Register as a declared public unit trust scheme

About this form

Use this form to apply for registration as a declared public unit trust scheme for landholder duty purposes.

The trustee of the unit trust scheme or their authorised representative can complete this form.

Review the benefits of trust registration and key terms in landholder definitions.

You can save the form and return to it later using your tracking code and the answer to your security question.

Get these details ready

You will need the following supporting documents for your application:

• A copy of the trust deed for the unit trust scheme, including all schedules and amending deeds.
• Documentation identifying the nature and purpose of the unit trust scheme and who could and has applied for units in the scheme (i.e. prospectus, product disclosure statement or information memorandum).
• A copy of the unit trust scheme’s profit and loss statement and balance sheet for the last 3 financial years.
• A copy of the unit trust scheme’s register of unit holders at the application date.
• If registration is being sought from a date prior to the date of application, a copy of the scheme’s register of unit holders as at that earlier date and full and precise details of all acquisitions of units in the scheme from that date.

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