Register as a wholesale unit trust scheme, an imminent wholesale unit trust scheme or a declared wholesale unit trust scheme
Form reference: Duties-Form-59
Use the online form
Open the Duties-Form-59 formAbout this form
Use this form to apply to register for landholder duty purposes as a:
- wholesale unit trust scheme
- imminent wholesale unit trust scheme
- declared wholesale unit trust scheme.
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 documents to support your application:
- A copy of the trust deed for the unit trust scheme, including all schedules and amending deeds.
- All 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 as 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.
- For an imminent wholesale unit trust scheme application, documentation evidencing the scheme’s intention to become a wholesale unit trust scheme within 12 months of the first issues of units to a qualified investor (i.e. prospectus, product disclosure statement or information memorandum).
SmartForm tips
For technical guidance about starting, saving, navigation and submitting the online form, see our SmartForm tips.