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 the short term (as opposed to developing to hold as a long-term capital asset); Several sophisticated investors […]
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, partner or relative can often enhance the experience. However, […]
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 reviews, further terms and guarantees. Alternatively, parties may simply deal with only one car […]
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 benefit from all your hard work. We are […]
Solution Brief: Testamentary Trust Options
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Solution Brief: Incorporating Testamentary Trusts into your Will
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Solution Brief: Mutual Wills
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, that is – you make a Will leaving your […]
Solution Brief: Phone Wills – The Process
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 they may have provided you with an indication of our […]
Solution Brief: Choosing your Executors and Trustees
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 liabilities you have, obtaining ‘Probate’ of your Will, and then carrying out […]
Solution Brief: Legal Capacity to make a Will and Enduring Power of Attorney
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 requisite testamentary capacity. In assessing such capacity both the mental capacity and the […]