Solution Brief: Information for an Attorney (SA)

Solution Brief: Information for an Attorney (SA)

What are your powers and responsibilities when acting as an Attorney?  A Power of Attorney is a legal document by which a person (the Donor) appoints someone else (the Attorney) to make financial and legal decisions on the Donor’s behalf when they are not capable of...

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Solution Brief: Powers of Attorney (VIC)

Solution Brief: Powers of Attorney (VIC)

The most under-rated legal document of all time  Try changing your phone company when your spouse is in a coma - or even getting a current balance on your electricity bill.  If your spouse's name is on the title to the property, and you do not have an Enduring Power...

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Solution Brief: Separation and your estate planning

Solution Brief: Separation and your estate planning

When you are going through a separation, it is easy to get bogged down in negotiations about looking after the kids and dividing up your property. However, there are some personal things to give some attention to when you are going through a separation. Your estate...

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Solution Brief: Binding Financial Agreements – What to expect

Solution Brief: Binding Financial Agreements – What to expect

You’ve decided that a BFA is right for you. So what happens next?  Step 1: Instructions The first step is for you to find a lawyer to brief on the background of the matter and what you want to achieve from the Binding Financial Agreement ('BFA'). Your lawyer will need...

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Solution Brief: Binding Financial Agreement

Solution Brief: Binding Financial Agreement

Agree upfront and avoid costly disputes down the track.  What is a Binding Financial Agreement? A ‘Binding Financial Agreement’ (or ‘BFA’) is a way for couples to record how they will divide their assets and liabilities if their relationship breaks down, or if their...

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Solution Brief: How we communicate with you

Solution Brief: How we communicate with you

Dealing with a legal issue can be emotionally exhausting, and often frustrating.  We understand that a key part of us working together effectively is how we communicate. To ensure we get off on the right foot, and keep things on track, we set out below some...

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Solution Brief: Property development structure 

Solution Brief: Property development structure 

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...

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Solution Brief: Property Co-Ownership Agreements 

Solution Brief: Property Co-Ownership Agreements 

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,...

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Solution Brief: Occupancy Licence

Solution Brief: Occupancy Licence

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...

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Solution Brief: Reviewing your Estate Planning 

Solution Brief: Reviewing your Estate Planning 

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...

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Solution Brief: Testamentary Trust Options 

Solution Brief: Testamentary Trust Options 

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...

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