Description

What is the purpose of this form?

This application form is to be completed by an applicant seeking registration of a unit trust scheme as either a wholesale unit trust scheme, an imminent wholesale unit trust scheme or a declared wholesale unit trust scheme for the purposes of the landholder provisions in Part 2 of Chapter 3 of the Duties Act 2000 ('the Act').

Who can complete this form?

This form can be completed by the authorised representative of the trustee or the trustee of the unit trust scheme.

How do you lodge this form?

You complete and lodge this form online. Through this form, you can also upload any supporting documents. Once you have entered all relevant and mandatory information, you can submit and save a copy of your form. The information you provide will be electronically forwarded to the SRO.

Saved forms will be retained for 15 days. If you don’t complete and submit the form within 15 days, you’ll need to start again.

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