This Solution Brief discusses the options for structuring a ‘property development’ venture The proposed enterprise This Solution Brief applies to an enterprise with the following characteristics: An intention to purchase, develop and sell a property for profit over...
Property is relatively easy to buy – and even easier to buy with a friend or family member. But if you haven't planned for when things go wrong, things can become very difficult. Buying property can be a very rewarding experience. Buying property with a friend,...
Our Occupancy Licence is a comprehensive yet highly versatile standard document. For example, parties can deal with rights over exclusive office spaces, multiple shared areas, and multiple car park areas all in the one document, whilst also dealing with rent, rent...
Your estate planning documents are the key to ensuring your estate is managed smoothly and in accordance with your wishes. This covers the time from when you may lose your mental capacity, to after your death when your estate passes to the people you have selected to...
Testamentary Trusts come in all shapes and sizes. From the very simple, to the super sophisticated. We discuss some of the more common options you may wish to consider for your Testamentary Trusts below. Beneficiary or ‘independent’ Trustees The ‘Trustee’ is the...
This Solution Brief discusses the top 8 reasons to incorporate testamentary trusts within your Will. Our comprehensive Will includes “testamentary trust” provisions and incorporates more sophisticated strategies, to help achieve the following outcomes: Wealth...
You die, your assets pass to your spouse. Your spouse then dies - and your spouse's new partner ends up with all your assets. What about your children? They miss out. Not what you intended? There is another way... ‘Mutual Wills’ Usually couples make ‘Mirror’ Wills,...
Phone Wills are another way to get your Estate Planning in order Step 1: Preliminary background, objectives and fees If you have been referred to us by a professional adviser or friend, they may have already provided us with some background information about you, and...
This Solution Brief discusses the key considerations for choosing the Executors and Trustees for your Will. Your Executors are the people who will take care of your wealth after you have died. Their tasks include locating your Will, finding out what assets and...
It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/donor possesses the requisite testamentary capacity. It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/ donor possesses the...
A Guardianship Plan is a written record that you prepare as parents, detailing what you want for your child if both (or either) parent dies or can no longer perform their role as parent or guardian. Background The aim of your Guardianship Plan is to provide a set of...
An Education Testamentary Trust can be set up through your Will to fund all or part of the cost of primary, secondary and/or tertiary education for your children or grandchildren (or other dependants or relatives). How is it funded? In order to set up such a trust,...
How do I ensure that the assets in our “family trust” end up being shared among my children in a fair and appropriate manner? How do I pass control of my trust to the next generation, or control over specific assets? What are the tax consequences of passing on trust...
Your Estate Planning is not something to be taken lightly. Take a few minutes out to ask yourself the following important questions: Do you want to choose who benefits from your wealth, and when? Do you want to protect the wealth you give your children from unjust...
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