A testamentary trust does not run itself. A human or company must act as a trustee. Many clients prefer a dedicated company as a corporate Trustee. It provides continuity, cleaner administration and asset protection. Despite ongoing attacks on bucket companies, you...
Legal Consolidated 3-Generation Testamentary Trust Wills are drafted so your executors can apply for a Grant of Probate themselves. Your executors do this with the help of your accountant and financial adviser. You can apply online in all Australian states and...
Incorporating your company is step one. Your directors then need to make the company operational. Opening the company bank account is one of the first jobs. The bank wants more than an Australian Company Number (ACN). It needs to understand the company, who owns and...
You need to prepare a legal document for a client. You find a polished website selling Trust Deeds, Loan Agreements, Wills and Powers of Attorney. It looks legal. It sounds legal. It even claims that a lawyer ‘signed off’ its documents. But the website is not a law...
You sign a Power of Guardianship or Medical Decision Maker document while you are of sound mind. Years later, dementia changes your behaviour. You wander towards traffic. You strike another resident. You pull out a feeding tube. Staff at your aged care home want to...
Modernise your SMSF without damaging old rights An SMSF Deed goes stale. Superannuation law changes. ATO practice changes. Banks change their requirements. Pension rules change. Death benefit law becomes more contested. A deed that worked 6 or 8 years ago may now be...
