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  • Trust

    Trust

    • Acknowledgement of Trust (already own asset) - $165
    • Change Appointor and/or Guardian of Family Trust - $110
    • Change of Name of Family Trust - $88
    • Change Trustee of Family Trust - $110
    • Dealing with Forgiven Debts (White Paper) - $55
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Declaration of Trust (before you buy) - $99
    • Div 7A Loan Agreement - $55
    • Div 7A Loan Agreement for UPE - $55
    • Family Trust - $165
    • Family Trust - Streaming & Bamford Update - $165
    • Family Trust - Update to Allow Change of Appointor and Guardian - $165
    • Family Trust - Update to allow Sole Trustee - $55
    • Family Trust - Update to Exclude Foreign Persons (NSW) - $198
    • Family Trust - Vesting - $249
    • Forgiveness of Debt - $121
    • Opening Minutes for the Unit Trust - $33
    • Partnership Deed - $220
    • Release of Unpaid Trust Entitlement - $121
    • The new small business restructure roll-over rules in practice (White Paper) - $55
    • Trust Distribution Minutes Library for 2008/09 - $99
    • Trust Distribution Minutes Library for 2009/10 - $99
    • Trust Distribution Minutes Library for 2010/11 - $99
    • Trust Distribution Minutes Library for 2011/12 - $99
    • Trust Distribution Minutes Library for 2012/13 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2012/13 - Single-Use - $110
    • Trust Distribution Minutes Library for 2013/14 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2013/14 - Single-Use - $110
    • Trust Distribution Minutes Library for 2014/15 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2014/15 - Single-Use - $110
    • Trust Distribution Minutes Library for 2015/16 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2015/16 - Single-Use - $110
    • Trust Distribution Minutes Library for 2016/17 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2016/17 - Single-Use - $110
    • Trust Distribution Minutes Library for 2017/18 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2017/18 - Single-Use - $110
    • Trust Distribution Minutes Library for 2018/19 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2018/19 - Single-Use - $110
    • Trust Distribution Minutes Library for 2019/20 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2019/20 - Single-Use - $121
    • Unit Trust - $149
    • Unit Trust - Add New Member Kit - $110
    • Webinar Recording - All About Family Trusts - $66
    • Webinar Recording - Are Family Trusts “Done” as an Asset Protection Tool? - $77
    • Webinar Recording - Asset Protection - Dealing with Risk in Hard Times - $77
    • Webinar Recording - Beneficiary Entitlements in Trusts - $77
    • Webinar Recording - Family Trust v Family Court - Not a marriage made in Heaven - $77
    • Webinar Recording - Fixing Family Trust Deeds - $77
    • Webinar Recording - Know Thy Business Structure - $77
    • Webinar Recording - Managing Trust UPEs - How to do it and potential tax exposures - $77
    • Webinar Recording - The Powers and Problems of Trustees - $77
    • Webinar Recording - The Pros and Cons of Unit Trusts - $77
    • Webinar Recording - The who, what, when & how of Family Trust Elections - $77
    • Webinar Recording - Trust Tax Issues and CGT Small Business Concessions - $77
    • Webinar Recording - Trusts - Asset Protection on Peptides - $77
    • Webinar Recording - Trusts Revisited - $77
    • Webinar Recording - Unit Trust v Family Trust - Which is Better for Investing? - $77
    • Webinar Recording - Untangling Discretionary Trusts – A Family Lawyer’s Perspective - $77
    • Webinar Recording - Winding Up Trusts and Tax Consequences - $77
  • Superannuation

    Superannuation

    • Acknowledgement of Trust (already own asset) - $165
    • Commercial Lease - $220
    • Declaration of Trust (before you buy) - $99
    • Derivative Risk Statement for SMSF - $65
    • Investment Strategy for Self Managed Super 15/16 - $65
    • Investment Strategy for Self Managed Super 16/17 - $65
    • Investment Strategy for Self Managed Super 17/18 - $65
    • Investment Strategy for Self Managed Super 18/19 - $65
    • Investment Strategy for Self Managed Super 19/20 - $65
    • Pension Pack for Self Managed Super - $299
    • Product Disclosure Statement (general) - $66
    • Product Disclosure Statement (Pension only) - $99
    • Self Managed Superannuation Fund Deed - $149
    • SMSF - Minute to Appoint Administrator - $33
    • SMSF - Minute to Appoint an Auditor - $33
    • SMSF - Minute to Approve Financial Statements - $33
    • SMSF - Minute to Approve Financial Statements 07/08 - $33
    • SMSF - Minute to Approve Financial Statements 08/09 - $33
    • SMSF - Minute to Approve Financial Statements 09/10 - $33
    • SMSF - Minute to Insure The Members - $33
    • SMSF - Update Rules - $165
    • SMSF Commercial Property Assessment - $415
    • SMSF Full Valuation - $585
    • SMSF Kerbside Assessment - $415
    • SMSF Limited Recourse Borrowing Arrangement - $220
    • Statutory Declaration - $0
    • Webinar Recording - Accountant Road Rules for Super - $77
    • Webinar Recording - How does the 2016 Budget affect SMSF Trustees? - $77
    • Webinar Recording - Investment Restrictions for Self Managed Superannuation Funds - $75
    • Webinar Recording - Pitfalls that SMSF Trustees should avoid - $77
    • Webinar Recording - SMSF End of Year Essentials - $77
    • Webinar Recording - SMSFs and Related Party Loans - $77
    • Webinar Recording - Superannuation: Current status of the proposed changes - $77
    • Webinar Recording - The Protected Super Myth’Conception - $77
    • Webinar Recording - Time to Address the SMSF Sleeper - Estate Planning within the fund - $77
    • Webinar Recording - Tips and Traps for Property Investment in your SMSF - $77
    • Webinar Recording - Understanding the 2017 Superannuation Changes - $77
  • Estate Planning

