SMSF Deed & Update Services
SMSF Conversion Deed + Change of Trustee + Company Establishment (CCC)
To convert an individual SMSF deed to a corporate structure including company establishment, change of trustee and premium or standard conversion deed in one easy online form, and also receive a substantial 5o% bundled service rebate.
Change of SMSF Trustee
Changing the Trustee of an SMSF is not as simple as it might appear. There are a number of issues to consider and a number of documents needed to properly affect and record the change. SC Member $192.50 Non SC Member $385.00
Enduring Power of Attorney and SMSF Replacement Trustee Documents
An Enduring Power of Attorney is a document that enables SMSF members to appoint a legal personal representative to act as the trustee or as a director of a corporate trustee in their place while they remain a member of the fund.
SMSF Gearing Unwinding
This document package assists with the concessional transfer of the asset in a SMSF Gearing transaction back into the super fund upon repayment of the loan. Additional implementation service is also available (NSW only) to streamline the process.
Change of Name of Trust
This Document pack provides the relevant documents to change the name of a trust, whether a family trust, discretionary trust, unit trust, testamentary trust, or a hybrid trust. It is not suitable for the change of name of a superannuation fund which can be ordered here.
SUPERCentral Estate Planning - A smarter way to drive estate planning services
Australia is currently in the midst of a huge inter-generational wealth transfer driven by the baby boomer demographic and we believe estate planning is a natural service progression to the creation and wealth preservation strategies that Advisors and Accountants currently provide.
Our new Testamentary Manual system and EPAdvantage Members Program gives you immediate access to everything you need to provide a holistic, cost-effective estate planning service.
Estate Planning Guide and Testamentary Manual System
Our Estate Planning Guide and Testamentary Manual is an innovative system designed to guide you, the Advisor, through the testamentary process and to maintain close contact with your client, from the initial client briefing through to the final signing of their estate plan.
Estate Planning Solutions
When you use our online Estate Planning Guide and Testamentary Manual system, you also work in close consultation with our associated law firm Townsend's Lawyers, who bring deep experience in tax law, trust law, super and wills to your client's estate planning requirements.
Direct Referral Services
If the development of an estate planning service is currently out of the scope of your business, or you prefer our lawyers to liaise directly with your client you can use our direct referral service. Or simply email us with your client’s details and we will assist them. The choice is yours. Either way, we keep you fully informed of your client’s progress.
EPAdvantage™ = Smart Growth
EPAdvantage™ is our new estate planning partner program open to Advisors who are using our Testamentary Manual system. A complimentary, value-added program, it offers registered members professional support, PD training and the resources needed in growing a successful estate planning practice.
Family Provision Claims - Contesting a Will in New South Wales
In Australia, testamentary freedom (being able to give your estate to anyone under your Will) is balanced by laws that allow Courts to use their discretion and ensure that eligible persons are adequately provided for from the proceeds of the estate.
There are a number of ways that a Will can be challanged. Besides challenging the validity of a Will, in NSW, certain persons, categorised as eligible persons under the Succession Act 2006, can make what is called a Family Provision Claim if they have been left without adequate provision from a Deceased estate.
Business Succession Services
Do you know what will happen to the client’s family’s business if the owner dies? Can the family continue to operate it or will the business have to be sold? Are there partners in the business whose wishes or interests must be considered? Is there a buy/sell agreement in place? These are just some of the questions that must be considered before a business owner dies.
Strategic & Remediation Services
Our partner Townsends Lawyers can provide real value if you are looking for advice on a particular SMSF strategy or if you have realised that you have made a mistake and need our advice to consider the alternatives you may have to correcting it.
Accountancy Practice Pre-Negotiation Advice To Buyer
Buying an accountancy practice is not like buying any other business. There is much to consider that is specific to the accounting profession. If you’re looking to buy an accountancy practice you must be prepared.
Buy/sell arrangements set the ground rules between shareholders of a company, partners of a firm or unitholders of a unit trust as to what is to happen if a shareholder, partner or unitholder dies or becomes totally and permanently disabled (‘TPD’).
A Confidentiality Agreement is an agreement that specifies how the individual or business receiving your confidential information may use that information. We provide a range of agreements that can be used in a variety of situations, including discussions between potential buyers and sellers of a business, between businesses wanting to work together, and between an owner of intellectual property and a business wanting to use that IP.
NSW Employment Agreement Pack – for permanent award-free employees it is important for both the employer and the employee that their employment agreement set out all the terms and conditions of the employment relationship. If the employment relationship is not adequately documented it may have adverse consequences for both the employer and employee.
Family Provision Waiver (NSW)
It might come as a surprise to learn that your former spouse or a spouse from whom you have separated can still make a claim on your deceased estate even though you have left your estate to your children or someone else in your Will. We can draft an agreement for your former spouse to (hopefully) agree to and the subsequent court documents to seek the court’s approval of the agreement.
The Lease pack can be used by individuals or companies for the leasing of commercial properties and self managed superannuation funds for the leasing of business real property to a related party. The Lease pack includes a lease and attachment, and includes registration of the lease at the Land Titles Office.
PPSA Loan Pack - Company Borrower with Fixed Interest Rate
The PPSA Loan Package is designed for use when a loan is made to a Company Borrower involving all or any of the following documents: Loan Deed, Security Agreement over the Borrower’s Assets, Guarantee and Indemnity from Director/s or other persons.