Succession Strategy
Free Legal Guides (ALL)

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. Any documents you favourite by clicking on the heart, will be saved in your Dashboard (for premium users). Loved an article and want to connect with the Advisor who wrote it? Just search for them in the Advisors tab at the top of this page.


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Still, below you can have a random list with 5 of our Learning Centre articles.

Are prenups worth the paper they’re written on?

Pre-nups in Australia are created in a agreement called a Binding Financial Agreements (“BFA”) which can be used for both married and de facto couples during their relationship to document what they want to happen to their assets in the event that th...


Enduring Power of Attorney

The Powers of Attorney Act 2006 (Australian Capital Territory) provides that an enduring power of attorney made in another state or territory is recognised in the Australian Capital Territory.An Enduring Power of Attorney is used to deal primarily wi...


Cooling Off Period

You may be entitled to a five-business day cooling off period (unless the Property Occupations Act does not apply – there is a separate video about this in the portal).The cooling off period starts on the day you receive from the seller or the seller...


How do I direct my SMSF funds into my estate?

You can direct your SMSF into your estate by completed a Binding Death Benefit Nomination form which is very carefully worded to do this. This will ensure your death benefit is paid to your intended beneficiaries under the estate in accordance with...


What is the difference between Franchising and Licensing?

Many people tend to use the terms Franchising and Licensing interchangeably but they are quite different for several reasons. Often people think licensing has all the advantages of franchising but without the cost or regulation, but this is not corr...


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