    Estate Planning

    • Buy Sell Agreement Company - $197
    • Capital Gains Tax Asset Register kit - $33
    • Codicil to change the Executor - $99
    • Confidentiality Agreement (Non Disclosure) - $99
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Enduring Power of Attorney - NSW - $55
    • Enduring Power of Attorney - SA - $55
    • Enduring Power of Attorney - WA - $55
    • Enduring Power of Attorney (Financial, Personal/Health) - QLD - $55
    • Enduring Power of Guardianship - NSW - $55
    • Enduring Power of Guardianship - WA - $55
    • Power Of Attorney By Company - $99
    • Webinar Recording - Estate Planning Basics for Professional Advisers - $77
    • Webinar Recording - Time to Address the SMSF Sleeper - Estate Planning within the fund - $77
    • Webinar Recording - When a Will is not Simple - $77
    • Will - Married or Defacto No Children - $77
    • Will - Married or Defacto with Children - $77
    • Will - Single No Children - $99
    • Will - Single With Children - $99
  • Commercial

    Commercial

    • Advanced Legal Health Check for Businesses - $18
    • Buy a House with Friends Agreement - $110
    • Commercial Lease - $220
    • Commercial Property Valuation Request - $0
    • Confidentiality Agreement (Non Disclosure) - $99
    • Co-Owners Agreement - $110
    • Dealing with Forgiven Debts (White Paper) - $55
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Debt Recovery Kit - Qld - $44
    • Declaration of Trust (before you buy) - $99
    • Demand and Statement of Claim for Debt - NSW - $88
    • Demand and Summons for Debt - VIC - $88
    • Demand and Summons for Debt - WA - $88
    • Div 7A Loan Agreement - $55
    • Div 7A Loan Agreement for UPE - $55
    • Forgiveness of Debt - $121
    • Loan Agreement (No Security) - $99
    • Release of Unpaid Trust Entitlement - $121
    • Statutory Declaration - $0
    • Terms of Trade (Non ROT) - $132
    • The new small business restructure roll-over rules in practice (White Paper) - $55
    • Webinar Recording - Avoiding Business Disputes - $77
    • Webinar Recording - Maximising your Business Value - $77
    • Webinar Recording - Navigating Small Business Restructure Roll-overs - $77
    • Webinar Recording - Small Business Tax and Financial Risks - $77
  • Employment

    Employment

    • Confidentiality Agreement (Non Disclosure) - $99
    • Employment - Conduct Issues Letter - $33
    • Employment - Employee Expenses Policy - $55
    • Employment - Performance Issues Letter - $33
    • Employment - Request for Medical Information - $33
    • Employment - Termination Letter - $33
    • Employment - Transferring Employee Letter - $33
    • Employment Contract - $99
    • Independent Contractors Agreement - $99
    • Partnership Deed - $220
    • Statutory Declaration - $0
    • Webinar Recording - Are you Ready for Bullying in the Workplace? - $66
    • Webinar Recording - Employee Engagement and Share Plans - $77
    • Webinar Recording - Employee v Contractor - $77
    • Webinar Recording - Social Media in the Workplace - $77
  • Company

    Company

    • Acknowledgement of Trust (already own asset) - $165
    • Adopt Committee Recommendations kit - $33
    • Appoint a Committee kit - $33
    • Appoint an Alternate Director kit - $33
    • Appoint Managing Director & Confer Powers kit - $33
    • Build a Company - $99
    • Build a Company (ELodgement) - $625
    • Buy a House with Friends Agreement - $110
    • Buy Sell Agreement Company - $197
    • Capital Gains Tax Asset Register kit - $33
    • Change Registered Office kit - $33
    • Commercial Lease - $220
    • Company Constitution Update - $99
    • Confidentiality Agreement (Non Disclosure) - $99
    • Co-Owners Agreement - $110
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Declaration of Trust (before you buy) - $99
    • Demand and Statement of Claim for Debt - NSW - $88
    • Demand and Summons for Debt - VIC - $88
    • Demand and Summons for Debt - WA - $88
    • Director‘s Indemnity Agreement - Compulsory Insurance - $197
    • Director‘s Indemnity Agreement - No Insurance - $197
    • Directors Conflict of Interest Kit - $44
    • Div 7A Loan Agreement - $55
    • Div 7A Loan Agreement for UPE - $55
    • Employment Contract - $99
    • Family Trust - Vesting - $249
    • Forgiveness of Debt - $121
    • Independent Contractors Agreement - $99
    • Loan Agreement (No Security) - $99
    • Minutes for Members to Inspect Books - $33
    • Minutes for Resigning Director - $33
    • Opening Minutes for the Unit Trust - $33
    • Partnership Deed - $220
    • Power Of Attorney By Company - $99
    • Release of Unpaid Trust Entitlement - $121
    • Remove a Managing Director kit - $33
    • Remove and Replace a Director kit - $44
    • Replace Company Secretary kit - $44
    • Self Managed Superannuation Fund Deed - $149
    • Statutory Declaration - $0
    • Terms of Trade (Non ROT) - $132
    • Transfer of Shares Kit - $0
    • Unit Trust - $149
    • Unit Trust - Add New Member Kit - $110
    • Webinar Recording - Companies - Things you should know, but probably don’t! - $77
    • Webinar Recording - Know Thy Business Structure - $77
    • Webinar Recording - Private Company Cash - Division 7A Complications for Professional Advisors - $77
    • Webinar Recording - Year End Tax Planning - $77
  • Webinars

