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ORDER FOR A HYBRID TRUST


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of documents: *

NAME OF TRUST
Name of Trust: *
Date Deeds? Leave Undated

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NAME OF TRUSTEE:
Company Name:
ACN no:
Registered Office:
Names of ALL Director(s)*:

-- OR --

NAME OF INDIVIDUAL TRUSTEE(S):
#1
Surname:
Given Names:
Address:
Suburb/State/Postcode:      

-- OR --

NAME OF TRUSTEE:
Company Name:
ACN no:
Registered Office:
Names of ALL Director(s)*:

-- OR --

NAME OF INDIVIDUAL TRUSTEE(S):
#2
Surname:
Given Names:
Address:
Suburb/State/Postcode:      

UNIT HOLDER (S):
#1
Surname (or Company Name):
Given Names (or ACN number):
Address:
Suburb/State/Postcode:      
Number of Units:
Class of Units:
Check characteristics of units
below before completing or ring
our office for any changes to
rights of classes of units
Please refer to the Characteristics of Units on page four before completing
or call our office for any changes to rights of classes of units.

Rights Class of Units: Capital
Income
Voting
Termination

#2
Surname (or Company Name):
Given Names (or ACN number):
Address:
Suburb/State/Postcode:      
Number of Units:
Class of Units:
Check characteristics of units
below before completing or ring
our office for any changes to
rights of classes of units
Please refer to the Characteristics of Units on page four before completing
or call our office for any changes to rights of classes of units.

Rights Class of Units: Capital
Income
Voting
Voting

#3
Surname (or Company Name):
Given Names (or ACN number):
Address:
Suburb/State/Postcode:      
Number of Units:
Class of Units:
Check characteristics of units
below before completing or ring
our office for any changes to
rights of classes of units
Please refer to the Characteristics of Units on page four before completing
or call our office for any changes to rights of classes of units.

Rights Class of Units: Capital
Income
Voting
Voting

(You may type any extra Unitholder details here.)

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Date : *

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Characteristics of Units

  • Ordinary Units

(a) Class A

A Unit of this class shall confer upon the registered holder thereof:-

  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the net income of the Trust Fund arising during each financial year;
  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the capital of the Trust Fund during each financial year;
  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the Trust Fund on termination of the trusts created by this deed; and
  • the right to vote at a general meeting of Unit Holders.

(b) Class B

A Unit of this class shall confer upon the registered holder thereof:-

  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the capital of the Trust Fund during each financial year;
  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the Trust Fund on termination of the trusts created by this deed; and
  • the right to vote at a general meeting of Unit Holders.

2. Special Units

(a) Class A

A Special Unit of this class shall confer upon the registered holder thereof:-

  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the net income of the Trust Fund arising during each financial year;
  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the capital of the Trust Fund during each financial year; and
  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the Trust Fund on termination of the trusts created by this deed.

(b) Class B

A Special Unit of this class shall confer upon the registered holder thereof:-

  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the net income of the Trust Fund arising during each financial year; and
  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the capital of the Trust Fund during each financial year.

(c) Class C

A Special Unit of this class shall confer upon the registered holder thereof:-

(i) the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the net income of the Trust Fund arising during each financial year.

(d) Class D

A Special Unit of this class shall confer upon the registered holder thereof:-

  • the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the capital of the Trust Fund during each financial year.

(e) Class E

A Special Unit of this class shall confer with the registered holder thereof:-

(i) the right, in common with the registered holders of all other issued units conferring that right, to receive a rateable proportion of the net income of the Trust Fund arising during each financial year provided always that the proposed appointment is approved by special resolution of unit holders entitled to vote.

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