Standard Document Packages

Documents written in a language you can read!

For many years we have assisted a large number of accounting firms establish business structures for their clients. Part of that service is to provide standard document packages for standard situations which can be ordered online. Click on the following links for more details and instructions about ordering online:

 

We can also provide the following standard document packages, but you will first need to contact Marlene Sheppard on (02) 8915 4949 for an order form.

 
  • Buy Sell - Agreement to first draft stage
  • Company - Member's voluntary winding up
  • Company - Conversion to single member and director
  • Company - Providing financial assistance
  • Company - Change of name
  • Company - Share buy back
  • Company - Security interest (charge over assets)
  • Company - Division 7A mortgages
  • Partnership - Standard agreements
  • SMSF - Binding Death Benefit Nominations
  • SMSF - Business Real Property
  • SMSF - Lease - Related party
  • SMSF - Lost deed
  • SMSF - Pensions set up
  • SMSF - Power of Attorney (Residency)
  • Trust - Amendment (discretionary, unit, hybrid and SMSF)
  • Trust - Bamford update (discretionary and unit)
  • Trust - Change of trustee
  • Trust - Hybrid trust - set up
  • Trust - Unit trust - land tax update
  • Wills - husband and wife
  • Wills - single person
Package Price: $715.00 Registration Price: $202.10
Order Package online View Order Form

Telephone Marlene Sheppard
on 02 8915 4949

SMSF – Set up

Features of our SMSF trust deeds are:

  • all permitted contributions are acceptable
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  • the trustee has flexible investment powers
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  • benefits are payable as early and as late as the law permits
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  • full reserve provisions are included
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  • all forms of permitted pensions are payable
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  • death benefits are as flexible as possible. If the member doesn’t nominate the form of death benefit, either under their will or in writing to the trustee, the trustee can pay the benefits to the deceased’s dependants or estate
Package Price: $715.00 Stamp Duty: $546.20 Registration Price: $202.10
Order Package online View Order Form

Telephone Marlene Sheppard
on 02 8915 4949

Discretionary trusts

Features of our single family discretionary trust deeds are:

  • copes with the post ‘Bamford’ necessities
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  • the trustee decides what is income
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  • they protect the trustee against liability under the prudent person rules that now form part of the Trustee Act
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  • the deed protects directors of corporate trustees against personal liability to the extent permitted under the Corporations Law
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  • our deed normally satisfies all bank requirements, although sometimes not without argument with the bank
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  • the deeds contain power to add and delete beneficiaries
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  • we have a linear class of eligible beneficiaries

 

For important information about our trust deed, please click here.

Package Price: $1650.00
Order Package online View Order Form

Telephone Marlene Sheppard
on 02 8915 4949

SMSF – LRBA – Related party lender

The late 2007 changes to section 67 of the SIS Act to permit SMSF borrowing provide a unique opportunity for members of an SMSF to acquire land and listed securities in a tax effective structure. Our document provides a simple and cost effective solution to the documentary requirements of this legislative change.

 

For more information about our SMSF – LRBA – Related party lender package please click here.

Package Price: $1650.00
Order Package online View Order Form

Telephone Marlene Sheppard
on 02 8915 4949

SMSF – LRBA – Third party lender

The late 2007 changes to section 67 of the SIS Act to permit SMSF borrowing provide a unique opportunity for members of an SMSF to acquire land and listed securities in a tax effective structure. Our document provides a simple and cost effective solution to the documentary requirements of this legislative change.

 

For more information about our SMSF – LRBA – Third party lender package please click here.

Package Price: $660.00 or $495 for batches of 15 or more Registration Price: $202.10
Order Package online View Order Form

Telephone Marlene Sheppard
on 02 8915 4949

SMSF – Replacing all the rules

We have a package to update the rules for an SMSF. As the SIS Act has now been on foot since 1994 and given the changes since then, particularly in 2007, now may be a good time to update.

 

For more important information about our SMSF Replacement Rules please click here.