    Webinars

    • Webinar Recording - Accessing Company & Trust Documents in Family Law - $77
    • Webinar Recording - Accountant Road Rules for Super - $77
    • Webinar Recording - All About Family Trusts - $66
    • Webinar Recording - Are Family Trusts “Done” as an Asset Protection Tool? - $77
    • Webinar Recording - Are you Ready for Bullying in the Workplace? - $66
    • Webinar Recording - Asset Protection - Dealing with Risk in Hard Times - $77
    • Webinar Recording - Avoiding Business Disputes - $77
    • Webinar Recording - Beneficiary Entitlements in Trusts - $77
    • Webinar Recording - Companies - Things you should know, but probably don’t! - $77
    • Webinar Recording - Dealing with Divorce - An Accountant’s Perspective - $77
    • Webinar Recording - Dealing with Mistakes and Variations in Family Trust Deeds - $77
    • Webinar Recording - Demise of the Accountants’ Exemption - Walking the line, post 1 July 2016 - $77
    • Webinar Recording - Distributing Capital from Family Trusts - $77
    • Webinar Recording - Do Pre-Nups Work Anymore? - $77
    • Webinar Recording - Employee Engagement and Share Plans - $77
    • Webinar Recording - Employee v Contractor - $77
    • Webinar Recording - Estate Planning Basics for Professional Advisers - $77
    • Webinar Recording - Family Trust v Family Court - Not a marriage made in Heaven - $77
    • Webinar Recording - Fixing Family Trust Deeds - $77
    • Webinar Recording - How does the 2016 Budget affect SMSF Trustees? - $77
    • Webinar Recording - Investment Restrictions for Self Managed Superannuation Funds - $75
    • Webinar Recording - Know Thy Business Structure - $77
    • Webinar Recording - Managing Trust UPEs - How to do it and potential tax exposures - $77
    • Webinar Recording - Maximising your Business Value - $77
    • Webinar Recording - Navigating Small Business Restructure Roll-overs - $77
    • Webinar Recording - Pitfalls that SMSF Trustees should avoid - $77
    • Webinar Recording - Private Company Cash - Division 7A Complications for Professional Advisors - $77
    • Webinar Recording - Project Do It - ATO Amnesty Information Session - $0
    • Webinar Recording - Small Business Tax and Financial Risks - $77
    • Webinar Recording - SMSF End of Year Essentials - $77
    • Webinar Recording - SMSFs and Related Party Loans - $77
    • Webinar Recording - Social Media in the Workplace - $77
    • Webinar Recording - Stimulus measures and year-end tax planning for companies and trusts - $77
    • Webinar Recording - Superannuation: Current status of the proposed changes - $77
    • Webinar Recording - The Powers and Problems of Trustees - $77
    • Webinar Recording - The Pros and Cons of Unit Trusts - $77
    • Webinar Recording - The Protected Super Myth’Conception - $77
    • Webinar Recording - The who, what, when & how of Family Trust Elections - $77
    • Webinar Recording - Time to Address the SMSF Sleeper - Estate Planning within the fund - $77
    • Webinar Recording - Tips and Traps for Property Investment in your SMSF - $77
    • Webinar Recording - Trust Tax Issues and CGT Small Business Concessions - $77
    • Webinar Recording - Trusts - Asset Protection on Peptides - $77
    • Webinar Recording - Trusts Revisited - $77
    • Webinar Recording - Understanding the 2017 Superannuation Changes - $77
    • Webinar Recording - Unit Trust v Family Trust - Which is Better for Investing? - $77
    • Webinar Recording - Untangling Discretionary Trusts – A Family Lawyer’s Perspective - $77
    • Webinar Recording - When a Will is not Simple - $77
    • Webinar Recording - Winding Up Trusts and Tax Consequences - $77
    • Webinar Recording - Year End Tax Planning - $77
    • Webinar Recording - You’ve Been Served! - How to deal with a family law subpoena - $77
    • webinar20201125 - Webinar Test 2 - $88
  • All documents

