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BUNDLE

Companies, Employment Law & Wills (VIC)

This bundle includes guides from the following three publications, as well as our Practice Management guide as an extra bonus!


Recent updates can be viewed on Obiter - our blog. 


Companies, Trusts, Partnerships and Superannuation


This valuable publication provides a simple guide to companies, trusts, partnerships, joint ventures and superannuation, with all commonly required documents, allowing you to advise and service your clients with confidence.


Superannuation is explained simply and comprehensively, and is accompanied by a full suite of precedents, including everything needed to set-up, run and amend a self managed superannuation fund.


The commentary provides a tax and succession planning overview sufficient for most circumstances found in general practice.


Some of the most popular precedents included in this publication:



  • Comparative table of business structures

  • Limited recourse borrowing documentation

  • Company constitution

  • Company resolution

  • Shareholder agreement (long and short forms)

  • Agreement for sale of shares

  • SMSF trust deed and rules

  • Binding death benefit nomination

  • Unit trust

  • Discretionary trust deed

  • Hybrid trust

  • Joint venture agreement

  • Partnership agreement

  • Put and Call option

  • Charitable trust


Employment Law


This comprehensive and easy to follow guide provides a full overview of employment law, allowing you to confidently advise your clients on the operation of the system and their options.


All commonly required contracts, precedents and documentation are included.


The commentary includes:



  • The differences between employees and contractors

  • Performance Management and termination

  • Redundancy

  • Restraints of trade 


 Precedents include:



  • Various employment agreements including individual, executive and casual

  • Various non-employment agreements including contractor agreements and service agreements

  • Various disciplinary related precedents including letter of warning to employee and letter of suspension

  • Various unfair dismissal precedents – acting for employer and employee

  • Deed of settlement – Redundancy


 


Wills, Powers and Advance Care Directives


This valuable and thorough publication allows the practitioner to take instructions using a comprehensive and methodical instruction sheet then prepare wills, powers of attorney, supportive attorney appointments, medical treatment powers, advance care directives and support person appointments with confidence, whether for a single client or for complex families and including where the clients have an extensive or complicated asset portfolio.


Precedents include various ways to deal with blended families, superannuation death benefits and rights to occupy.


Commentary includes discussion of the tax treatment of superannuation, the use of testamentary trusts, family provision considerations and dealing with assets in multiple jurisdictions.


Take the worry and risk out of will drafting and maximise its value to your practice by using our excellent and easy to follow publication.


 



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