Order a document

Order legal documents you need quickly and conveniently.

Place your oder and receive professionally prepared documents with clarity and confidence.

Complete the form online and it comes straight to us.

Documents are prepared by PV Legal on receipt of your instructions. Complete the form online and it comes straight to us. Submitting an order does not create a solicitor–client relationship until we confirm.

Business & Property

Use our order forms for a broad range of company, trust, business and property matters, including entity establishment, commercial agreements, ownership and restructuring arrangements, transactions and property-related documentation.

Incorporation

Company

Incorporate a new Pty Ltd company — name preferences, registered office, directors and shareholders.

Trust Deed

Discretionary Trust

Full family trust deed with settlor, trustee, beneficiary and appointor provisions. Supports company or individual trustees.

Trust Deed

Unit Trust

Fixed unit trust deed with details captured for each initial unitholder and their unit allocation.

Incorporation

Company

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

Section A · Person ordering

Complete only if different from the client below. Documents and invoices go here unless stated otherwise.

Person ordering

Company name (if applicable)

Street address

Postal address, if different

Phone

Section B · Client details

Details of the client forming the new company.

Full name*

Home address

Postal address, if different

Phone

Section C · Company details

Proposed name, registered office and principal place of business. “Pty Ltd” is added automatically.

Company name — 1st preference*

Company name — 2nd preference

Company name — 3rd preference

What State do you want this company to be incorporated

Registered office

Street address

Suburb / town

Postcode

State

Principal place of business

Street address

Suburb / town

Postcode

State

Section D · Director / secretary details

Director / secretary #1

Full name

Home address

Date of birth

Place of birth

Should this person also be a

Secretary

Public officer

Both

Neither

Director / secretary #2

Full name

Home address

Date of birth

Place of birth

Should this person also be a

Secretary

Public officer

Both

Neither

Director / secretary #3

Full name

Home address

Date of birth

Place of birth

Should this person also be a

Secretary

Public officer

Both

Neither

Section E · Shareholder details

Shareholder #1

Issue price per share

$1.00

Other

Full name

Home address

Date of birth

Place of birth

Share class

Number of shares

If a trust holds the shares

Complete only if the shareholder is a trust.

Shareholder #2

Issue price per share

$1.00

Other

Full name

Home address

Date of birth

Place of birth

Share class

Number of shares

If a trust holds the shares

Complete only if the shareholder is a trust.

Shareholder #3

Issue price per share

$1.00

Other

Full name

Home address

Date of birth

Place of birth

Share class

Number of shares

If a trust holds the shares

Complete only if the shareholder is a trust.

Section F · Other instructions

Additional instructions

Consent*

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.*

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Trust Deed

Discretionary Trust

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

Section A · Person ordering trust

Documents and invoices go to the person ordering unless stated otherwise.

Person ordering trust*

Company name (if applicable)

Street address

Postal address, if different

Phone

Email*

Section B · Trust details

Full name of trust*

Full name of settlor

Anyone such as a friend or adviser who will advance $10 — cannot be anyone related to you.

Settlor’s residential address

Section C · Trustee details

Corporate trustees are preferred. Choose one — the form shows only the relevant fields.

Trustee type*

Company trustee

Individual trustee(s)

Company trustee status

Existing company

New — PV Legal to establish (complete Company Order Form)

Company name

Leave blank if PV Legal is incorporating the company — a separate company order form will be needed.

ACN

Registered office address

Directors of the trustee company

Director #1

Director #2

Director #3

Director #4

Trustee #1

Full name

Residential address

Trustee #2

Full name

Residential address

Section D · Main beneficiaries & appointor

Provide the primary beneficiary details and identify who will act as Appointor.

Primary beneficiary #1

Full name

Exclude spouses and partners of children from the class of beneficiaries?

Yes

Also Appointor?

Yes

Exclude Foreign Persons — individual who is not an Australian citizen or a permanent resident? (this is to exclude foreign surcharge duty)

Yes

Primary beneficiary #2

Full name

Exclude spouses and partners of children from the class of beneficiaries?

