| Category |
Description |
Documents |
| Advising a Company |
A comprehensive guide, full of facts/information. A must read. |
32 |
| Advising a Partnership |
Full of facts/information. Another must read. |
4 |
| Agents and Distributors |
They are different and you need to know how. |
2 |
| Business Checklists |
A quick source of essential information for any business owner. |
7 |
| Buy Sell Agreements |
Buy Sell Agreements are used in both company and partnership business structures as a means of ensuring that upon the happening of certain specified events, an interest in the company or partnership is transferred to the remaining shareholders/partners. These agreements are usually coupled with an insurance policy.
Please ensure that you seek professional financial advice before entering into either of these agreements. The effect that they may have on your estate may be substantial. |
1 |
| Client Costs Agreements |
Client Costs Agreements |
2 |
| Company Incorporations |
Establish your own company - simply complete the form. |
11 |
| Confidentiality Agreements |
Protect your intellectual property - do not give your ideas away. |
1 |
| CP (ClientProfile) documents |
Documents that may be generated using a ClientProfile are indicated by [CP].
ClientProfile is an innovative time saving system that allows you to generate up to 20 legal, using the ClientProfile questionnaire. It is a unique (?) system that will become a fee generating tool for time and fee conscious accountants and financial planners.
To complete any document that carries [CPDoc] or [CP] in its description using a ClientProfile, you must have populated, but not necessarily completed, a ClientProfile. |
69 |
| Debts and Debt Collection |
A cost effective way to seek to recover debts owed to you. |
8 |
| Discretionary Trusts |
Establish a Discretionary Trust for your family in a few minutes. |
56 |
| Employment and Contractor Agreements |
Agreements, questionnaires, checklists - employing anyone has its downside! |
19 |
| Employment Related |
Employment Related |
2 |
| Financial Planning |
|
1 |
| Forms |
Forms |
1 |
| Frequently used documents |
We have collated our most frequently used documents into one area for ease of access. |
26 |
| Intellectual Property |
Every business has some - understand what it is and protect it. |
5 |
| Internal documents |
These documents are specific to our business. They are not to be used by clients. |
2 |
| Lease Agreements |
In this category you will find various types of lease agreement that may be used for residential, retail and commercial properties. |
11 |
| Loan Agreements |
Tax law has made loans to your company/family a complex area. Take a few minutes to see how. |
19 |
| Minute Bank |
Minutes for company directors and superannuation Trustees. |
1 |
| Occupational Health and Safety |
Every business needs OHS policies, procedures and forms. |
3 |
| Partnership Agreements |
Agreements, checklists - essential reading before you enter into a partnership. |
4 |
| Policies and Procedures |
Every business needs Policies/Procedures to provide direction and certainty. |
12 |
| Powers of Attorney |
Like a Will, an Enduring Power of Attorney is an essential document to have. |
6 |
| Real Estate |
|
16 |
| Sale of Business |
Sale Agreements, checklists (free), restraint of trade. Take a look. |
6 |
| Sales Help and Documents |
Do you have standard terms and conditions upon which you do business..... |
1 |
| Self Managed Superannuation Funds |
Commonly used legal documents and checklists for the Self Managed Superannuation Fund (SMSF) Trustee. |
50 |
| Shareholder Agreements |
Essential agreements/checklists for anyone involved in managing a company. |
9 |
| Unit Trusts |
A common form of investment structure. We have four types of Unit Trust, each one carrying different tax and stamp duty consequences. |
23 |
| Wills & estate planning |
Every adult needs one, no exceptions. Creating one is simple. |
24 |