Package Price: $935.00 Stamp Duty: $546.20 Registration Price: $202.10
Order Package online View Order Form

Telephone Marlene Sheppard
on 02 8915 4949

Unit trusts

Features of our single family unit trust deeds are:

 

  • copes with the post ‘Bamford’ necessities
  •  

  • the trustee decides what is income
  •  

  • they protect the trustee against liability under the prudent person rules that now form part of the Trustee Act
  •  

  • the deed protects directors of corporate trustees against personal liability to the extent permitted under the Corporations Law
  •  

  • our deed normally satisfies all bank requirements, although sometimes not without argument with the bank
  •  

  • comes with the land tax units that can arise with unit trusts being treated as a special fund for land tax purposes.
Package Price: $715.00
Order Package online View Order Form

Telephone Marlene Sheppard
on 02 8915 4949

Partnerships

Our standard document package for partnerships is really only suitable for tax law partnerships and other compliance purposes.

 

For more complex partnership agreement requirements, please contact us to discuss your needs.

 

We have developed a detailed Q & A that we can use for complex partnership agreements of all types. The Q & A permits us to cost-effectively deliver the required partnership agreements.

Companies

Our on line order service for establishing a company is no longer available. Sydney Business Lawyers is happy to accept your order for establishing a company over the telephone and will process the order on your behalf.

 

The company will be set up within 24 hours and the document register will be issued within 3 days. Urgent orders placed early in the day can be registered on the same day.

Package Price: $275.00 (unsecured)
Order Package online View Order Form

Telephone Marlene Sheppard
on 02 8915 4949

Division 7A agreements

We can complete the required documentation for either secured or unsecured loan agreements for the purpose of Division 7A.

 

Our standard documentation is for an unsecured loan.

 

Unless otherwise instructed, the documentation provides for the maximum time period to repay a loan and the minimum interest rate required by the rules.

 

If you want to talk with us about the longer term secured Division 7A loan agreements, please do not hesitate to contact us.

About our standard document packages

About our standard document packages

To order your selected package, you may either:

  • Order your package online – adjacent to your selected package hit the “Order package online” link and complete the order online, or
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  • Download your package order form – adjacent to your selected package hit the “Download order form” link, download a copy of the order form which you may scan/email print and fax or post to Sydney Business Lawyers, or
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  • Telephone Marlene Sheppard on 02 8915 4949 to arrange to have an order form faxed or emailed to you.

Review by a lawyer

All order forms are reviewed by an experienced lawyer on receipt. We call you if we spot any issues requiring discussion or clarification.

Full set of documents prepared

From the order form we complete a full set of documents required to set up the entity you order.

Our turn around time

Urgent orders are e-mailed on the day of order if ordered before 3pm.

Otherwise, documents will be sent to you by e-mail within 48 hours of receipt of the order.

Stamp duty

If the documents need to be stamped, we attend to that for you if you ask us. Otherwise, you will need to do that where applicable.

Storage of the documents once signed

We encourage registration of trust deeds in the general register of deeds maintained by the Department of Land and Property Information. This provides a permanent record of the terms, signing and stamping. It is invaluable if the original is ever lost or destroyed.

 

Otherwise, we do not keep copies of any signed documentation that you may send to us for any reason.

Our documents

We update our documents as circumstances and laws change, however, our service does not include responsibility to advise you of changes that may affect you.

 

We welcome feedback from clients. Updates to our documents frequently follow this feedback.

 

We aim for simple but flexible documents. They are all written in language you can read.

Telephone Support

We offer free telephone support, within reason. We can’t accept professional responsibility for actions taken on the basis of verbal advice.

 

If something more formal is required, we ask for written instructions to which we make a written reply on a normal time charging basis.

Liability for taxation issues

Liability for the taxation or asset protection issues in respect of the structure is not accepted unless we have been asked to and given you a written advice.

Advice on related issues

We continuously act for clients on the tax and other implications of super funds, companies, partnerships and all forms of trusts. Please do not hesitate to contact us if you would like to discuss any aspect of these structures.