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BUNDLE

Wills NSW, Family Provision Claims NSW and Companies, Trusts, Partnerships and Superannuation FED

 This bundle includes guides from the following three publications.


Recent updates can be viewed at Obiter - News & Updates, via the link above.


1. Wills, Powers of Attorney, Appointment of Enduring Guardian & Advance Care Planning NSW


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


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


The 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.


2. Family Provision Claims NSW


This comprehensive and practical publication provides complete coverage of family provision claims, when acting for either the plaintiff or the estate.


The guide provides detailed and easy to follow commentary on the three-stage process applicable to family provision claims and allows the practitioner to provide accurate initial advice and conduct a matter from negotiation through to settlement or hearing.


Practical commentary on current practice directions and authorities on key issues are also provided. 


3. 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


 



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