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BUNDLE

Conveyancing, Wills & Companies , Trust, Partnerships and Superannuation

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.  


1. Conveyancing


A complete matter-management solution which allows conveyancers and support staff to run a busy conveyancing practice. Includes the By Lawyers Contract for Sale of Land 2018 edition.


Each step in the transaction is set out in sequential order with easy access to all of the required precedents and a simple but comprehensive commentary. The publication includes the reference materials ‘1001 Conveyancing Answers’, ‘A full description of the sale process in NSW’ and ‘A full description of the purchase process in NSW’. 


Popular precedents include:



  • Contract for sale of land – By Lawyers 2018

  • Order on the agent 

  • Letter to vendor's solicitor with settlement adjustments and requesting payment directions 

  • Detailed cover sheet - Purchase of real property 

  • Section 66W certificate 

  • Direction to pay to purchaser’s solicitor

  • Notice to complete

  • Contract for sale of land – Law Society

  • Letter to vendor's solicitor submitting transfer

  • Settlement instructions mortgagee


2. Wills, Powers of Attorney, Appointment of Enduring Guardian and Advance Care Planning


This valuable and thorough publication allows the practitioner to take instructions using a comprehensive and methodical instruction sheet then prepare wills, powers of attorney and powers of enduring guardian 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.


3. 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



MATTER PLAN