duty payable on the establishment of this deed.
APPLICABLE LAW

Unless otherwise indicated below the trust deed will state that the applicable law for the trust is the law of QUEENSLAND. If you require the law of another State to apply instead please indicate.
Applicable Law STATE
INITIAL TRUST PROPERTY

The Deed does not require a Settlor. The initial trust property of the trust is the amount paid by the Subscriber(s) to the Trustee upon executing the Trust Deed and these monies are referred to as Application Monies in the Deed.
TRUSTEE
Name
(Full Name or Company Name and A.C.N.)
Address
Name
(Full Name or Company Name and A.C.N.)
Address
if the Trustee is a company, please give the full names of the Directors
Director 1
Director 2
Director 3
Director 4
SUBSCRIBER NAME(S)

These are the persons or entities subscribing for Ordinary Units and not Special Units
Name
(Full Name or Company Name and A.C.N.)
Address
Name
(Full Name or Company Name and A.C.N.)
Address
if the Subscriber is a company, please give the full names of the Directors
Director 1
Director 2
Director 3
Director 4

UNITHOLDERS

Hybrid Trust combines the features of both a Discretionary Trust and a Unit Trust and as such Ordinary Units and Special Units can be issued. The holders of Ordinary Units in the Trust have the greatest power and entitlements. Ordinary Unitholders are entitled to a share of the income not accumulated or otherwise distributed by the Trustee each year in proportion to their respective holdings. They are also entitled to a share of the capital of the Trust. Furthermore, Ordinary Unitholders have voting rights, which is important as their consent is often required before the Trustee can exercise its discretion under the Trust. For example, the Trustee may only issue Special Units with the unanimous consent of the Ordinary Unitholders. The value of the Ordinary Units may be equal to the amount which you paid when you subscribed to the Units or an amount agreed between the Unitholder and the Trustee.

The holders of Special Units do not have any entitlement to the capital of the Trust and do not have a fixed entitlement to the income, but may receive a distribution at the Trustee’s discretion. The value of each Special Unit is fixed at $1.00
1. Name
(Full Name or Company Name and A.C.N. and Trust/Superannuation Fund Name)
Address
Number of Units
2. Name
(Full Name or Company Name and A.C.N. and Trust/Superannuation Fund Name)
Address
Number of Units
3. Name
(Full Name or Company Name and A.C.N. and Trust/Superannuation Fund Name)
Address
Number of Units
4. Name
(Full Name or Company Name and A.C.N. and Trust/Superannuation Fund Name)
Address
Number of Units
SPECIAL UNITHOLDERS

(These are not Subscribers and they are not required to pay any monies)
1. Name
(Full Name or Company Name and A.C.N. and Trust/Superannuation Fund Name)
Address
Number of Units
2. Name
(Full Name or Company Name and A.C.N. and Trust/Superannuation Fund Name)
Address
Number of Units
3. Name
(Full Name or Company Name and A.C.N. and Trust/Superannuation Fund Name)
Address
Number of Units
4. Name
(Full Name or Company Name and A.C.N. and Trust/Superannuation Fund Name)
Address
Number of Units
APPLICATION MONIES

This is the money paid or to be paid by the Subscriber(s) (i.e. the Unitholders) in consideration of the units issued to them.
Total Number of Units
at $ Per Unit

(e.g Total Number of Units 10 at $1.00 per unit)
Note that the redemption value of an Ordinary Unit held by a subscriber shall be the greater of (a) the value of the unit/s at the time the redemption request is made or (b) the redemption amount agreed between the Subscriber and the Trustee.

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SKU: SC-COF08 Category: Trusts

Hybrid Trust

Hybrid Trust

Step 1 of 3

HYBRID TRUST ORDER FORM

NAME OF TRUST

ORDER OPTIONS

STAMP DUTY

APPLICABLE LAW

INITIAL TRUST PROPERTY

TRUSTEE

SUBSCRIBER NAME(S)

UNITHOLDERS

SPECIAL UNITHOLDERS

APPLICATION MONIES

Information

Our Services

Contact Us

Hybrid Trust

Hybrid Trust

Step 1 of 3

HYBRID TRUST ORDER FORM

NAME OF TRUST

ORDER OPTIONS

STAMP DUTY

APPLICABLE LAW

INITIAL TRUST PROPERTY

TRUSTEE

SUBSCRIBER NAME(S)

UNITHOLDERS

SPECIAL UNITHOLDERS

APPLICATION MONIES

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