Asset and Property Protection

Legal Services Lawyers

If you need a Lawyer or have problems with a Trust (and Estate Planning)… We can help you………

Please just call Alex Tees for a Referral 02 9016 7934 0409813622 (02) 9281 3230 Email: atees@bigpond.com

International : 612 9016 7934 (Bus) After Hrs 612 9387 4836 Cell/Mobile 61 409813622

 

NOTE : NB ; IF YOU NEED A NEW TRUST BE VERY CAREFUL ABOUT DOWNLOADING/PURCHASING CHEAP TRUST DEEDS OFF THE NET (WHICH IS WHERE MOST SOLICITORS/ACCOUNTANTS GET THEM…& then charge you extra ?!) SUCH DEEDS WHILE BEING CHEAP MAY NOT PROPERLY AUTHORISE OR ALLOW YOU OR THE TRUSTEES TO UNDERTAKE THE TYPE OF INVESTMENTS AND OR ACTIVITIES THAT YOU WISH TO… THE CONSEQUENCES CAN BE DIRE… extra tax and legal invalidity if this happens !!!!

Sometimes your Trust or Self Managed Super Fund Deed will need updating ..; they should be reviewed and updated regularly (at least every two years)to keep them up to date with changes in Tax laws etc at Federal/National and State & Territory level to keep them fully tax effective.

You also need to review Trust Deeds so you can take advantage of new developmenst with respect to new types of investments..for example does your Self Managed Super’ Fund Deed actually allow you acquire an invsetment property with stand alone security utilisng a scheme of installment warrants ? (if it does not there may be major problems with Tax authorities later……………………

Email Enquiries : admin@legalexchange.com.au