Fact Finders
Asset Protection
Document |
Document Fact Finder(FF)
|
|
| General consulting & advice | FF: Asset protection review | Meeting time charged |
| Parent to child loan agreements | FF: Parent to child loan PS: Parent to child loans |
Costs estimates supplied once scope of work is known |
|
Child support (maintenance) |
$1,650 + |
|
| Family trust Deed & ancillary documents |
FF: Family trust PS: Family trust |
$385 |
| Review of succession clauses in family trust Deed |
FF: Family trust |
$330 |
| Full review of a family trust Deed (for existing family trust Deeds) |
FF: Family trust PS: Family trust |
Costs estimates supplied once scope of work is known |
| Amendments to existing family trust Deeds dealing with trustee powers, eg to deal with future control |
PS: Family trust |
Costs estimates supplied once scope of work is known |
| Review of succession clauses in family trust Deed |
FF: Family trust PS: Family trust |
$330 |
| Hybrid trust Deed with voting units only & ancillary documents |
FF: Hybrid unit trust PS: Unit trusts - fixed & hybrid |
$770 |
| Hybrid trust Deed with income and voting units & ancillary documents |
FF: Hybrid unit trust PS: Unit trusts - fixed & hybrid |
$990 |
| Hybrid trust Deed with capital and voting rights & ancillary documents |
FF: Hybrid unit trust PS: Unit trusts -fixed & hybrid |
$990 |
| Change of trustee for any of the above trust Deeds |
$330 | |
| Review of existing or draft trust Deeds |
Costs estimates supplied once scope of work is known |
|
| Establishment of an SMSF* | FF: SMSF - establishment PS: Self managed superannuation funds |
$440 |
*Note: For establishment of an SMSF, documents prepared include trust Deed, product disclosure statement, member application form, sample letter to an employer, binding death benefit nomination proforma and guide, summary letter, checklist and trustee minutes.