Your clients need a safe pair of hands, particularly in a crisis situations, such as last minute dealings with banks or financiers wanting documents such as trusts amended or fixed up where there have been problems, issues or oversights. For many years we services a well known online provider of documents and supported their client base with these types of urgent requirements. Or it may be that a client has a problem with a revenue matter and needs some planning, or an objection or ruling. We deal with the Revenue authorities regularly for this purpose and we can help. Or it may be a matter of some control and succession planning for clients with complex estates and structures. Having been around the block on most issues we can help you help your clients. Why not give us a call?
Business Commercial
Trusts & Superannuation
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Minutes of Trustee Meeting
$350 + GST
10% discount for members -
Detailed Trust Review (with 12 point checklist and email report)
$550 + GST
10% discount for members -
Amending Deed for Bamford and Streaming Provisions (trust deed update)
$750 + GST
10% discount for members -
Amending Deed for Exclusion of Foreign Beneficiaries
$750 + GST
10% discount for members -
Amending Deed for Changes in Trustee, Beneficiaries or Appointors
from $600 + GST
10% discount for members -
Detailed Advice Letter on Trust Amendment Principles and Resettlement Risks
$850 + GST
10% discount for members -
Conversion of Discretionary Trust to a Fixed Trust or Fixed Trust for NSW Land Tax Purposes
$2,000 + GST
10% discount for members -
Comprehensive Trust Package
$2,000 + GST
10% discount for members -
Amendment to Super Deeds, including Upgrade Rule Changes, Changes to Trustees or Members
$500 + GST
10% discount for members
Wills & Estate Planning
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Basic Will
$800 + GST
10% discount for members -
Will with Testamentary Trust (single)
$2,000 + GST
10% discount for members -
Will with Testamentary Trust (couple)
$3,500 + GST
10% discount for members -
Power of Guardianship
$400 + GST
10% discount for members -
Power of Attorney
$400 + GST
10% discount for members -
Comprehensive Single Estate Planning Package (wills + guardianship and poa + letter of advice)
$2,500 + GST
10% discount for members -
Comprehensive Couple Estate Planning Package (wills + guardianship and poa + letter of advice)
$4,000 + GST
10% discount for members -
Comprehensive Control Plan for Multiple Entities (up to 3 entities)
$1,000 + GST
10% discount for members -
Establishment of Special Purpose Appointor Entity for Will and Asset Protection Purposes
$850 + GST + ASIC fees
10% discount for members