    All documents

    • Acknowledgement of Trust (already own asset) - $165
    • Adopt Committee Recommendations kit - $33
    • Advanced Legal Health Check for Businesses - $18
    • Appoint a Committee kit - $33
    • Appoint an Alternate Director kit - $33
    • Appoint Managing Director & Confer Powers kit - $33
    • Build a Company - $99
    • Build a Company (ELodgement) - $625
    • Buy a House with Friends Agreement - $110
    • Buy Sell Agreement Company - $197
    • Capital Gains Tax Asset Register kit - $33
    • Change Appointor and/or Guardian of Family Trust - $110
    • Change of Name of Family Trust - $88
    • Change Registered Office kit - $33
    • Change Trustee of Family Trust - $110
    • Codicil to change the Executor - $99
    • Commercial Lease - $220
    • Commercial Property Valuation Request - $0
    • Company Constitution Update - $99
    • Confidentiality Agreement (Non Disclosure) - $99
    • Co-Owners Agreement - $110
    • Dealing with Forgiven Debts (White Paper) - $55
    • Debt Recognition (including pre-Div 7A Loans) - $33
    • Debt Recovery Kit - Qld - $44
    • Declaration of Trust (before you buy) - $99
    • Demand and Statement of Claim for Debt - NSW - $88
    • Demand and Summons for Debt - VIC - $88
    • Demand and Summons for Debt - WA - $88
    • Derivative Risk Statement for SMSF - $65
    • Director‘s Indemnity Agreement - Compulsory Insurance - $197
    • Director‘s Indemnity Agreement - No Insurance - $197
    • Directors Conflict of Interest Kit - $44
    • Disclaimer - Email - $55
    • Div 7A Loan Agreement - $55
    • Div 7A Loan Agreement for UPE - $55
    • Employment - Conduct Issues Letter - $33
    • Employment - Employee Expenses Policy - $55
    • Employment - Performance Issues Letter - $33
    • Employment - Request for Medical Information - $33
    • Employment - Termination Letter - $33
    • Employment - Transferring Employee Letter - $33
    • Employment Contract - $99
    • Enduring Power of Attorney - NSW - $55
    • Enduring Power of Attorney - SA - $55
    • Enduring Power of Attorney - WA - $55
    • Enduring Power of Attorney (Financial, Personal/Health) - QLD - $55
    • Enduring Power of Guardianship - NSW - $55
    • Enduring Power of Guardianship - WA - $55
    • Family Trust - $165
    • Family Trust - Streaming & Bamford Update - $165
    • Family Trust - Update to Allow Change of Appointor and Guardian - $165
    • Family Trust - Update to allow Sole Trustee - $55
    • Family Trust - Update to Exclude Foreign Persons (NSW) - $198
    • Family Trust - Vesting - $249
    • Forgiveness of Debt - $121
    • Independent Contractors Agreement - $99
    • Investment Strategy for Self Managed Super 15/16 - $65
    • Investment Strategy for Self Managed Super 16/17 - $65
    • Investment Strategy for Self Managed Super 17/18 - $65
    • Investment Strategy for Self Managed Super 18/19 - $65
    • Investment Strategy for Self Managed Super 19/20 - $65
    • Loan Agreement (No Security) - $99
    • Minutes for Members to Inspect Books - $33
    • Minutes for Resigning Director - $33
    • Opening Minutes for the Unit Trust - $33
    • Partnership Deed - $220
    • Pension Pack for Self Managed Super - $299
    • Power Of Attorney By Company - $99
    • Product Disclosure Statement (general) - $66
    • Product Disclosure Statement (Pension only) - $99
    • Release of Unpaid Trust Entitlement - $121
    • Remove a Managing Director kit - $33
    • Remove and Replace a Director kit - $44
    • Replace Company Secretary kit - $44
    • Self Managed Superannuation Fund Deed - $149
    • SMSF - Minute to Appoint Administrator - $33
    • SMSF - Minute to Appoint an Auditor - $33
    • SMSF - Minute to Approve Financial Statements - $33
    • SMSF - Minute to Approve Financial Statements 07/08 - $33
    • SMSF - Minute to Approve Financial Statements 08/09 - $33
    • SMSF - Minute to Approve Financial Statements 09/10 - $33
    • SMSF - Minute to Insure The Members - $33
    • SMSF - Update Rules - $165
    • SMSF Commercial Property Assessment - $415
    • SMSF Full Valuation - $585
    • SMSF Kerbside Assessment - $415
    • SMSF Limited Recourse Borrowing Arrangement - $220
    • SMSF Subscription - $99
    • Statutory Declaration - $0
    • Terms of Trade (Non ROT) - $132
    • The new small business restructure roll-over rules in practice (White Paper) - $55
    • Transfer of Shares Kit - $0
    • Trust Distribution Minutes Library for 2008/09 - $99
    • Trust Distribution Minutes Library for 2009/10 - $99
    • Trust Distribution Minutes Library for 2010/11 - $99
    • Trust Distribution Minutes Library for 2011/12 - $99
    • Trust Distribution Minutes Library for 2012/13 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2012/13 - Single-Use - $110
    • Trust Distribution Minutes Library for 2013/14 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2013/14 - Single-Use - $110
    • Trust Distribution Minutes Library for 2014/15 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2014/15 - Single-Use - $110
    • Trust Distribution Minutes Library for 2015/16 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2015/16 - Single-Use - $110
    • Trust Distribution Minutes Library for 2016/17 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2016/17 - Single-Use - $110
    • Trust Distribution Minutes Library for 2017/18 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2017/18 - Single-Use - $110
    • Trust Distribution Minutes Library for 2018/19 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2018/19 - Single-Use - $110
    • Trust Distribution Minutes Library for 2019/20 - Multi-Use - $350
    • Trust Distribution Minutes Library for 2019/20 - Single-Use - $121
    • Unit Trust - $149
    • Unit Trust - Add New Member Kit - $110
    • Webinar Recording - Accessing Company & Trust Documents in Family Law - $77
    • Webinar Recording - Accountant Road Rules for Super - $77
    • Webinar Recording - All About Family Trusts - $66
    • Webinar Recording - Are Family Trusts “Done” as an Asset Protection Tool? - $77
    • Webinar Recording - Are you Ready for Bullying in the Workplace? - $66
    • Webinar Recording - Asset Protection - Dealing with Risk in Hard Times - $77
    • Webinar Recording - Avoiding Business Disputes - $77
    • Webinar Recording - Beneficiary Entitlements in Trusts - $77
    • Webinar Recording - Companies - Things you should know, but probably don’t! - $77
    • Webinar Recording - Dealing with Divorce - An Accountant’s Perspective - $77
    • Webinar Recording - Dealing with Mistakes and Variations in Family Trust Deeds - $77
    • Webinar Recording - Demise of the Accountants’ Exemption - Walking the line, post 1 July 2016 - $77
    • Webinar Recording - Distributing Capital from Family Trusts - $77
    • Webinar Recording - Do Pre-Nups Work Anymore? - $77
    • Webinar Recording - Employee Engagement and Share Plans - $77
    • Webinar Recording - Employee v Contractor - $77
    • Webinar Recording - Estate Planning Basics for Professional Advisers - $77
    • Webinar Recording - Family Trust v Family Court - Not a marriage made in Heaven - $77
    • Webinar Recording - Fixing Family Trust Deeds - $77
    • Webinar Recording - How does the 2016 Budget affect SMSF Trustees? - $77
    • Webinar Recording - Investment Restrictions for Self Managed Superannuation Funds - $75
    • Webinar Recording - Know Thy Business Structure - $77
    • Webinar Recording - Managing Trust UPEs - How to do it and potential tax exposures - $77
    • Webinar Recording - Maximising your Business Value - $77
    • Webinar Recording - Navigating Small Business Restructure Roll-overs - $77
    • Webinar Recording - Pitfalls that SMSF Trustees should avoid - $77
    • Webinar Recording - Private Company Cash - Division 7A Complications for Professional Advisors - $77
    • Webinar Recording - Project Do It - ATO Amnesty Information Session - $0
    • Webinar Recording - Small Business Tax and Financial Risks - $77
    • Webinar Recording - SMSF End of Year Essentials - $77
    • Webinar Recording - SMSFs and Related Party Loans - $77
    • Webinar Recording - Social Media in the Workplace - $77
    • Webinar Recording - Stimulus measures and year-end tax planning for companies and trusts - $77
    • Webinar Recording - Superannuation: Current status of the proposed changes - $77
    • Webinar Recording - The Powers and Problems of Trustees - $77
    • Webinar Recording - The Pros and Cons of Unit Trusts - $77
    • Webinar Recording - The Protected Super Myth’Conception - $77
    • Webinar Recording - The who, what, when & how of Family Trust Elections - $77
    • Webinar Recording - Time to Address the SMSF Sleeper - Estate Planning within the fund - $77
    • Webinar Recording - Tips and Traps for Property Investment in your SMSF - $77
    • Webinar Recording - Trust Tax Issues and CGT Small Business Concessions - $77
    • Webinar Recording - Trusts - Asset Protection on Peptides - $77
    • Webinar Recording - Trusts Revisited - $77
    • Webinar Recording - Understanding the 2017 Superannuation Changes - $77
    • Webinar Recording - Unit Trust v Family Trust - Which is Better for Investing? - $77
    • Webinar Recording - Untangling Discretionary Trusts – A Family Lawyer’s Perspective - $77
    • Webinar Recording - When a Will is not Simple - $77
    • Webinar Recording - Winding Up Trusts and Tax Consequences - $77
    • Webinar Recording - Year End Tax Planning - $77
    • Webinar Recording - You’ve Been Served! - How to deal with a family law subpoena - $77
    • webinar20201125 - Webinar Test 2 - $88
    • Website Terms And Conditions - $99
    • Will - Married or Defacto No Children - $77
    • Will - Married or Defacto with Children - $77
    • Will - Single No Children - $99
    • Will - Single With Children - $99
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Change Trustee of Family Trust

