Product Information & Legal Specifications
Comprehensive legal product specifications and statutory inclusions. Every legal instrument is drafted and reviewed under the supervision of Terence Wong, Principal Lawyer.
Solicitor Drafted & Reviewed
All documents are prepared and reviewed by qualified Australian legal practitioners holding current practising certificates.
Comprehensive Inclusions
Every package includes primary deed instruments, member/director resolutions, statutory notices, and signing diagrams.
RegTech Execution Engines
Seamless integration with SMSF Centre for instant compliance checks and direct practitioner collaboration.
SMSF Products & Deeds
New SMSF Establishment Package
Comprehensive Self-Managed Super Fund establishment package with market-leading governing rules.
SMSF Complete Deed of Variation / Update
Full update of legacy super fund rules to ensure compliance with latest super reforms, Transfer Balance Cap, and LRBA rules.
New Bare Trust Establishment (for SMSF LRBA)
Holding/Bare Trust setup for Limited Recourse Borrowing Arrangements under Section 67A of SISA 1993.
Lost SMSF Trust Deed Restructure & Confirmation
Specialist legal rectification when the original founding trust deed or an intermediate variation deed is lost or destroyed.
Discretionary Trust Products
New Discretionary (Family) Trust Establishment
Modern family discretionary trust deed engineered for asset protection, tax efficiency, and succession control.
Deed of Variation - Appointor Succession & Transition
Update, replace, or establish cascading successor appointor provisions to ensure seamless intergenerational wealth transfer.
Deed of Variation - Foreign Beneficiary Exclusion
Irrevocable deed variation excluding foreign persons to eliminate punitive state land tax and stamp duty surcharges.
Company Incorporations & Governance
New Proprietary Limited Company Establishment
Standard trading or holding proprietary limited company (Pty Ltd) with custom constitution.
Sole Purpose SMSF Corporate Trustee
Special purpose company incorporated exclusively to act as trustee of a Self-Managed Superannuation Fund.
Voluntary Company Deregistration (Form 6010)
Full solicitor-drafted solvent company deregistration under Section 601AA of the Corporations Act 2001.
Unit Trust Products
Fixed (NSW LTMA Compliant) Unit Trust Establishment
Fixed unit trust drafted to satisfy the strict criteria under state land tax legislation (including Cooke criteria).
Multi-Class Commercial Unit Trust
Sophisticated commercial unit trust allowing differential capital, voting, and distribution entitlements across unit classes.