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Indemnity Deed Of Trust
"Need an Indemnity Deed of Trust for a family investment trust based in New South Wales, Australia, with specific provisions for multiple trustees and comprehensive asset protection mechanisms for a real estate portfolio to be established by March 2025."
1. Parties: Identifies and defines all parties to the deed including the trustee(s), beneficiaries, and any other relevant parties
2. Background: Sets out the context and purpose of the deed, including any relevant existing arrangements
3. Definitions and Interpretation: Defines key terms used throughout the deed and establishes interpretation principles
4. Trust Creation and Declaration: Establishes the trust and declares the trustee's holding of trust property
5. Trustee Powers and Duties: Outlines the scope of trustee authority and responsibilities
6. Indemnity Provisions: Details the nature and extent of indemnities provided to the trustee
7. Trust Property: Describes the assets or property held in trust
8. Trust Administration: Sets out the operational mechanics of managing the trust
9. Income and Capital: Establishes rules for dealing with trust income and capital
10. Amendment and Variation: Procedures for modifying the deed
11. Termination: Circumstances and procedures for trust termination
12. Governing Law and Jurisdiction: Specifies applicable law and jurisdiction for disputes
1. Multiple Trustees Provisions: Required when there are multiple trustees to govern their relationship and decision-making
2. Custodian Provisions: Needed when a separate custodian holds trust assets
3. Investment Powers: Detailed investment guidelines when trust involves significant investment activities
4. Delegation Powers: Required when trustee needs ability to delegate certain powers
5. Remuneration Provisions: Needed when trustees are to be remunerated for their services
6. Specific Asset Provisions: Required when trust holds particular types of assets needing special treatment
7. Foreign Beneficiary Provisions: Required when trust has international beneficiaries
8. GST Provisions: Detailed GST handling when trust engages in taxable activities
1. Trust Property Schedule: Detailed listing of initial trust property and assets
2. Trustee Powers Schedule: Comprehensive list of specific trustee powers and limitations
3. Beneficiary Details: Full details of beneficiaries and their respective interests
4. Investment Guidelines: Detailed investment parameters and restrictions
5. Fee Schedule: Details of trustee remuneration and cost recovery
6. Execution Requirements: Specific requirements for executing trust documents
7. Compliance Procedures: Detailed compliance requirements and procedures
8. Distribution Rules: Specific rules and procedures for trust distributions
Authors
Definitions
Trust Establishment
Trust Property
Trustee Appointment
Trustee Powers
Trustee Duties
Indemnities
Limitation of Liability
Trust Administration
Investment Powers
Distribution Powers
Income and Capital
Beneficiary Rights
Delegation
Remuneration
Expenses
Accounts and Audit
Confidentiality
Compliance
Amendment
Termination
Retirement and Removal
Appointment of New Trustee
Custodian Provisions
GST
Notices
Dispute Resolution
Governing Law
Severability
Assignment
Execution
Financial Services
Banking
Investment Management
Real Estate
Wealth Management
Professional Services
Insurance
Superannuation
Family Business
Corporate Services
Asset Management
Private Equity
Legal
Compliance
Risk Management
Finance
Corporate Governance
Wealth Management
Trust Administration
Investment
Company Secretariat
Asset Management
Trust Manager
Legal Counsel
Corporate Lawyer
Compliance Officer
Risk Manager
Financial Advisor
Trust Administrator
Company Secretary
Investment Manager
Wealth Manager
Fund Manager
Director
Trustee Officer
Estate Planning Lawyer
Chief Financial Officer
Chief Legal Officer
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