Change Trustee of Family Trust

Price ($AUD): $110
Platinum Price ($AUD): $99 [?]

Estimated Time to Build: 5 - 10 Minutes
Jurisdiction: Australia Wide

Start Building Now
  • Overview
  • Checklist
  • Sample
  • Legal Tutor
  • Author
  • What is the purpose of this document?

    The purpose of this document is to formally change the Trustee of your Family Trust.

    You can use this document if your Trust Deed has a position of an Appointor and gives the Appointor the power to appoint any additional Trustees or to appoint a new Trustee in the place of any Trustee that resigns. You can also use this document to retire a Trustee from your Trust if required by the terms of your Trust Deed.

    The valid appointment of a Trustee is crucial to the operation of a trust. Remember, the Trustee is the legal owner of the trust property. The Trustee must deal with the trust property according to the terms of the Trust Deed. They are also under strict statutory obligations.

    Note: Each State has specific legislation which says that a Family Trust that was set up with two or more Trustees cannot later be changed to have less than two human Trustees, unless the Trust Deed specifically allows so.

    Therefore if your Trust Deed:
    • expressly says that you cannot vary the Family Trust to have less than two human Trustees; or
    • is silent on the matter,

    go here and build this document: Family Trust - Update to allow Sole Trustee

  • Checklist is not available for this document.

  • Sample is not available for this document.

    • Number of Trustees after Update
      • What is the purpose of this document?
      • What do I need to complete this document?
      • What about stamp duty and registration of the Change of Trustee?
      One Trustee
      • What is the purpose of this document?
      • What do I need to complete this document?
      Sole Trustee
      • What is the purpose of this document?
      • What do I need to complete this document?
      Trust Details
      • What is the purpose of this document?
      • What do I need to complete this document?
      Date of Family Trust Deed
      • What is the purpose of this document?
      • What do I need to complete this document?
      Trust Amendments
      • How do I know if the Trust has been amended before?
      • How do I know if the Trustee has changed?
      Amendment Dates
      • How do I know if the Trust has been amended before?
      • How do I know if the Trustee has changed?
      Current Trustee Details
      • What are the Trustee’s details?
      • What if one of the parties is dead? How do they sign?
      Resigning Trustee
      • What are the Resigning Trustee‘s details?
      • What if one of the parties is dead? How do they sign?
      Continuing Trustee
      • What are the Continuing Trustee's details?
      • What if one of the parties is dead? How do they sign?
      New Trustee
      • A Human or a Company as Trustee?
      • Who should be the new Trustee?
      • What if one of the parties is dead? How do they sign?
      Appointor Details
      • What is an Appointor?
      • What are the Appointor's details?
      • What if one of the parties is dead? How do they sign?
      Jurisdiction
      • What is the purpose of this document?
      • What do I need to complete this document?

