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T Legal offers legal documentation and advice services in the categories below
Core Products
New Company Establishment*
New Company Establishment*
Package includes minutes, director consents, company constitution and company registers
+ $611 New Co ASIC Fee
= $754 Total
A director identification number "DIN" is required for all directors
You may apply for a DIN via myGov
New SMSF Establishment*
New SMSF Establishment*
Package includes minutes, SMSF trust deed and governing rules, member consents, trustee declarations, product disclosure statement and investment strategy
+ $143 New Co Establishment
+ $611 New Co ASIC Fee
= $919 Total
New Company will be a "sole purpose" SMSF company
It will have a lower ASIC annual review fee
It cannot be used as a standalone Company or as trustee of another trust
Discretionary Trust Establishment*
Discretionary Trust Establishment*
Package includes minutes, discretionary trust deed, corporate trustee constitution and stamping of the signed trust deed
+ $143 New Co Establishment
+ $611 New Co ASIC Fee
+ $200 Stamp Duty (in Victoria)
+ $55 Stamping Service Fee
= $1174 Total
New Bare Trust Establishment* (for LRBA)
New Bare Trust Establishment* (for LRBA)
Package includes minutes, bare trust deed and investment strategy template
+ $143 New Co Establishment
+ $611 New Co ASIC Fee
(Nil Stamp Duty in Victoria)
+ $22 Stamping Service Fee
= $919 Total
The SMSF trustee company cannot be used
A new bare trustee company is required
Contact T Legal directly or submit your query below
Specialist Trusts
Specialist Trusts
Discretionary trust establishments and component deeds of variation
offered by T Docs
T Legal provides various services in relation to your special types of discretionary trust:
family farm trust
pharmacy trust
special disability trust
Contact T Legal on the number / email below or submit a response to the new client questionnaire
Non-Core Trusts and other Entities
Non-Core Trusts and other Entities
Non-core trust and entity products offered by T Docs
partnership deed
lineal descendants trust
hybrid trust
incorporated association
Contact T Legal on the number / email below or submit a response to the new client questionnaire
Vic SRO Lodgments
Vic SRO Lodgments
Duties Act 2000 (Vic) ("DA") exemption application lodgments in relation to trust products
offered by T Docs
T Legal provides various services in relation to your T Docs trust:
DA section 36A - discretionary trust distributions
DA section 41A - SMSF distributions
DA s 33 - change of trustee
DA s 34 - bare trust back to SMSF
T Legal provides legal advice in on actions by a T Docs trust in distributing dutiable property in Victoria
Contact T Legal on the number / email below or submit a response to the new client questionnaire
Commercial Agreements
Commercial Agreements
Commercial agreements for use in relation to products
offered by T Docs
T Legal provides various services in relation to your T Docs companies and trusts:
shareholders' agreement
unitholders' agreement
services agreement
general and Div 7A loan agreement (non-UPE)
Contact T Legal on the number / email below or submit a response to the new client questionnaire
Objections
Objections
ASIC, ATO and SRO objection services provided depending on the nature of the determination by ASIC, ATO or SRO
Contact T Legal on the number / email below or submit a response to the new client questionnaire
Unit Trust
Unit Trust
Unit trust products offered by T Docs
establishments
unit transfers, issuance, redemptions
changes of trustee
This includes:
fixed unit trusts (only one class of units)
non-fixed unit trusts (which has multiple classes of units)
conversions from non-fixed to fixed trust (generally not the other way round)
T Legal provides legal advice in on actions by a unit trust in relation to products offered by T Docs
Contact T Legal on the number / email below or submit a response to the new client questionnaire
Contact T Legal with queries for superannuation and trusts advice
and advanced documentation solutions
* Click on collapsible menu to see additional costs and total cost
The pricing for these core products is inclusive of the ABN application (if applicable)
+ $143 New Company Trustee Establishment Documents Fee
Package includes minutes, director consents, company constitution (including sole purpose SMSF clause where required) and company registers
+ $611 New Company ASIC Fee
Your bank or adviser / auditor may prefer to not deal with a SMSF or trust that has individuals as trustees
Although the T Docs trust deeds allow for individual trustees this setting has been increasingly phased out
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