Your clients need a safe pair of hands, particularly in a crisis situations, such as last minute dealings with banks or financiers wanting documents such as trusts amended or fixed up where there have been problems, issues or oversights. For many years we services a well known online provider of documents and supported their client base with these types of urgent requirements. Or it may be that a client has a problem with a revenue matter and needs some planning, or an objection or ruling. We deal with the Revenue authorities regularly for this purpose and we can help. Or it may be a matter of some control and succession planning for clients with complex estates and structures. Having been around the block on most issues we can help you help your clients. Why not give us a call?
Business Commercial
Trusts & Superannuation
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Minutes of Trustee Meeting
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Detailed Trust Review (with 12 point checklist and email report)
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Amending Deed for Bamford and Streaming Provisions (trust deed update)
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Amending Deed for Exclusion of Foreign Beneficiaries
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Amending Deed for Changes in Trustee, Beneficiaries or Appointors
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Detailed Advice Letter on Trust Amendment Principles and Resettlement Risks
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Conversion of Discretionary Trust to a Fixed Trust or Fixed Trust for NSW Land Tax Purposes
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Comprehensive Trust Package
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Amendment to Super Deeds, including Upgrade Rule Changes, Changes to Trustees or Members
Wills & Estate Planning
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Basic Will
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Will with Testamentary Trust (single)
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Will with Testamentary Trust (couple)
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Power of Guardianship
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Power of Attorney
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Comprehensive Single Estate Planning Package (wills + guardianship and poa + letter of advice)
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Comprehensive Couple Estate Planning Package (wills + guardianship and poa + letter of advice)
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Comprehensive Control Plan for Multiple Entities (up to 3 entities)
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Establishment of Special Purpose Appointor Entity for Will and Asset Protection Purposes
