Set up and run a family trust

Set up and run a family trust We will draft a deed that matches what you actually intend, and keep the administration consistent with it. A family trust is only as protective as two things: the deed, and the decisions made under it. Most trusts are set up from a template and then run for […]

Register, warn or withdraw a caveat over property (caveator).

Deal with your real estate Register, warn or withdraw a caveat over property We lodge, manage, and withdraw caveats over property for clients who need to protect or enforce an interest in land before a dealing is registered. A caveat protects an interest in land by preventing the registered owner from dealing with the title […]

Set up or amend a unit trust

Set up or amend a unit trust We will set the unit trust up so the entitlements are certain and the amendments do not resettle it. A unit trust is the opposite of a discretionary one. There is no trustee discretion about who benefits: the units fix the entitlements, in proportion, in advance. That is […]

Prepare your trust distribution resolutions

Prepare your trust distribution resolutions We will have your resolutions prepared and signed before 30 June, with the beneficiaries checked against the deed. There is one date in the trust year that cannot be moved. If the trustee has not effectively resolved to distribute the trust’s income by 30 June, it can be assessed on […]

Community title scheme (general).

Deal with your real estate Community title scheme advice We advise owners, purchasers, and community corporations on community title schemes. Community title schemes create rights and obligations for lot owners that go beyond ordinary property ownership. The community corporation manages common property, sets levies, makes and enforces by-laws, and makes decisions that affect all lot […]

Replace a lost trust deed

Replace a lost trust deed We will reconstruct the terms of your trust and put the evidence of them beyond argument. A trust without its deed still exists. What it loses is the ability to prove its own terms. Banks will not lend to it and buyers will not complete against it. The trustee cannot […]

Company title matters (general).

Deal with your real estate Company title advice We advise on company title property, including share transfers, shareholder rights, and company governance. Company title is an older and less common form of property ownership where you own shares in a company rather than the land itself. Those shares entitle you to exclusive use of a […]

Set up or amend a farm trust

Set up or amend a farm trust We will structure the farm so it can pass to the next generation without duty, and keep the exemption available. South Australia lets farming land pass between family members without stamp duty. The exemption is one of the most valuable in the state, and it is also one […]

Strata title scheme (general).

Deal with your real estate Strata title scheme advice We advise owners, purchasers, and strata corporations on strata title schemes, covering levies, by-laws, common property maintenance, and dispute resolution. Strata title ownership gives you the right to a lot within a building, but it also makes you a member of the strata corporation and subject […]

Set up a special disability trust

Set up a special disability trust We will set up a trust that funds care for life without costing your family member their pension. Leaving money to someone with a severe disability is the point at which ordinary estate planning stops working. A straightforward gift can push them over the assets test and cost them […]