Prenups and Binding Financial Agreements
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Binding Financial Agreement - Pre Marriage or Cohabitation

Binding Financial Agreements (BFAs) or sometimes known as a Prenuptial Agreement (Prenup), is an agreement that outlines where the couple's assets would go if they were to ever separate. The goal of these agreements is to ensure that if separation we...

Special Disability Trust Deed

The purpose of a Special Disability Trust is to assist carers and immediate family members to make private financial provision for the care and accommodation needs of a family member with severe disability and receive means test concessions.  It...

Minutes of Meeting - Special Resolution - Financial Assistance

This special resolution is used when members have agreed to financially assist (loan) a member or investor to acquire shares in the company and the company has the money to afford it. When gaining financial assistance, the company must receive sha...

Will with Testamentary Trust

Whether or not you have a partner or spouse at this point in your life, if you have any assets, even just a bank account and superannuation, you should have a Will in place so that someone can manage what you do have in the event that you pass away....

Simple SMSF Binding Death Benefit Nomination

A Binding Death Benefit Nomination Form (BDBN Form) is the document you use to direct your Self-Managed Superannuation Fund (SMSF) to pay any funds to your estate to be dispersed in accordance with your Will, or pay to a specific person or pay the fu...

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