Welcome to Legal Consolidated’s Self-managed Super Fund training course. The course is for accountants, financial planners and lawyers.
I am an adjunct Professor, holding seven university degrees including a doctorate in Estate & Succession Planning. Since 1988, I have specialised, as a lawyer in Estate Planning, Superannuation and taxation.
I am pleased to offer a certificate of accreditation from Legal Consolidated. This is on completion of the online Self-managed Super Fund Training Course.
- Click on the blue button and watch the training video
- After you watch the video you will be invited to build a Self-managed Super Fund Deed
- Lock and Build to purchase the Self-managed Super Fund Deed and get your Completion Certificate
The Self-managed Super Fund training course empowers you to build Self-managed Super Fund deeds on our law firm’s website, for your clients. You provide financial planning and accounting advice and charge your clients for that advice. You can be confident and secure in the knowledge that we, and we alone, are providing the legal advice.
Business Structures for Personal Services Income, tax and asset protection
Family trust v Everett’s assignments
- Family Trust Deed – watch the free training course
- Family Trust Updates:
- Everything – Appointor, Trustee & Deed Update
- Deed ONLY – only update the Deed for tax
- Guardian and Appointor – only update the Guardian & Appointor
- Change the Trustee – change human Trustees and Company Trustees
- The company as Trustee of Family Trust – only for assets protection?
- Bucket Company for Family Trust – tax advantages of a corporate beneficiary
Unit trust vs Everett’s assignments
- Unit Trust
- Unit Trust Vesting Deed – wind up your Unit Trust
- Change Unit Trust Trustee – replace the trustee of your Unit Trust
- Company as Trustee of Unit Trust – how to build a company designed to be a trustee of a Unit Trust
Corporate structures and Everett’s assignments
- Partnership Agreement – but what about joint liability?
- Incorporate an Australian Company – best practice with the Constitution
- Upgrade the old Company Constitution – this is why
- Replace lost Company Constitution – about to get an ATO Audit?
- Independent Contractor Agreement – make sure the person is NOT an employee
- Service Trust Agreement – operate a second business to move income and wealth
- Law firm Service Trust Agreement – how a law firm runs the backend of its practice
- Medical Doctor Service Trust Agreement – complies with all State rules, including New South Wales
- Dentist Service Trust Agreement – how dentists move income to their family
- Engineering Service Trust Agreement – commonly engineers set up the wrong structure
- Accountants Service Trust Agreement – complies with ATO’s new view on the Phillips case