Estate Planning & Wills

Last Will and Testament

Reduces the 4 defacto death duties & 32% tax on superannuation

3G Testamentary Trust Will with free lifetime updates.

Enduring Power of Attorney

Stop government meddling — every Australian state & territory

Appoint someone to make financial decisions on your behalf.

Medical POA, Guardianship & Directives

Lifestyle directives in each state

Medical Treatment Decision Maker and lifestyle powers of attorney.

Company Power of Attorney

For insane, missing and dead directors

Ensure company continuity when directors are incapacitated.

Estate Planning Training Course

Free online course

Comprehensive training on estate planning fundamentals.

Protecting Vulnerable Children in Wills

Free online course

Training on protecting vulnerable children through estate planning.

Standards & Accreditation Package

Advisers, Licensees and Accounting Practices

Quality assurance and accreditation for professional practices.

Contractual Will Agreement

For second marriages

Binding agreement between spouses about their wills.

Spouse Loan Agreement

Formalise loans between spouses for asset protection.

Loans to Children

Override Family and Bankruptcy Courts

Protect loans made to children from relationship breakdowns.

Loans to Parents

Formalise loans to parents for estate planning purposes.

Forgive a Debt Agreement

Also gets rid of Family Trust's UPEs

Formally forgive a debt with proper legal documentation.

Deed of Gift

Survives your death

Legal gift documentation that stands beyond your lifetime.

Family Trust Appointor Update

Succession planning — who controls the trust at death?

Update backup appointors for family trust succession.

SMSF Trustee & Member Update

Who gets your superannuation at death?

Update SMSF trustee and member arrangements for succession.

Reversionary Kit for SMSF

Keeps super going when you die

Reversionary pension arrangements for your SMSF.

Vest & Wind Up Family Trust

Formally vest and wind up a family trust.

Vest & Wind Up Unit Trust

Formally vest and wind up a unit trust.

Vest & Wind Up SMSF

Formally vest and wind up an old self-managed superannuation fund.