Yes

Also Appointor?

Yes

Exclude Foreign Persons — individual who is not an Australian citizen or a permanent resident? (this is to exclude foreign surcharge duty)

Yes

How are Appointors to act?

Jointly

Successively

Other

If other — please specify

Governing law

Governing law / jurisdiction

Section E · Other instructions

Special provisions or other instructions

Consent*

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.*

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Trust Deed

Unit Trust

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Instagram

This field is for validation purposes and should be left unchanged.

Section A · Order details

For the person or firm providing the instructions and delivery preferences.

Date

Person ordering*

Firm / company

Phone

Email*

Section B · Trust details

Full name of trust*

Section C · Trustee details

Corporate trustees are preferred. Choose one — the form shows only the relevant fields.

Trustee type*

Company trustee

Individual trustee(s)

Company trustee status

Existing company

New — PV Legal to establish (complete Company Order Form)

Company name

Leave blank if PV Legal is incorporating the company — a separate company order form will be needed.

ACN

Registered office address

Directors of the trustee company

Director #1

Director #2

Director #3

Director #4

Trustee #1

Full name

Residential address

Trustee #2

Full name

Residential address

Section D · Initial unitholders

Complete the details for each initial unitholder.

Unitholder #1

Full name / entity name

Number of units held

Issue price per unit

$1.00

Other

ACN (if applicable)

If Sole Director — Full name

If Two Directors — Full names for each Director

Registered office (if company)

Residential address (if individual)

Unitholder #2

Full name / entity name

Number of units held

Issue price per unit

$1.00

Other

ACN (if applicable)

If Sole Director — Full name

If Two Directors — Full names for each Director

Registered office (if company)

Residential address (if individual)

Unitholder #3

Full name / entity name

Number of units held

Issue price per unit

$1.00

Other

ACN (if applicable)

If Sole Director — Full name

If Two Directors — Full names for each Director

Registered office (if company)

Residential address (if individual)

Unitholder #4

Full name / entity name

Number of units held

Issue price per unit

$1.00

Other

ACN (if applicable)

If Sole Director — Full name

If Two Directors — Full names for each Director

Registered office (if company)

Residential address (if individual)

Governing law

Governing law / jurisdiction

Section E · Other instructions

Additional instructions

Consent*

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.*

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Tax & Structuring

Use our order forms for a broad range of tax and structuring matters, including division 7A loan agreements, tax sharing and funding arrangements, related tax and structuring implementation documentation.

Loan Agreement

Division 7A — 7 year

Compliant unsecured loan agreement over a 7-year term, with borrower, lender and loan details.

Loan Agreement

Division 7A — 25 year

Secured loan agreement over a 25-year term. Includes secured property details and supporting document upload.

Tax

Tax Sharing Agreement

Tax sharing agreement for members of a consolidated tax group.

Tax

Tax Funding Agreement

Tax funding agreement for funding group tax liabilities.

Tax

Indirect Tax Sharing Agreement

Indirect tax sharing agreement for members of a GST group.

Loan Agreement

Division 7A — 7 year

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

X/Twitter

This field is for validation purposes and should be left unchanged.

Section A · Order details

For the person or firm providing the instructions.

Date

Person ordering*

Firm / company

Phone

Email*

Section B · Borrower details

Complete the individual or corporate borrower details that apply.

Individual borrower #1

Full name

Residential address

Individual borrower #2

Full name

Residential address

Corporate Trustee Borrower #1

Full company name

Include the full name of the trust if the company acts as trustee.

ACN

Registered office address

If Sole Director — Full name

If Two Directors — Full names for each Director

Corporate Trustee Borrower #2

Full company name

Include the full name of the trust if the company acts as trustee.

ACN

Registered office address

If Sole Director — Full name

If Two Directors — Full names for each Director

Section C · Lender details

Provide the details of the lender under the Division 7A loan agreement.

Full company name

Include the full name of the trust if the company acts as trustee.

