Services

Company establishments and constitution upgrades
offered by T Docs

T Legal provides various services in relation to: 

• drafting company minutes

• director changes 

• tailored company constitutions such as for social purpose 

• share issuance, transfer, redemption 

T Legal provides legal advice in on actions by a company 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 

T Legal provides legal advice in on actions by a SMSF trustee in relation to products offered by T Docs 

This includes:

• SMSF establishments 

• BDBNs,

• LRBAs 

• TRIS 

• account based pensions 

• deed updates 

offered by T Docs

T Legal provides various services in relation to SMSFs as a core focus of this firm

Contact T Legal on the number / email below or submit a response to the new client questionnaire 

Discretionary trust establishments and component deeds of variation
offered by T Docs

T Legal provides various services in relation to your discretionary trust: 

• Bamford income streaming 

• bank trustee power requests 

• foreign beneficiaryexclusions 

• deeds of confirmation and rectification 

• beneficiary renunciations 

• changes of trustee 

T Legal provides legal advice in on actions by a discretionary 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 

Package includes minutes, bare trust deed and investment strategy template

+ $143 New Co Establish
+ $597 New Co ASIC Fee 

= $905 Total

The SMSF trustee company cannot be used

A new bare trustee company is required 

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 

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 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

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 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