CHECKLISTS

Will Preparation Checklist
Please provide us with the following information to assist in the advising on and preparing of your Will and estate plan.
  Will Instruction Sheet [single]
Enduring Power of Attorney (“EPA”) Checklist
Please provide us with the following information to assist in the advising on and preparing of your EPA.
  EPA Instruction Sheet
Enduring Power of Guardianship (“EPG”) Checklist
Please provide us with the following information to assist in the advising on and preparing of your EPA.
  EPG Instruction Sheet

INSTRUCTION SHEETS

New Company/Corporate Trustee Instruction Form

We offer a no-charge, up-to 15 minute consult with your preparation of your Company Formation Instructions.  For example: Do you want to have a standard proprietary limited company, a public company or a company limited by a guarantee?  Is the company to be used in its own right or possibly as a corporate trustee (of a trust such as a Family Trust or even a Self-Managed Superannuation Fund (SMSF), the latter of which is actually charged at a discounted rate by ASIC).  We can also advise you on the importance of putting together at the outset an appropriate Share Issue/Subscription and Shareholders Agreements, if it is to be a valuable (i.e. trading) company and which Agreement are much more important than just a ‘standard’ Constitution that comes with most companies.

New Family Discretionary Trust Instruction Form

Our fees for establishing a discretionary trust are: $350 + GST and which includes a bound copy plus an electronic PDF copy of the Trust Deed (if requested). If you require more than one family trust, please speak to us as we may be able to offer you a discount.

Unit Trust Instruction Form 

Our fees for establishing a discretionary trust are: $350 + GST which includes a bound copy of the Trust Deed plus an electronic PDF copy of the Trust Deed (if requested). If you require more than one family trust, please speak to us as we may be able to offer you a discount.