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Prepare modern Estate Planning documents, such as Wills, Enduring Powers of Attorney and Appointments of Enduring Guardians.
Automate your own Documents, or distribute them to clients over the internet.
Prepare Pension Minutes, including Simple Account Based Pensions and Transition to Retirement Pensions.
Prepare comprehensive Discretionary "Family" Trusts and Units Trusts.
We offer two types of training: System training; and Document training System training Please call us if you require assistance with any aspect of using WordFusion. For example: Downloading and insta... Read More..
You can use WordFusion to prepare a new Super Fund Deed or update an existing Super Fund Deed. What is included in our Self-Managed Super Fund? Each Self-Managed Super Fund comes complete with the fo... Read More..
Most importantly, WordFusion is not an entirely "self-serve" system. We are here to help with implementing the system within your IT environment, providing training on Document-specific issues, assis... Read More..
You can prepare any of the following Trust Documents using WordFusion: Discretionary Trusts Units Trusts Self-Managed Super Funds Changes of Trustee (of any of the above) Download our Trust and Super... Read More..