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ARTICLE · 12 MARCH 2024

It Depends – What's the difference between Unit Trusts and Fixed Trusts?

Cooper Grace Ward
Cooper Grace Ward
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Transcript & link to video discussing Unit Trusts and Fixed Trusts.

AustraliaCorporate/Commercial Law
Scott Hay-Bartlem
Scott Hay-Bartlem
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In this edition of 'It depends', lawyer Steven Cawood talks about the difference between unit trusts and fixed trusts, when you might need a fixed unit trust and when you can amend a trust to make it a fixed trust.

Steven, along with Sacha Robinson and Nathan Rutherford, will be covering this topic in more detail during their session 'Trust deed update – how to know ...', at our Annual Adviser Conference on 21 and 22 March. Register now to attend live at Sofitel Brisbane or virtually.

Video transcript

Welcome to this instalment of It Depends. At our upcoming Adviser Conference on the 21st and 22nd of March, Nathan Rutherford, Sasha Robinson and myself will be talking about how to know when to update a trust deed. Today, and in more detail at the Adviser Conference, I'll be discussing the difference between unit trusts and fixed trusts, when you need a fixed trust and when you can amend your deed to make it a fixed trust.

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© Cooper Grace Ward Lawyers

Cooper Grace Ward is a leading Australian law firm based in Brisbane.

This publication is for information only and is not legal advice. You should obtain advice that is specific to your circumstances and not rely on this publication as legal advice. If there are any issues you would like us to advise you on arising from this publication, please contact Cooper Grace Ward Lawyers.

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