Equipping advisers, accountants, and tax agents with authoritative technical calculators, legal-grade tools, and direct lawyer support.
Legal direction & deed architecture maintained by Terence Wong, Principal Lawyer (10+ years practising in SMSF & trusts; 5+ years Legal Practice Director at Constitute / Docscentre / Topdocs developing leading trust deeds; LIV Technology & Innovation Committee Member; Guest SMSF & Trusts Specialist Presenter at Leo Cussen Centre for Law). Available by phone or in person before and after document dispatch.
Summarized rulings, case notes, and legislative analysis for complex SMSF & Trust scenarios.
Fast-track legal replacement applications for lost, damaged, or unlocatable SMSF trust deeds.
Prepare family trust clients for the pending 30% trustee-level minimum tax under 2027 rollover relief.
Submit a query for your firm's client matter. Terence Wong, Principal Lawyer, will review and generate a formal technical brief.