Estate Planning Solutions

Adviser Facilitated Estate Planning Order now
Astute Wheel Estate Planning Order now
Free Review Order now
Superannuation Benefits Order now
Trust Control Succession Order now
1-2-3 Estate Planning Order now
3-2-1 Estate Planning Order now
Grant of Probate Order now

Beneficiary Solutions

Deed of Gift Order now
Deed of Assignment Order now
Loan Agreement Order now
Trust Vesting Order now

Business Owner Solutions

Buy and sell deed Order now
Property co-ownership agreement Order now
Referral agreement Order now
Shareholders Agreement Order now
Shareholders and Unitholders Agreement Order now
Stakeholders Agreement Order now
Superannuation instalment trust Order now
Fact find – Comprehensive Solution Order now
Fact find – Concierge Solution Order now

Corporate Solutions

Agency Agreement Order now
Changes of Officeholders Order now
Company Power of Attorney Order now
Confidentiality Deed Order now
Offset Agreement Order now
Service Agreement Order now
Share Transfer Order now
Unit Transfer Order now

Division 7A solutions

7 Year Division 7A Loan Agreement Order now
7 Year Investment Agreement Order now
10 Year Investment Agreement Order now
25 Year Division 7A Loan Agreement Order now
Refinancing a 7 Year Division 7A Agreement to a 25 Year Agreement Order now

Entity Solutions

Change of Name of Trust Order now
Change of Trustee (Discretionary Trust) Order now
Change of Trustee (SMSF) Order now
Change of Trustee (Unit Trust) Order now
Company registration Order now
Constitution Update (standard company) Order now
Constitution Update (special purpose) Order now
Discretionary Trust Order now
Capital Reserved Lineal Descendant Discretionary Trust Order now
Fully Reserved Lineal Descendant Discretionary Trust Order now
SMSF Establishment Order now
SMSF Deed of Variation Order now
Special Disability Trust Solution Order now
Unit Trust (non-fixed) Order now
Unit Trust (fixed) Order now
Unit Trust (hybrid) Order now
Unit Trust (NSW Land Tax) Order now

Trust Update Solutions

Discretionary Trust Deed Update Order now
Fixed Trust Deed Update Order now

 

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