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Downloadable Forms
Adoption Of Company Constitution
Used where a company wishes to update its Constitution or Memorandum and Articles by adopting a new current Constitution.
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Business Name Instruction Sheet
This form instructs us to register a business name. It can be used for business names in any State in Australia but different Government fees may apply.
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Business Transfer Instruction Sheet
This form gives us preliminary instructions for the sale and purchase of a business.
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Change Of Name Of Company
Used to instruct us to change a company's name.
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Change Of Status To Single Director Company And Adoption Of Constitution
This form gives us instructions to convert older companies into a single director company with a new Constitution.
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Credit Application Form Instruction Sheet
This is used to establish a customer running account and standard trading terms and conditions via a Credit Application.
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Deregistration Of A Company
This instructs us to commence the process of deregistration of an Australian company.
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Details Required For Client Incorporation And/Or Acquisition Of Shelf Company
This form is used to establish a company or acquire an existing Shelf Company.
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Details Required For Loan Agreement
This gives us preliminary instructions for the preparation of a commercial Loan Agreement including personal Guarantees if applicable, between unrelated parties.
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Details Required For S109 Loan Facility Agreement
This is used to instruct us in the preparation of a loan from a private company to a shareholder or associate of a shareholder of the company. Such Loan Agreements are designed to prevent unfavourable tax consequences that may result in the deeming of certain loans as unfranked dividends from the company.
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Instructions For Buy/Sell Agreement
This form gives us preliminary instructions in relation to the preparation of an Agreement used to assist in funding and facilitating changes in business proprietors.
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Instructions For Deed Of Charge
This provides information necessary for us to prepare a Charge over the property of a creditor.
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Instructions For Discretionary Trust
This provides us with information required for the establishment of a discretionary or family trust.
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Instructions For Partnership Deed
This provides us with information for a simple Partnership Agreement. The simple Partnership Agreement can also be altered for more complex arrangements.
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Instructions For Power Of Attorney
This provides us with information concerning a Power of Attorney, Enduring or General, from one person to another.
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Instructions For Superannuation Fund Trust Deed
This provides us with information to set about preparing a self-managed Superannuation Fund.
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Instructions For Transfer Of Matrimonial Home
Used for the purpose of instructing us in relation to transferring an interest in a matrimonial home from one spouse to both or vice versa. Also used to change mode of ownership eg joint tenancy to tenancy in common and vice versa, and to create fractional ownerships eg husband 1%, wife 99%. No stamp duty is payable as long as it is the matrimonial home. Fees and charges depend on the extent to which the property is encumbered. Bank mortgagees need to consent and will charge consent and production fees.
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Instructions For Unit Trust
This provides us with the details required to establish a Unit Trust.
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Wills And Estate Group
Areas of expertise:
- Wills and Codicils
- Enduring Powers of Attorney
- Powers of Guardianship
- Medical Power of Attorney
- Grants of Probate and Letters of Administration
- Administration of deceased estates
- Inheritance Claims
- Acting as agent under Power of Attorney
- Discretionary Trusts and Estate Planning
Wills and Codicils
Our firm is experienced in the preparation of wills and codicils to give effect to our client's wishes. Each will is drafted to suit the individual requirements of the client and our method of recording instructions and other relevant details ensures that as far as possible the will is able to resist any claims which may be made against the client's estate.
Powers Of Attorney
We can prepare a general or enduring Power of Attorney to cover specific transactions and circumstances or just to put aside for use should the need arise through illness or as the result of an accident.
Grants of Probate and Letters of Administration
We are experienced in obtaining grants of Probate or Letters of Administration or re-sealing interstate or overseas grants in South Australia.
Administration of Deceased Estates
We have significant experience in the administration of deceased estates. We are flexible in our approach and are happy either to attend to the whole task including the preparation and lodgement of the relevant taxation returns or to provide such assistance as may be required by an executor or administrator.
Inheritance Claims
Our Litigation Section is able to advise on, instigate and defend actions under the Wills Act and the Inheritance (Family Provision) Act.
Acting as Agent Under Power of Attorney
Our clients may appoint us to act as their agent thus relieving them from the worry of attending to their investment portfolio, collection of income, payment of expenses and the preparation of taxation returns. The fees for doing this work may be tax deductible.
Estate Planning
Section members can use their wide experience to advise on estate planning to develop the most cost-effective distribution of business and personal assets prior to or on a client's death.
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