Product services

Service type

e-doc on demand | digital payg | legal review | complimentary general advice

Accountancy pre-negotation advice to buyer

Buying an accountancy practice is not like buying any other business. There is much to consider to ensure the best deal is negotiated with the seller and to protect purchase terms.

$385

This document pack provides the relevant documents to assign (ie transfer) the lender’s rights to receive debt payments. For use with both corporate and individual assignors and assignees.

$550
Assignment (transfer) of lease

A tenant who wants to leave their commercial premises and transfer the lease to a new tenant needs to ensure all the paperwork is handled properly, particularly if the transfer is connected with the sale of their business.

$550
Buy/Sell

Buy/sell arrangements are agreements which set the ground rules between co-owners of a business as to what is to happen if a co-owner dies or becomes totally and permanently disabled (‘TPD’).

$55

Buy/sell arrangements set the ground rules between the co-owners of a business as to what is to happen if a co-owner dies or suffers a trauma that will likely require them to leave the business.

$660 - advice and assistance on choice of structure | $990 - preparation of all documents to implement the chosen structure (excluding insurance trust deed and associated documents) | $462 - per hour for additional explanation and amendment of documents
Company establishment

A company may choose to update its constitution for a number of reasons.  Our  company constitution has been drafted to ensure flexibility and effectiveness for both standard and special purpose structure needs.

$220

We can assist with establishing a new company for a variety of uses, including for appointment as the corporate trustee of an SMSF or trust. Our company constitution has been drafted to ensure flexibility and effectiveness.

$719 soft copy | $796 hard copy | includes $576 ASIC fee

Our company constitution has been drafted to ensure flexibility and effectiveness.

$719 soft copy | $796 hard copy | includes $576 ASIC fee

Many trusts and self managed superannuation funds appoint a company, rather than an individual, as the trustee. Our document document pack simplifies the establishment of a company and ensures compliance.

$719 soft copy | $796 hard copy | includes $576 ASIC fee
Confidentiality agreement

This confidentiality agreement contains all the necessary terms to protect the discloser. It is 'one way' because the discloser reveals confidential matters and only the recipient is giving promises of confidentiality.

$330 + disbursements

This standard type of confidentiality agreement contains all the necessary terms to protect both parties as both will reveal confidential information to the other.

$330 + disbursements

This service is typically used when an individual or business wants to discuss a confidential matter with a large organisation that is unlikely to sign an agreement.

$165 + disbursements

This service is for large or specific transactions involving highly complex or industry-specific issues requiring a comprehensive confidentiality agreement tailored to the specific needs of the parties.

$POA
Employment agreement

Many professional arrangements are not unique and therefore require an informal letter of appointment which clearly sets out agreed terms and conditions of the employment relationship.

$275

This employment agreement pack is designed for use with permanent employees who are not covered by a Modern Award or other industrial instrument.

$275

A tailored employment agreement for permanent employees that takes into account arrangements requiring bespoke or unique terms.

$POA
Lease agreement

The formal letter outlines the money owed, the basis of the claim, and seeks speedy payment of the debt to avoid costly and inconvenient court action.

PPSA loan pack- bundled service

PPSA loan pack | loan deed | security agreement | guarantee and indemnity | OSR stamping | PPSR registration Select only the documents you need - each service is priced separately so you can calculate the total price of the pack.

$330 loan deed | $253 security agreement over the borrower's assets | $165 guarantee and indemnity from director/s or other persons | $55 OSR stamping fee | $55 PPSR registration
Restraint of trade

Whether you are an employee of an employer, we can provide advice on the interpretation and enforceability of a restraint of trade provision.

$880
Service agreement

A Service Agreement is suitable for a practice which is operated by an individual professional who wishes to pay their discretionary trust to administer and manage the practice.

$385