Unit Transfer Agreement Template for Australia

1. Foreign Investment Conditions: Required when the Transferee is a foreign person or entity under FIRB regulations

2. Security Interest Release: Required when the units are subject to existing security interests that need to be released

3. Regulatory Approvals: Required when the transfer needs specific regulatory approvals

4. Third Party Consents: Required when consent from other unit holders or third parties is needed

5. Pre-emptive Rights Waiver: Required when other unit holders have pre-emptive rights that need to be addressed

6. Earn-out Provisions: Optional section for transfers involving contingent payment arrangements

7. Management Rights: Required when the transfer includes rights to manage the trust or property

8. Distribution Entitlements: Optional section addressing entitlements to distributions declared but not paid

1. Unit Details: Details of the units being transferred including class, rights, and numbers

2. Transfer Price Calculation: Detailed breakdown of the transfer price calculation if complex

3. Completion Checklist: List of actions and documents required for completion

4. Trust Deed Extract: Relevant extracts from the trust deed affecting the transfer

5. Regulatory Compliance Checklist: Checklist of regulatory requirements and compliance matters

6. Transfer Form: Prescribed form for recording the transfer of units

7. Existing Encumbrances: Details of any existing encumbrances affecting the units

8. Required Consents: List of required consents and their status