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Set up a company

Set up a trust

Set up a self managed superannuation fund

Amend a trust deed or constitution

Prepare a nomination of beneficiary form

Amend an SMSF trust deed

Pension establishment for SMSFs - TRIS or Account based

Change of trustees for an SMSF

Set up a bare trust ( for SMSF borrowing)

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Technical Manuals

Technical manuals

Legaledocs provides its clients with a huge level of support and assistance ranging from a
complimentary legal support service Ask A Legal Question to its unique series of technical
manuals written by accountants and financial planners for accountants and financial planners.

You can access these technical manuals here:

The Dover Guide to Effective Statements of Advice Download Now!
The Dover Guide to the Financial Planning Process Download Now!
The Dover Guide to Creating a Fee for Service Financial Planning Practice Download Now!
The Dover Guide to SMSF Borrowing Download Now!
The Dover Guide to Self Managed Superannuation Download Now!
The Dover Guide to Superannuation Pensions Download Now!
The Dover Guide to Co-ownership Agreements Download Now!
The Dover Guide to Employment Law Download Now!
The Financial Planner as a Business Advisor Download Now!
The Financial Planner as a Property Advisor Download Now!
The Financial Planner as a Tax Advisor Download Now!
The Financial Planner as an Estate Planner Download Now!
McMasters' Guide to Business Planning Download Now!
McMasters' Guide to Service Trusts Download Now!
McMasters' Guide to Family Trusts and Unit Trusts Download Now!
McMasters' Guide to Hybrid Trusts Download Now!
McMasters' Guide to Starting a Practice Download Now!
McMasters' Guide to Employment Law Download Now!
Legal E Docs Guide to Limited Recourse Borrowing
Download Now!
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