$199 AUD + GST

per month - minimum 3 month subscription

Train Your Staff Affordably

Reduce Your Practice Risks

Access on Desktop,
Phone or Tablet

BUNDLE

Companies, Wills (NSW) and Estates (NSW)

This bundle includes guides from the following three publications.


Recent updates can be viewed on Obiter - our News & Updates site.   


Companies, Trusts, Partnerships, and Superannuation (FED)


This valuable publication provides a simple guide to companies, trusts, partnerships, joint ventures and superannuation, with all commonly required documents, allowing you to advise and service your clients with confidence.


Superannuation is explained simply and comprehensively, and is accompanied by a full suite of precedents, including everything needed to set-up, run and amend a self managed superannuation fund.


The commentary provides a tax and succession planning overview sufficient for most circumstances found in general practice.


Some of the most popular precedents included in this publication:




    • Comparative table of business structures

    • Limited recourse borrowing documentation

    • Company constitution

    • Company resolution

    • Shareholder agreement (long and short forms)

    • Agreement for sale of shares

    • SMSF trust deed and rules

    • Binding death benefit nomination

    • Unit trust

    • Discretionary trust deed

    • Hybrid trust

    • Joint venture agreement

    • Partnership agreement

    • Put and Call option

    • Charitable trust



Wills, Powers of Attorney, Appointment of Enduring Guardian & Advance Care Planning (NSW)


This valuable and thorough publication allows the practitioner to take instructions using a comprehensive and methodical instruction sheet then prepare wills, powers of attorney and powers of enduring guardian with confidence, whether for a single client or for complex families and including where the clients have an extensive or complicated asset portfolio. 


Precedents include various ways to deal with blended families, superannuation death benefits and rights to occupy.


Commentary includes discussion of the tax treatment of superannuation, the use of testamentary trusts, family provision considerations and dealing with assets in multiple jurisdictions.


Take the worry and risk out of will drafting and maximise its value to your practice by using our excellent and easy to follow publication.


Estates (NSW)


This comprehensive and practical guide assists practitioners to advise and act for clients in all types of estate matters.


An application for probate or letters of administration can be made with ease and confidence. The guide features detailed commentary and all necessary forms and precedents for obtaining a grant, getting in assets and making the distribution. Deeds of release and indemnity and deeds of family arrangement are included.



MATTER PLAN

Disclaimer

$199 AUD + GST

per month - minimum 3 month subscription

Train Your Staff Affordably

Reduce Your Practice Risks

Access on Desktop,
Phone or Tablet