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Family Trusts

Family Trust Deed
Family Trust Updates
Company - Trustee of Family Trust
Forgive Family Trust UPEs
Annual Distribution Minutes
Family Trust - Vesting Deed

Wills

Couples Estate Planning Bundle
Singles Estate Planning Bundle
3G Testamentary Trust Mirror Wills
3G Testamentary Trust Single Will
Non-Tax Effective Mirror Will
Non-Tax Effective Single Will

SMSF

SMSF Deed
Special Purpose Company
SMSF Investment Strategy
SMSF Vesting Deed
SMSF Loan to a Third Party
Commercial Lease for SMSF

Company

Special Purpose Company
Register a New Company
Shareholders Agreement
Deed of Debt Forgiveness
Company Power of Attorney

Commercial

Independent Contractor Agreement
Service Trust Agreement
Commercial Lease Agreement
Deed of Debt Forgiveness
Loan Agreement

Power of Attorney

Enduring Power of Attorney
Medical Power of Attorney
Company Power of Attorney

Employment

Independent Contractor Agreement
Service Trust Agreement
Employment Contract
Non-Disclosure Agreement
Workplace Policies

Unit Trusts

Unit Trust Deed
Unit Trust Vesting Deed
Company - Unit Trust Trustee
Unit Trust Trustee Update
Unitholders Agreement

Unit Trust Deed

Standard Unit Trust Deed
Customised Unit Trust Deed
Acknowledgement of Trust Deed
Declaration of Trust Deed

Proposed $3M Super Tax: Is a Reversionary Pension still the right choice?

by Brett Davies | 12/09/2025 | Prudence | 0 Comments

Navigating the New Superannuation Landscape: Reversionary v Non-Reversionary Pensions If it becomes law, the introduction of the Division 296 tax regime will target some individuals with superannuation balances over $3 million. This so-called Better targeted...

Are You a Beneficiary of a Trust Without Knowing It?

by Brett Davies | 10/09/2025 | Prudence | 0 Comments

No one told me I was a beneficiary of a trust! You might be a beneficiary of a Family Trust and not even know it. It does not matter if you have never received a cent from the trust. If you are named in a class of beneficiaries (e.g. all cousins), you are a...

How to update your Wills and POAs for free

by Brett Davies | 06/09/2025 | Prudence | 0 Comments

You can update your online Legal Consolidated 3-Generation Testamentary Trust Wills and POAs for free. As often as you wish. 1. Log back into: https://www.legalconsolidated.com.au/ 2. Go to Your Documents (under "Home") 3. Email the Invoice...

Adding additional clauses to an Enduring POA

by Brett Davies | 02/09/2025 | Prudence | 0 Comments

The Dangers of “Exotic” Powers of Attorney Sometimes clients want to add additional clauses to their POA. These additions backfire and increase the risk that banks, land titles offices and government agencies will reject your POA. Instead, to have the highest chance...

Commercial Lease vs Retail Shop Lease: A Landlord’s Guide for Australia

by Brett Davies | 26/08/2025 | Prudence | 0 Comments

Commercial vs Retail Shop Lease: how to escape the Retail Shop lease straitjacket A costly mistake is entering into a Retail Shop lease when you do not have to. Sadly, a Landlord may own a property that looks like a shop and rent it to a business that feels like a...

Can Beneficiaries escape Stamp Duty when Buying Deceased Estate Assets?

by Brett Davies | 31/07/2025 | Prudence | 0 Comments

No free ride for beneficiaries buying assets out of the deceased estate: Shand v State Revenue Beneficiaries often receive assets from a deceased estate without paying stamp duty, but is that always the case? This is especially true if they have a 3-Generation...

Can I empower another person to distribute my assets when I am dead?

by Brett Davies | 28/02/2025 | Prudence | 0 Comments

Non-Delegation in Wills: Why a Will Maker must give clear direction on how to distribute wealth in their Will In estate planning, clarity and specificity are essential. A Will maker must personally state their intentions in the Will to ensure their estate is...

Family farm structures for succession and tax. Protect your intergenerational legacy and inspire children.

by Brett Davies | 08/12/2024 | Prudence | 0 Comments

Do you worry about how your farm continues after you hang up your boots? Farming is more than a business. It is a way of life, a heritage handed down through generations. At Legal Consolidated, we provide legal documents to ensure that your life’s work flourishes and...