Purchase of Financial Planning Business
We are helping a lady negotiate the purchase of 2 financial planning businesses at the moment. We’ve done a few of these over the years, so we were able to put these together reasonably quickly. One lady was a procrastinating a bit, so we suggested the following e-mail be sent: “Dear Ms X, I have […]
Documents for a Proposed Development and a Visit from Constable Care!
We are working on a set of documents for a proposed development: A trust deed making it clear that the trustees are purchasing the land on trust for the beneficiaries, one of whom will own one strata unit and the other the rest; The wording for the contract of sale; Loan agreement from the mother/mother-in-law […]
The Importance of Joint Tenancy
Our client’s recently ex-husband died. The house was in joint names, so it automatically went to her and did not form part of his estate. She was not living in the house at the time of his death, but her 27 year old mentally ill step son had been boarding with the husband. Her tenancy […]
Contractor Contract
We met with a new client this week. He is looking at buying a truck and a business to go with it. The business has him working as a contractor for a large international company. The contract was heavily stacked in favour of the company. He has lots of responsibilities. The company had few. The […]