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Frequently asked questions

FAQs - General

How much do we charge?

For a complete break down of our prices check out our price list page.

Where are we based?

We are based in Melbourne and have access to offices Australia wide.

Who are our clients?

Our clients are from all over Australia and range from large multi-national chartered accounting firms to small solo accounting and financial planning practices. We provide the same high standards and low costs to all clients, no matter how large or small.

What technical support do we provide?

We have access to a high level of technical support. We will do our best to help you get on track with your clients’ technical concerns.

And if we cannot help you, we probably know someone who can.

Why are our prices so low?

Our prices are low because we have created an automated document preparation system for most of our deeds,  we do not need to rely on costly labour to complete the documents and deliver them to you.

We pass this cost saving on to you, and to your clients.

Who reviews our documents?

Our documents have been used by accountants, solicitors and financial planners around Australia. We regularly up-date our documents in response to legislative changes and client questions and requests.


What form are the documents in?

The documents are delivered to your PC’s in-box in electronic form, with your firm’s logo (if uploaded) and ready to be provided to your clients for signing. SMSFs and trusts are virtually instantaneous.

Orders involving companies take a bit longer due to the need to liaise with ASIC. Normally company orders are completed the same day, but occasionally orders placed late in the day or after 5.00pm are not completed until early the next morning.

What if I am not happy with my documents?

First, let us know of your concerns and if at all possible we will amend the documents to meet your expectations. If this does not help we may be able to refund your fee (except for ASIC disbursements and any administrative cost).

Can I use my own logo on the documents?

Yes you can. We believe our documents should market your firm to your clients, so your logo can feature prominently on the front of several documents.

If you need assistance uploading your logo please contact us via email info@legaledocs.com.au .

What about an ABN?

You can apply for an Australian Business Number. The ASIC link is here: ASIC ABN link

What about a TFN?

You can apply for a Tax File Number for your new entity. The ATO link is here: ATO TFN Link.

What if I want my documents customised?

Just contact us on 03 8516 5363 or info@legaledocs.com.au and we will discuss your request. There is no charge for minor changes but there may be small charges for larger changes, to be agreed with you before any work is done.

Replaceable Rules

ASIC’s website explains everything you need to know about replaceable rules and you can access this information here: ASIC information on replaceable rules.

What are a company director's responsibilities?

ASIC’s website explains everything you need to know about a company director’s responsibilities and you can access this information here: ASIC information on company directors. We recommend you pass this information to your clients each time a company is set up.

Can Legal E Docs handle large bulky orders?

Currently we are unable to  offer bulk processing.

 

Does Legal E Docs provide SMSF back office services?

We have an associated accounting firm which provides SMSF back office services to accountants and financial planners. This is a complete service covering all compliance responsibilities including preparing the annual accounts and related documents, the annual ATO return, audit and tax compliance.

The average fee is from $900 per SMSF, including audit. Prices vary according to the number of transactions and complexity: contact us on 03 8516 5363  info@legaledocs.com.au for more information.


What if I want to learn more?

Simple. Just ring  03 85616 536 or email info@legaledocs.com.au and we will do our best to answer your question or provide extra information about issues of concern to you.

Who can advise me on my SMSF?

Generally, an SMSF advisor must be an authorised representative of an Australian Financial Services Licence Holder, to advise on self-managed superannuation.

Accountants have a limited ability to advise on self-managed superannuation fund issues and this ability, and its limits, are  detailed on the Australian Securities and Investment (ASIC) website at www.asic.gov.au.

Can an SMSF invest in a geared listed trust?

Yes. SMSFs can invest in geared listed trusts.

Geared listed trusts are managed funds that borrow money to accelerate growth in value. The idea is that as the fund manager can earn more than the cost of funds, the fund should borrow. This is fine in theory, and historically would have worked very well over the last twenty years or so. Just remember that the management expense ratii tend to be high and that gearing works in reverse too.

More helpful information

Have a look at the resources available under the 'Video and technical material' section.

LED help