Estate Planning Strategy
Create a Document (QLD)
Given the laws change from State to State, ensure the State noted above is where you need the document prepared for. You can choose the type of field of law you need help with on the left or if you know what you want, just use the search bar.
Enduring Power of Attorney (EPOA) - Short Form [QLD]
An Enduring Power of Attorney is a document which gives you the ability to appoint another person to make decisions for you when you are unable to make decisions for yourself. The Form 2 Short Form Enduring Power of Attorney is the document you would...
Enduring Power of Attorney (Long Form) [QLD]
An Enduring Power of Attorney is a document which gives you the ability to appoint another person to make decisions for you, if and when you are unable to make decisions for yourself. The Form 3 Long Form Enduring Power of Attorney is the document yo...
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...
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...
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