We have a number of excellent resources covering many areas of law. This is our ‘one stop shop’ for all of our downloadable content. If you follow the links below and scroll to the bottom of each page, you will be able to download a full PDF of each resource.
Booklets
We would be more than happy to send you physical copies of our booklets. Please call us on 1300 654 590 or email us.
Controlling a Family Trust When You Die
- Chapter 1 – Who controls your family trust?
- Chapter 2 – How do you give ‘fixed percentages’ to your children?
- Chapter 3 – Distributing assets from the trust on your death
- Chapter 4 – Putting in place a ‘control structure’
Private Ancillary Funds (PAFs)
- Chapter 1 – Giving back to the community
- Chapter 2 – Brief history
- Chapter 3 – An overview of ancillary funds
- Chapter 4 – What is a PAF?
- Chapter 5 – Who can be a trustee of the PAF?
- Chapter 6 – How are PAFs regulated?
- Chapter 7 – What are the audit requirements for a PAF?
- Chapter 8 – Governance
- Chapter 9 – Winding up a PAF
- Chapter 10 – Common questions about PAFs
- Chapter 11 – Are they a good option for you?
- Chapter 12 – Overview of a PAF
What To Do When Someone Dies
- Chapter 1 – What to do within hours
- Chapter 2 – What to do within days
- Chapter 3 – What to do within weeks
- Chapter 4 – What to do within months
- Chapter 5 – Further information
Special Disability Trusts
- Chapter 1 – What is an SDT?
- Chapter 2 – What are the requirements of an SDT?
- Chapter 3 – What can an SDT pay for?
- Chapter 4 – What are the eligibility criteria of an intended beneficiary?
- Chapter 5 – Do you need medical reports confirming the disability?
- Chapter 6 – What are the advantages of an SDT?
- Chapter 7 – What is the effect of the gifting concession?
- Chapter 8 – What is the effect of the assets test assessment exemption?
- Chapter 9 – Are there beneficial taxation consequences?
- Chapter 10 – What are the administrative requirements of an SDT?
- Chapter 11 – Are there investment restrictions on an SDT?
- Chapter 12 – What are the ongoing obligations of an SDT?
- Chapter 13 – Summary
Buying Property in NSW
- Chapter 1 – Introduction
- Chapter 2 – Ownership
- Chapter 3 – Sale types
- Chapter 4 – Due diligence
- Chapter 5 – Negotiations
- Chapter 6 – Exchange
- Chapter 7 – Settlement
Solution Briefs
Commercial Company
- Constitutions
- Corporate Governance – Members, Boards & Managers
- Tenancy-in-common property ownership disputes
- Raising Money in Australia
- ‘Hybrid Securities’
- ‘Terms of Supply’ and the PPSA regime
Conveyancing
Deceased Estates
South Australia
Estate Planning
General
- Enduring Powers
- Company Powers of Attorney
- How effective is your Enduring Power of Attorney?
- ADLV Law acting as your General/Enduring Attorney
- Individual or Company Trustee? (SMSFs)
- Why you need to think about Estate Planning
- Education Testamentary Trusts
- Guardianship Plan Checklist
- Legal Capacity to make a Will and Enduring Power of Attorney
- Choosing your Executors and Trustees
- Phone Wills – The Process
- Mutual Wills
- Incorporating Testamentary Trusts into your Will
- Testamentary Trust Options
- Reviewing your Estate Planning
- Four Key Things to Consider Before You Start Your Estate Planning
- Trust Wills
South Australia
New South Wales
Victoria
Family Law
- How we communicate with you
- Binding Financial Agreement
- Binding Financial Agreements – What to expect
- Separation and your estate planning
Property Development
Super and Life
- Why you need to update your SMSF Deed
- Individual or Company Trustee? (SMSFs)
- Life Insurance and Super
- Making a Binding Death Benefit Nomination
- Single Member SMSFs
- Super and your estate planning
- Powers of attorney for SMSF members and trustees
- Self-Managed Superannuation Fund Investment Rules
- Super Death Benefit Nominations
- Why you need an enduring attorney for your SMSF
Trusts
Videos
Estate Planning
- The Importance of Estate Planning
- Wills
- Challenges to a Will
- Financial Decision Making and Medical & Lifestyle Decision Making
- Estate Administration
- Superannuation