      Number of Trustees after Update

      • What is the purpose of this document?

        You have a Family Trust (sometimes called a Discretionary Trust or Family Discretionary Trust). Though the “beneficiaries” of the Family Trust have a beneficial or equitable interest in the assets, the Trustee is the legal owner of the assets and looks after them on behalf of the beneficiaries).

        The Trustee has many obligations imposed by the law in dealing with the trust property.

        It is important that the old Trustees are properly dismissed and the new Trustees are correctly appointed. It is crucial to the operation of the trust that the Trustee is validly appointed and is the right person for the job.

        This hint is provided by Law Central Legal.


        #

      • What do I need to complete this document?

        To start with you need to have your original Trust Deed and any other variations to the Trust Deed.

        Find your Trust Deed and search for answers to the following questions:

        1. What is the name of the Trust?
        2. Who is the Appointor of the Trust?
        3. When was the Trust Deed signed? (i.e. what is the date of the Trust Deed?)
        4. Has the Trust Deed been amended? If so, on what dates?

        All these answers should be in your Trust Deed.

        The name of the Trust and the date it was signed is generally on the front of the Trust. If not it may be on the last page where the signing clauses are.

        5. Who is the Trustee(s) leaving? (if any)
        6. Who will be the Trustee(s) staying? (if any)
        7. Who will be the new Trustee(s)? (if any)

        This hint is provided by Law Central Legal.


        #

      • What about stamp duty and registration of the Change of Trustee?

        Stamp duty laws vary between the states and territories.

        We recommend you seek legal advice on whether a change in trustee will trigger potential stamp duty issues, particularly if the trustee holds dutiable property in the ACT or NSW.

        In NSW and the ACT, a new trustee is not appointed until such time as the Deed of Appointment / Change of Trustee is registered with the Registrar-General (unless the Family Trust Deed specifically states that registration is not required for an effective appointment and that the trust fund will vest in the new trustee without registration). If you are unclear on this issue, please seek legal advice.

        This hint is provided by Law Central Legal.


        #

      One Trustee

      • What is the purpose of this document?

        You have a Family Trust (sometimes called a Discretionary Trust or Family Discretionary Trust). Though the “beneficiaries” of the Family Trust have a beneficial or equitable interest in the assets, the Trustee is the legal owner of the assets and looks after them on behalf of the beneficiaries).

        The Trustee has many obligations imposed by the law in dealing with the trust property.

        It is important that the old Trustees are properly dismissed and the new Trustees are correctly appointed. It is crucial to the operation of the trust that the Trustee is validly appointed and is the right person for the job.

        This hint is provided by Law Central Legal.


        #

      • What do I need to complete this document?

        To start with you need to have your original Trust Deed and any other variations to the Trust Deed.

        Find your Trust Deed and search for answers to the following questions:

        1. What is the name of the Trust?
        2. Who is the Appointor of the Trust?
        3. When was the Trust Deed signed? (i.e. what is the date of the Trust Deed?)
        4. Has the Trust Deed been amended? If so, on what dates?

        All these answers should be in your Trust Deed.

        The name of the Trust and the date it was signed is generally on the front of the Trust. If not it may be on the last page where the signing clauses are.

        5. Who is the Trustee(s) leaving? (if any)
        6. Who will be the Trustee(s) staying? (if any)
        7. Who will be the new Trustee(s)? (if any)

        This hint is provided by Law Central Legal.


        #

      Sole Trustee

      • What is the purpose of this document?

        You have a Family Trust (sometimes called a Discretionary Trust or Family Discretionary Trust). Though the “beneficiaries” of the Family Trust have a beneficial or equitable interest in the assets, the Trustee is the legal owner of the assets and looks after them on behalf of the beneficiaries).

        The Trustee has many obligations imposed by the law in dealing with the trust property.

        It is important that the old Trustees are properly dismissed and the new Trustees are correctly appointed. It is crucial to the operation of the trust that the Trustee is validly appointed and is the right person for the job.

        This hint is provided by Law Central Legal.


        #

      • What do I need to complete this document?

        To start with you need to have your original Trust Deed and any other variations to the Trust Deed.

        Find your Trust Deed and search for answers to the following questions:

        1. What is the name of the Trust?
        2. Who is the Appointor of the Trust?
        3. When was the Trust Deed signed? (i.e. what is the date of the Trust Deed?)
        4. Has the Trust Deed been amended? If so, on what dates?

        All these answers should be in your Trust Deed.

        The name of the Trust and the date it was signed is generally on the front of the Trust. If not it may be on the last page where the signing clauses are.

        5. Who is the Trustee(s) leaving? (if any)
        6. Who will be the Trustee(s) staying? (if any)
        7. Who will be the new Trustee(s)? (if any)

        This hint is provided by Law Central Legal.


        #

      Trust Details

      • What is the purpose of this document?

        You have a Family Trust (sometimes called a Discretionary Trust or Family Discretionary Trust). Though the “beneficiaries” of the Family Trust have a beneficial or equitable interest in the assets, the Trustee is the legal owner of the assets and looks after them on behalf of the beneficiaries).

