Getting Started
Accreditation (Entity Establishment)
- How do I get access to the exam required to be an entity establishment specialist facilitator with View Legal?
- How do I get accredited with View Legal as an entity establishment specialist facilitator?
- I was never accredited as an entity establishment specialist facilitator previously – why do I need to be now?
- If I already have accreditation from View as an estate planning facilitator can I automatically be granted entity establishment accreditation?
- Can I share my View accreditation number with other members of my firm?
- I was never accredited as an entity establishment specialist facilitator previously – why do I need to be now?
Membership
- I am locked into a 12 month contract with an online template document provider – can I exit this arrangement early?
- My preference would be to pay for each entity establishment as I go. Do you offer anything other than a monthly membership?
- Do you offer ongoing support on a pay-as-you-go basis?
- What branding can I have on the legal documents produced by View?
- What if I do not use all my entity set ups in a particular month?
- What if I do over use all my entity set ups in a particular month?
General
- Can I use a resolution to effect a change of trustee?
- What does EEAASY mean?
- Is providing a customer a legal document really providing legal advice if I am not a lawyer?
- I was sure digital signatures were valid?
- If I use View’s entity establishment platform, who is providing the legal advice?
- Don’t all legal template platforms provide legally backed documents?
Companies
- Are discretionary dividend access or dividend only shares (DOS) a standard feature of the View Legal constitution?
- Are the Trust Distribution Minutes contained in our package a resolution? In this regard, what is the difference between a resolution of directors and minutes of the meeting?
- Are there any words which are prohibited to use in company names when a new company is being incorporated?
- ASIC Error codes and what they mean to assist with progressing your company registration
- Can a director be removed from a Pty Ltd company by the shareholders?
- Can a proprietary company have directors residing overseas?
Discretionary Trusts
- Can a will maker regulate the control of a discretionary trust under their will?
- How do the new NSW foreign beneficiary rules affect discretionary trusts and testamentary trusts?
- Is a variation required for the change of name of a person named in a trust deed (i.e. due to marriage)?
- Can the trustee of a discretionary trust be the same person as a principal (or appointor)?
- Does the definition of ‘distributable income’ in View Legal's discretionary trust deed distinguish between ‘trust income’ and ‘taxable income’?
- Do View Legal discretionary trust deeds ensure that if there are 2 trustees appointed initially, a retiring trustee is discharged?
Division 7A
- Do View Legal Division 7A loan documents need to be deeds?
- Can View Legal assist with Division 7A loan agreements that cover UPE?
- Why does the drawdown acknowledgement in the View Legal Division 7A Loan Agreement included as part of the View Legal company constitution only allow for loans from the company to individual shareholders?
- Why does the View Legal Division 7A Loan Agreement (including as set out in the View Legal company constitution) not refer to a specific loan amount that has been advanced at the start of the lending arrangements?
- If we have a View Legal Division 7A loan agreement (either stand alone or via a company constitution), how can we give notices of drawdowns?
- Are View Legal Division 7A agreements compliant with all current laws?
SMSF
- Do I need to prepare a Deed of Variation to reflect a change of name of the corporate trustee?
- Is there a non-lapsing BDBN on the View Legal platform?
- Do I need to prepare a Deed of Variation to record the change of name of an SMSF?
- What are the options where the SMSF deed states that a member may give the trustee a death benefit nomination notice?
- How can I evidence that Bitcoin (or other crypto-currencies) are held by an SMSF?
- What is the process to be followed if an SMSF deed to be updated does not have a variation power?
Unit Trust
- Does View Legal offer hybrid trusts, or unit trusts that have ‘special’ units?
- Can units be allotted to other unitholders after the date of establishment of a unit trust?
- Where a trust deed is amended to make the trust a NSW fixed trust for land tax purposes, is it possible to obtain a refund for the additional land tax paid in prior years?
- Does the NSW land tax fixed trust deed have formal approval from the NSW Office of State Revenue?
- How is View Legal’s hybrid trust structured?
- Can the same corporate trustee be used for other trusts?