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: 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: Guardianship Plan Checklist
A Guardianship Plan is a written record that you prepare as parents, detailing what you want for your child if both (or either) parent dies or can no longer perform their role as parent or guardian. Background The aim of your Guardianship Plan is to provide a set of useful guidelines or instructions for those […]
Solution Brief: Education Testamentary Trusts
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: Self-Managed Super Funds – Individual or Company Trustee?
We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both when we are setting up a new super fund, and when we are reviewing an existing super fund. In our view, the short answer is that it is better […]
How to Deal With A Dishonest Power of Attorney in NSW
It is increasingly common practice to have a Power of Attorney drafted alongside your Will. Most people wish to ensure that, should they become incapacitated, someone whom they trust will be able to sign documents for them and make informed decisions about their financial affairs. It makes good sense. Generally, Powers of Attorney are not […]