        The Trustee has many obligations imposed by the law in dealing with the trust property.

        It is important that the old Trustees are properly dismissed and the new Trustees are correctly appointed. It is crucial to the operation of the trust that the Trustee is validly appointed and is the right person for the job.

        This hint is provided by Law Central Legal.


        #

      • What do I need to complete this document?

        To start with you need to have your original Trust Deed and any other variations to the Trust Deed.

        Get out your Trust Deed and hunt down the answers to these questions:

        1. What is the name of the Trust?
        2. Who is the Appointor of the Trust?
        3. When was the Trust signed? (What is the date of the Trust Deed?)
        4. Has the Trust Deed been amended? If so, on what dates?

        All these answers should be in your Trust Deed.

        The name of the Trust and the date it was signed is generally on the front of the Trust. If not it may be on the last page where the signing clauses are.

        5. Who is the Trustee leaving?
        6. Who will be the new Trustee?
        7. Are there any Trustees who will be continuing in their role as Trustee (Remaining Trustees)?

        This hint is provided by Law Central Legal.


        #

      Date of Family Trust Deed

      • What is the purpose of this document?

        You have a Family Trust (sometimes called a Discretionary Trust or Family Discretionary Trust). Though the “beneficiaries” of the Family Trust have a beneficial or equitable interest in the assets, the Trustee is the legal owner of the assets and looks after them on behalf of the beneficiaries).

        The Trustee has many obligations imposed by the law in dealing with the trust property.

        It is important that the old Trustees are properly dismissed and the new Trustees are correctly appointed. It is crucial to the operation of the trust that the Trustee is validly appointed and is the right person for the job.

        This hint is provided by Law Central Legal.


        #

      • What do I need to complete this document?

        To start with you need to have your original Trust Deed and any other variations to the Trust Deed.

        Get out your Trust Deed and hunt down the answers to these questions:

        1. What is the name of the Trust?
        2. Who is the Appointor of the Trust?
        3. When was the Trust signed? (What is the date of the Trust Deed?)
        4. Has the Trust Deed been amended? If so, on what dates?

        All these answers should be in your Trust Deed.

        The name of the Trust and the date it was signed is generally on the front of the Trust. If not it may be on the last page where the signing clauses are.

        5. Who is the Trustee leaving?
        6. Who will be the new Trustee?
        7. Are there any Trustees who will be continuing in their role as Trustee (Remaining Trustees)?

        This hint is provided by Law Central Legal.


        #

      Trust Amendments

      • How do I know if the Trust has been amended before?

        Generally, you will have another document that says "Deed of Amendment" or "Deed of Variation". You need to note all variations that have been made to the Trust Deed. If you are not sure, you may need to seek legal advice.

        This hint is provided by Law Central Legal.


        #

      • How do I know if the Trustee has changed?

        Have a look at your Trust Deed and your Deed of Variation. If the Trustee of the Deed of Variation is different to the Trustee of the original Trust Deed, the Trustees may have changed. Sometimes the Trustee is updated by Minutes. If you are unsure, check with your accountant or lawyer.

        This hint is provided by Law Central Legal.


        #

      Amendment Dates

      • How do I know if the Trust has been amended before?

        Generally, you will have another document that says "Deed of Amendment" or "Deed of Variation". You need to note all variations that have been made to the Trust Deed. If you are not sure, you may need to seek legal advice.

        This hint is provided by Law Central Legal.


        #

      • How do I know if the Trustee has changed?

        Have a look at your Trust Deed and your Deed of Variation. If the Trustee of the Deed of Variation is different to the Trustee of the original Trust Deed, the Trustees may have changed. Sometimes the Trustee is updated by Minutes. If you are unsure, check with your accountant or lawyer.

        This hint is provided by Law Central Legal.


        #

      Current Trustee Details

      • What are the Trustee’s details?

        insert the Trustee’s first name into the First Name field, the Trustee’s middle name into the Middle Name field and the Trustee’s surname into the Last Name field.

        (Eg: Fred John Smith)

        If the Trustee is a Company: insert the name of the Company into the Company Name field.

        Insert the ACN (Australian Company Number) into the ACN field.

        (Eg: “Olympus Pty Ltd ACN 123 456 789”)

        This hint is provided by Law Central Legal.


        #

      • What if one of the parties is dead? How do they sign?

        This is not a problem. Where the person has died, the executor or the person administering the estate signs in their signing clause as follows “signature [print name] on behalf of the deceased”.

        This hint is provided by Law Central Legal.


        #

      Resigning Trustee

      • What are the Resigning Trustee‘s details?

        insert the Resigning Trustee’s first name into the First Name field, the Resigning Trustee’s middle name into the Middle Name field and the Resigning Trustee’s surname into the Last Name field.

        (Eg: Fred John Smith)

        If the Resigning Trustee is a Company: insert the name of the Company into the Company Name field.

        Insert the ACN (Australian Company Number) into the ACN field.

        (Eg: “Olympus Pty Ltd ACN 123 456 789”)

        This hint is provided by Law Central Legal.


        #

      • What if one of the parties is dead? How do they sign?

        This is not a problem. Where the person has died, the executor or the person administering the estate signs in their signing clause as follows “signature [print name] on behalf of the deceased”.

        This hint is provided by Law Central Legal.


        #

      Continuing Trustee

      • What are the Continuing Trustee's details?

        If the Continuing Trustee is Human: insert the Continuing Trustee's first name into the First Name field, the Continuing Trustee's middle name into the Middle Name field and the Continuing Trustee's surname into the Last Name field.

