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SMSF Agreements

DescriptionPrice*
Tenants in common agreementPOA
Commercial, investment and related agreementsPOA

Tenants in common agreement

A tenants in common (‘TIC’) agreement outlines the terms and conditions relating to the ownership of real property that is owned as tenants in common. A TIC agreement can provide certainty in situations such as where one co-owner wants to sell at a price that the other co-owner does not agree to. The TIC agreement has a process to overcome deadlocks and disputes in arriving at fair market value.

Our TIC agreement package covers, amongst other things, death, disablement, compulsory and voluntary sales. The package includes:

  • detailed agreement;
  • detailed explanatory memo;
  • covering letter; and
  • trustee resolutions.

 

Commercial, investment and related agreements

We can provide advice, drafting input and feedback on a range of other agreements that relate to SMSFs.

Commercial, investment and related agreements
We can provide SMSF, legal and tax input and feedback on a range of other agreements that relate to SMSFs including:

  • Whether an investment in a unit trust, company, partnership or other structure would give rise to any SMSF, legal or tax issues
  • Whether a unitholders or shareholders agreement would contravene any superannuation law
  • Other agreements that are entered into by SMSFs
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