Our Services Include

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Company, trust and superannuation documents

Somerville Legal can prepare a wide range of commercial documents for our clients. Some of the structuring documents we do are below. Links below lead to our state-of-the-art interactive ordering which makes it easy for you to tell us what you want and for us to provide it to you.

Our interactive ordering is different from order forms on other sites. Our ordering helps you to provide correct information and we check information supplied as best we can. We take responsibility to ensure your information makes sense. That's the difference you get with a good lawyer.

 

 

SERVICE

Includes deed or equivalent

Includes completed minutes

Includes PDS

Includes completed government forms in PDF

Includes other documents or registers

Stamp duty assistance

 

 

 

 

 

 

 

 

 

COMPANIES

 

 

 

 

 

 

 

Company formation

 

 

NOT
NEEDED*

 

 

NOT
NEEDED

 

 

Conversion to from a special purpose company such as dedicated SMSF trustee

 

 

NOT
NEEDED

 

 

NOT
NEEDED

 

NOT
NEEDED

 

 

 

Constitution variation/update

 

 

NOT
NEEDED

NOT
NEEDED

 

NOT
NEEDED

 

NOT
NEEDED

 

 

 

 

 

 

 

 

 

 

SELF MANAGED SUPERANNUATION

 

 

 

 

 

 

 

 

SMSF formation

 

 

 

 

 

 

 

SMSF change to the trustee

YES, if needed

 

 

 

 

NOT
NEEDED

 

 

 

SMSF variation/deed update

 

 

 

 

NOT
NEEDED

 

 

 

SMSF security trust (borrowings)

 

 

NOT
NEEDED

 

NOT
NEEDED

 

NOT
NEEDED

 

 

 

SMSF account based pension

 

 

 

NOT
NEEDED

 

 

NOT
NEEDED

 

 

 

 

 

 

 

 

 

 

TRUSTS

 

 

 

 

 

 

 

Discretionary trust formation

 

 

NOT
NEEDED

 

NOT
NEEDED*

NOT
NEEDED

 

 

 

 

 

Variation of discretionary trust - “Bamford” and streaming

 

 

NOT
NEEDED

 

NOT
NEEDED

 

NOT
NEEDED

 

 

 

 

Unit trust formation

 

 

NOT
NEEDED

 

NOT
NEEDED*

 

 

 

Change of trustee

YES, if needed

 

 

NOT
NEEDED

 

NOT
NEEDED

 

NOT
NEEDED

 

 

 

 

ABN application included with SMSF formation
*ABN application not included