        (Eg: Fred John Smith)

        If the Continuing Trustee is a Company: insert the name of the Company into the Company Name field. Insert the ACN (Australian Company Number) into the ACN field.

        This hint is provided by Law Central Legal.


        #

      • What if one of the parties is dead? How do they sign?

        This is not a problem. Where the person has died, the executor or the person administering the estate signs in their signing clause as follows "signature [print name] on behalf of the deceased".

        This hint is provided by Law Central Legal.


        #

      New Trustee

      • A Human or a Company as Trustee?

        You can have a Human Trustee or a Company Trustee. Or you can have both at the same time. You can nominate (i) yourself (ii) yourself and your spouse, or (iii) your company, as Trustee. You could nominate yourself and your company as Trustee - but why would you bother?

        What is the Trustee’s job? The Trustee holds the trust assets. The Trustee holds these assets in its own name – but only as Trustee. The Trustee only holds these assets as mere legal owner – not as beneficial owner. The Trustee holds these assets for the benefit of the beneficiaries.

        The Trustee also deals with the day-to-day running of the Trust for the benefit of the beneficiaries. The Trustee consults with the Appointor or Guardian concerning the distributions to the beneficiaries each year. The Appointor can appoint or sack the Trustee at any time. This is because, usually, the Appointor controls the Trustee and the Trust. You can be both the Appointor and the Trustee.

        If the Trustee is Human: insert the Trustee’s first name into the First Name field, the Trustee’s middle name into the Middle Name field and the Trustee’s surname into the Last Name field.

        (Eg: Fred John Smith)

        If the Trustee is a Company: insert the name of the Company into the Company Name field.

        Insert the ACN (Australian Company Number) into the ACN field.

        (Eg: “Olympus Pty Ltd ACN 123 456 789”)

        This hint is provided by Law Central Legal.


        #

      • Who should be the new Trustee?

        A trustee can be either a company or one or more persons. The decision as to who will be the trustee is important. However, it depends on the purpose of the Trust, and the activities of the Trust. It also depends on the Trust Deed itself.

        For instance, some Trust Deeds have provisions to protect the trustee. If the trustee incurs a liability while acting honestly and in the best interests of the beneficiaries, the trustee may be indemnified from such liability. However, if the trust assets do not cover the liability, the trustee may be liable to cover the shortfall. Here the importance of a corporate or individual trustee comes in. If the trustee is an individual then this short fall may expose the trustee’s personal assets.

        Further, if there is no indemnity provision in the Trust Deed, the trustee will be personally liable for any debts the trustee incurs whilst acting as a trustee. This liability extends to the directors of a corporate trustee.

        Finally, the Trust Deed itself must be examined to determine who can be the new trustee. The Trust Deed may impose certain restrictions such as; the trustee cannot be a beneficiary of the trust, or may require the trustee to hold certain qualifications. If these conditions are not met, then any appointment of the new trustee may be deemed invalid.

        This hint is provided by Law Central Legal.


        #

      • What if one of the parties is dead? How do they sign?

        This is not a problem. Where the person has died, the executor or the person administering the estate signs in their signing clause as follows “signature [print name] on behalf of the deceased”.

        This hint is provided by Law Central Legal.


        #

      Appointor Details

      • What is an Appointor?

        This is the person or entity named in the Trust Deed whose permission is required to vary the Trust Deed. In particular, the Appointor is the person or persons with the power to remove and appoint the Trustee.

        It is common for the Appointor of a Family Trust to be one or both parents.

        This hint is provided by Law Central Legal.


        #

      • What are the Appointor's details?

        If the Appointor is Human: insert the Appointor's first name into the First Name field, the Appointor's middle name into the Middle Name field and the Appointor's surname into the Last Name field.

        (Eg: Fred John Smith)

        This hint is provided by Law Central Legal.


        #

      • What if one of the parties is dead? How do they sign?

        This is not a problem. Where the person has died, the executor or the person administering the estate signs in their signing clause as follows "signature [print name] on behalf of the deceased".

        This hint is provided by Law Central Legal.


        #

      Jurisdiction

      • What is the purpose of this document?

        You have a Family Trust (sometimes called a Discretionary Trust or Family Discretionary Trust). Though the “beneficiaries” of the Family Trust have a beneficial or equitable interest in the assets, the Trustee is the legal owner of the assets and looks after them on behalf of the beneficiaries).

        The Trustee has many obligations imposed by the law in dealing with the trust property.

        It is important that the old Trustees are properly dismissed and the new Trustees are correctly appointed. It is crucial to the operation of the trust that the Trustee is validly appointed and is the right person for the job.

        This hint is provided by Law Central Legal.


        #

      • What do I need to complete this document?

        To start with you need to have your original Trust Deed and any other variations to the Trust Deed.

        Find your Trust Deed and search for answers to the following questions:

        1. What is the name of the Trust?
        2. Who is the Appointor of the Trust?
        3. When was the Trust Deed signed? (i.e. what is the date of the Trust Deed?)
        4. Has the Trust Deed been amended? If so, on what dates?

        All these answers should be in your Trust Deed.

        The name of the Trust and the date it was signed is generally on the front of the Trust. If not it may be on the last page where the signing clauses are.

        5. Who is the Trustee(s) leaving? (if any)
        6. Who will be the Trustee(s) staying? (if any)
        7. Who will be the new Trustee(s)? (if any)

        This hint is provided by Law Central Legal.


        #

  • This document has been prepared by the law practice Law Central Legal

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