Succession Strategy
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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.
Why does the Franchisor want me to sign a General Security Agreement?
In franchising, you will find that it is standard practice for the franchise agreement to provide the Franchisor the right to register on the Personal Property Security Register which you can find at www.ppsr.gov.au. The security interest that will...
Advanced Health Directive
An Enduring Power of Attorney authorises a person to do anything in relation to financial matters or personal matters on behalf of another person, including health decisions, however an Advance Health Directive has priority over the Enduring Power of...
Can the Executor and Trustee be the same person?
The Executor and Trustee can be the same person as long as the selected person meets the independent legal capacity requirements to perform as executor and trustee. Appointing one person to facilitate both roles is a common practice or technique to...
The “C” or Conscientiousness Personality Style
People with the C style place an emphasis on working conscientiously within existing circumstances to ensure quality and accuracy. A person with a C style• is motivated by opportunities to gain knowledge, showing their expertise, and quality wor...
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...
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