Unitholders Agreement

How do I order a Unitholders Agreement ?

Simply fill in our form below. We will have our solicitors review all of your details and give you a quote before proceeding. Our solicitors will personally prepare your documents.

These are not template Agreements. The Agreements are tailored to your specific Business and Investment needs.

Prices from $1800 plus GST.

Step 1 of 10 - Your details

Name
First Last
Organisation
ACN/ABN
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Please complete this order form. We will provide you with a quote before proceeding.
Unit Trust Deed
Please upload a copy of the Unit Trust Deed, or email to info@documentshop.com.au
Drop files here or

Current Trustee*
- Individual(s)
- Company
Individual Trustee(s)*
Name Address
Trustee Company*
Name ACN
Registered Office Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Names of each Director*

Current Unit Holders*
Name Address Number of Units held Class of Units held

Are there any conditions precedent to the unitholders agreement coming into place?
i.e. things that need to be achieved prior to the Unitholders Agreement binding the unitholders?
How often are unitholders meetings and trustee meetings to be held?
i.e. Quarterly, annually?

Management
Who will make decisions for the Trust on a day to day basis/manage the trust on behalf of the Trustees? All of the Directors of Corporate Trustee, or just one Director appointed as a Manager?
Business Plans
Annually? Or just as required?

Further Issue of Units
Pre-emptive rights on further unit issues ie offered to existing unit holders first before third parties? Who determines price (Trustee or independent valuer)? Time period restrictions on further unit issue (e.g. not within first 2 years)? Other restrictions?
Transfer of Units
Pre-emptive rights on transfer of units ie offered to existing unit holders first before third parties? Who determines price (Unit holder or independent valuer)? Time period restrictions on further unit issue (eg not within first 2 years)? Other restrictions?

Funding
How will further funding be raised ? – e.g. the Trustee determines funding is required and Unit Holders are required to contribute their % of that funding.
Redemption
Can a Unit Holder apply to redeem their Units? If so what restrictions apply? ie. all units or just part? Time periods? How will the price be determined? Any mandatory redemption events?

Default and Mandatory Transfer Events
What do you want to occur if a Unit holder is convicted of any indictable criminal offence; mental incapacity; becomes insolvent, breach the agreement, die? Others? Price for units – determined by outgoing unit holder, other unit holders or independent valuer?
Restraint provisions
Will the Unit Holders be restricted from engaging in a business which is similar to and in competition with the business of the Trust, taking customers or employees? Maximum time period and geographical area? (if applicable)

Other Requirements
(if any)
Would you like us to include your logo on the documents?
- Yes
- No – we will include our logo
Logo Upload
Acceptance of terms and conditions*
- By ticking this box, I/we acknowledge that I/we have read and agree to the Document Shop Pty Ltd terms and conditions and acknowledgement [available on our website at www.documentshop.com.au or contact us at info@documentshop.com.au and we will e-mail or post a copy to you].

Q & A Unitholders Agreement

The questions and answers below are for information purposes only and are not advice. You should arrange your own legal, accounting, financial and other advice.

What is a Unitholders Agreement?

A Unitholders Agreement is an agreement between the Unitholders and the Trustee of a Unit Trust that regulates the relationship between the parties. A Unitholders Agreement operates in addition to the Unit Trust Deed and deals with matters such as management, issue and transfer of units, redemption and mandatory transfer events, non-competition and confidentiality. Please complete the online form and we will work with you to develop a Unitholders Agreement tailored to your needs.

Disclaimer

You should not rely solely on the information in these questions and answers because they are of a general nature only and the tax and commercial laws apply differently to different people and circumstances. Also as the law changes constantly, there may have been changes to the law since these questions and answers were written. None of the information is intended to be legal, accounting, financial or other advice. You must not act on the information. You must seek your own legal, accounting, financial and other advice.

Document Shop Pty Ltd and it’s directors, officers, employees, agents, consultants and the author of these questions and answers expressly disclaim any and all liability to any person or entity for the consequence of anything done or omitted to be done by any such person or entity relying on a part or all of the contents of these questions and answers.

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Phone: 1300 667 817

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info@documentshop.com.au

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Name	Address

Name	ACN

Name	Address	Number of Units held	Class of Units held