Prenups and Binding Financial Agreements
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Special Disability Trust Deed

The purpose of a Special Disability Trust is to assist carers and immediate family members to make private financial provision for the care and accommodation needs of a family member with severe disability and receive means test concessions.  It...

Minutes of Meeting - Special Resolution - Financial Assistance

This special resolution is used when members have agreed to financially assist (loan) a member or investor to acquire shares in the company and the company has the money to afford it. When gaining financial assistance, the company must receive sha...

Will with Testamentary Trust

Whether or not you have a partner or spouse at this point in your life, if you have any assets, even just a bank account and superannuation, you should have a Will in place so that someone can manage what you do have in the event that you pass away....

Simple SMSF Binding Death Benefit Nomination

A Binding Death Benefit Nomination Form (BDBN Form) is the document you use to direct your Self-Managed Superannuation Fund (SMSF) to pay any funds to your estate to be dispersed in accordance with your Will, or pay to a specific person or pay the fu...

Standard Will for Couples – All to Spouse, then to Children

Whether or not you have many assets, if you have a bank account and perhaps a small amount of superannuation, you are better off having a Will in place so that someone can manage what you do have in the event that you pass away. You must be over 18...

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