Top 8 legal documents Accountants build at end of financial year

8 documents Accountants build at end of financial year

I have sold over 16,000 Self-Managed Super Funds and 18,000 Family Trust Deeds online. Surprisingly, however, these are the 8 most common documents Accountants build at End of Financial Year:

documents Accountants build at End of Financial Year

Most common documents Accountants build at End of Financial Year

1. Trust Distribution Statements for Family Trusts

2. Family Trust Vesting Deed - winds up your Family Trust

3. Update Family Trust Deed - Bamford, streaming, change Appointors. No resettlement.

4. Incorporate a special company as Trustee of your Self-Managed Super Fund

5. Letter of Demand with draft Writs on law firm letterhead - so you can write off bad debts (but often you get paid!)

6. Employment Contract - stops Employees stealing your clients & knowledge

7. 3-Generation Testamentary Trust Wills, Power of Attorney and Medical POA

8. Division 7A Loan Deed - most robust, ATO friendly deed ever built by a lawyer. See why here.

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Adjunct Professor, Dr Brett Davies, CTA, AIAMA, BJuris, LLB, Dip Ed, BArts(Hons), LLM, MBA, SJD
Legal Consolidated Barristers and Solicitors
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