8 documents Accountants build at end of financial year
I have sold over 16,000 Self-Managed Super Funds and 18,000 Family Trust Deeds online. Surprisingly, however, these are the 8 most common documents Accountants build at End of Financial Year:
2. Family Trust Vesting Deed – winds up your Family Trust
3. Update Family Trust Deed – Bamford, streaming, change Appointors. No resettlement.
4. Incorporate a special company as Trustee of your Self-Managed Super Fund
5. Letter of Demand with draft Writs on law firm letterhead – so you can write off bad debts (but often you get paid!)
6. Employment Contract – stops Employees stealing your clients & knowledge
7. 3-Generation Testamentary Trust Wills, Power of Attorney and Medical POA
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Adjunct Professor, Dr Brett Davies, CTA, AIAMA, BJuris, LLB, Dip Ed, BArts(Hons), LLM, MBA, SJD
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