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Hybrid Unit Trust

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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.

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Initial Trust Property

The Deed does not require a Settlor. The initial trust property of the trust is the amount paid by the ie Subscriber(s) to the Trustee upon executing the Trust Deed and these monies are referred to as Application Monies in the Deed.

Entry 1
At least 1 trustee required.

if the Trustee is a company, please give the full names of the Directors

At least 0 directors required.
These are the persons or entities subscribing for Ordinary Units and not Special Units
At least 0 subscriber name(s) required.

if the Subsriber is a Company, please give the full names of the Directors

At least 0 director names required.
Details of the Unit Holders

Hybrid Unit 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 Unit Holders 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 Unit Holders 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 Unit Holders. 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 Unit Holder 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.

At least 0 ordinary unit holders required.
(These are not Subscribers and they are not required to pay any monies)
At least 0 special unit holders required.
Application Monies

This is the money paid or to be paid by the Subscriber(s) (i.e. the Unit Holders) in consideration of the issue to them of the Units.

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(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)

Price Summary

Total (inc. GST) —

All prices include GST.