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Estate Planning - The Young Family

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Estate Planning - The Young Family

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SMSF deeds | update

Establishment of new SMSF trust deed - individual
Establishment of new SMSF trust deed - corporate
Standard conversion (no legal review)
Premium conversion (full legal review)
SMSF conversion + company establishment + change of trustee | change to member
SMSF lost deed/s
Enduring Power of Attorney | replacement trustee
Change of fund name
SMSF bulk fund conversion

SMSF transactions - advice | tailoring

Superannuation advice
Complex change of trustee(s)/member(s)
In-specie benefit payments
In-specie contributions
SMSF annual audit compliance advice and documentation
SMSF death benefit planning
SMSF related party transactions
Superannuation law compliance advice

SMSF - Change of trustee

Change of SMSF trustee with change of member
Change of SMSF trustee with no change of member

Companies

Company establishment - standard | special purpose
Company constitution update
Company establishment | corporate trustee for insurance trust
Company establishment for holding trust

Pensions

Account based
Transition to retirement
Refresh
Consolidation

Superannuation documentation

Deed of confirmation
Deed of ratification
Deed of rectification
Deed of release
Review existing SMSF deed

SMSF borrowing

Amend an existing deed
Company establishment for holding trust or SMSF
SMSF borrowing pack
Lender requires further tailored changes
Stamping the holding trust deed
Concessional duty applications
SMSF acquiring property with stamp duty concession
Lender requires further tailored changes
Bank documents SMSF compliance report
Change of holding trustee | documentation | implementation | registration| signing

SMSF property acquisition | transfer

SMSF property acquisitions, sales and/or development
Change of SMSF trustee implementation
Deed of acknowledgement of title
Unwinding pack
Unwinding pack and implementation service

Property transfer

Change of SMSF trustee implementation
Deed of acknowledgement of title
SMSF property acquisitions, sales and/or development
Change of holding trustee
Lease agreement
Commercial lease | unrelated party
Commercial lease | related party

Trusts

Discretionary trust | Company | stamping
Hybrid trust | Company | stamping
Special disability trust
Unit trust establishment | Company | stamping | 13.22C trust
Convert a unit trust to a 13.22C unit trust SMSF
Convert a unit trust to a fixed trust
Service agreement

Trust advice | amendment

Trust advice
Amend an existing trust deed
Change of name of trust
Change of trustee of a discretionary trust
Change of trustee of a unit trust
Discretionary trust amendment - exclusion of foreign beneficiaries
Discretionary trust streaming amendment (Bamford)
Hybrid trust | exclusion of foreign persons

Trust documentation

Changing appointor(s) of a trust
Nomination of successor appointor
Changing beneficiaries of a trust
Convert a unit trust to a 13.22C
Convert a unit trust to a fixed trust
Declaration of trust
Discretionary trust deed review
Transfer of units
Trust distribution
Winding up a trust
Stamping service for discretionary or unit trust establishment

Estate planning | tailored | Fixed price

Specific estate plan | inc. specific gifts
Standard estate plan
Testamentary trust estate plan
Tailored estate planning | high value/complex estates
Will review
Will update
Enduring powers
Enduring Guardianship
Enduring Power of Attorney
Enduring power of attorney - revocation
Entitlements under a Will

Simple Wills - low cost | no legal review

Simple Will #1 | married | no children
Simple Will #2 | married | with children
Simple will #3 | not married | with children
Simple will #4 | not married | no children
Estate planning fact find
Ask.Will estate planning client report

Probate | application | administration

Probate application service | advice
Probate | grant and administration
Property transmission
Deed of acknowledgement of title
Testamentary trust | advice | establishment
Family provision waiver
Entitlements under a Will

Accountancy practice sales | advice | pre-negotiation

Assignment (transfer) of debt
Assignment (transfer) of lease
Buy/sell arrangements pack
Company Constitution Update
Company establishment | Company Trustee SMSF for insurance trust
Buy/sell advice guide - Buying Out a Business Partner Australia

Asset protection

Asset protection review, advice and implementation
Asset protection and estate plan co-ordination
Buy/Sell
Buy/sell advice guide - Buying Out a Business Partner Australia
Buy/sell arrangements pack
Discretionary trust | Company | stamping

Business | Commercial services

Accountancy practice purchase
Accountancy pre-negotiation advice to buyer
Assignment (transfer) of debt
Assignment (transfer) of lease
Accountancy practice sale
Partnership agreement
Shareholders agreement
Unitholders agreement
PPSA loan pack - bundled service | select required product/s
Restraint of trade

Lease agreements

Commercial Lease - Standard Commercial Property Lease Agreement (unrelated party)
Commercial lease (related party lease)
Letter of demand

Employment agreements

Employment agreement | formal
Informal letter of appointment
Employment agreement | negotiation | tailoring

Confidentiality agreements

Confidentiality agreement | disclosure
Confidentiality agreement | mutual
Confidentiality agreement template | simple letter
Confidentiality agreement | tailored

PPSA - loan pack | documentation

PPSA - loan pack | documentation

Restraint of Trade

Restraint of trade

Townsends Lawyers SMSF deed | optional update

Townsends Lawyers SMSF deed - optional update

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SUPERCentral's legal requirements in superannuation, estate planning and wealth management services are provided by our associated law firm Townsends Business & Corporate lawyers

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