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BUNDLE

NSW Wills, Estates, Business and Companies

This bundle includes guides from the following four publications.


Recent updates to this publication can be viewed on Obiter - our blog. 


Wills & Powers of Attorney (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.


Recent updates can be viewed on Obiter - our blog. 


Business and Franchise (NSW)


The easy to follow, comprehensive procedures and checklists in this guide eliminate common issues which cause delay or dispute in relation to contracts for sale of business, such as purchaser entity, finance, premises and franchise requirements.


Precedents include our new Uniform Contract for Sale of Business which covers all aspects of the transaction from pre-exchange vendor warranties and purchaser guarantees (by shareholders where applicable) to completion, including effective releases of PPSR security interests, transfer all of business assets including copyright works, trade marks, supplier contracts, et cetera and the ASIC/Fair Trading requirements for the transfer of business name. Our contract also customises the competition restraints so they are enforceable, bind the key people and deal with e-commerce, non-solicitation of staff and customers and confidential information.


The commentary compares business structures, sets out the tax consequences of sale price apportionment, explains the tax treatment of stock, long service leave and other employee entitlements, considers the status of the premises and any franchise agreement and discusses many other important issues affecting business conveyancing.


Some of the most popular precedents in this publication include:



  • Uniform contract for sale of business

  • Letter to purchaser's solicitor submitting contract

  • Letter to vendor's solicitor with executed contract for exchange

  • Direction to pay to purchaser's solicitor

  • Order on agent

  • Notice to complete

  • Direction to pay to incoming mortgagee

  • Summary of relevant considerations

  • Letter to vendor's solicitor raising requisitions


Companies, Trusts, Partnerships and Superannuation


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



MATTER PLAN

Disclaimer

$239 AUD + GST

per month - minimum 3 month subscription

Train Your Staff Affordably

Reduce Your Practice Risks

Access on Desktop,
Phone or Tablet