ACN

Registered office address

If Sole Director — Full name

If Two Directors — Full names for each Director

Section D · Loan details

Amount of loan ($)

Commencement date for loan

Section E · Other instructions

Additional instructions

Consent*

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.*

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Loan Agreement

Division 7A — 25 year

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Name

This field is for validation purposes and should be left unchanged.

Section A · Order details

For the person or firm providing the instructions.

Date

Person ordering*

Firm / company

Phone

Email*

Section B · Borrower details

Complete the individual or corporate borrower details that apply.

Individual borrower #1

Full name

Residential address

Individual borrower #2

Full name

Residential address

Corporate Trustee Borrower #1

Full company name

Include the full name of the trust if the company acts as trustee.

ACN

Registered office address

If Sole Director — Full name

If Two Directors — Full names for each Director

Corporate Trustee Borrower #2

Full company name

Include the full name of the trust if the company acts as trustee.

ACN

Registered office address

If Sole Director — Full name

If Two Directors — Full names for each Director

Section C · Lender details

Provide the details of the lender under the Division 7A loan agreement.

Full company name

Include the full name of the trust if the company acts as trustee.

ACN

Registered office address

If Sole Director — Full name

If Two Directors — Full names for each Director

Section D · Loan details

Amount of loan ($)

Commencement date for loan

Secured property

What properties are secured by the loan? Provide the details for each.

Property #1

Property address

Rates notice or title search

Click to upload

Property #2

Property address

Rates notice or title search

Click to upload

Section E · Other instructions

Additional instructions

Consent*

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.*

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Tax

Tax Sharing Agreement

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Name

This field is for validation purposes and should be left unchanged.

Section A · Person ordering

Only if different from the client. Documents and invoices go here unless stated otherwise.

Date

Person ordering*

Firm / company

Phone

Email*

Section B · Agreement overview

Work requested

New TSA

Replace earlier TSA

Amend / update existing TSA

Proposed agreement date

Commencement date

Governing law / jurisdiction

Section C · Consolidated group & head company

The head company and contributing members are listed in the schedule.

Name of consolidated group (if used)

Head company — legal name*

Head company — ACN / ABN

Registered office address

Section D · Head company execution details

Head company signatories

Director / signatory 1

Director / signatory 2

Email 1

Email 2

Phone 1

Phone 2

Income year / reporting period end

Contributing members

Complete for each entity that is a party to the agreement. You can add more than four.

Contributing member #1

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Contributing member #2

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Contributing member #3

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Contributing member #4

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Section E · Earlier agreements

Is there an earlier Tax Sharing Agreement?

Yes

Date of earlier TSA (if applicable)

Is there a current Tax Funding Agreement?

Yes

To be prepared

Date of current TFA (if applicable)

Copy of TSA / TFA attached?

TSA attached

TFA attached

None

Section F · Joining & leaving members

Deed of Adherence required now?

Yes

Adhering entity name (incl. ACN/ABN)

Effective date of adherence

Deed of Release required now?

Yes

Leaving member name

Proposed leaving time / exit date

Exit payment / demand instructions

Section G · Documents to provide

Existing / earlier TSA

Attached

To follow

Not applicable

Current Tax Funding Agreement

Attached

To follow

Not applicable

Consolidated group structure / entity list

Attached

To follow

Attach supporting documents

Click to upload

Section H · Other instructions

Additional instructions

Consent

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Tax

Tax Funding Agreement

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

Section A · Person ordering

Only if different from the client. Documents and invoices go here unless stated otherwise.

Person ordering*

Company / firm name

Street address

Postal address, if different

Phone

Email*

Section B · Agreement overview

Work requested

New TSA

Replace earlier TSA

Amend / update existing TSA

Proposed agreement date

Commencement date

Governing law / jurisdiction

Section C · Consolidated group & head company

The head company and contributing members are listed in the schedule.

Name of consolidated group (if used)

Head company — legal name*

Head company — ACN / ABN

Registered office address

Section D · Head company execution & adviser details

Head company signatories

Director / signatory 1

Director / signatory 2

Email 1

Email 2

Phone 1

Phone 2

Financial year / annual reporting period end

Funding members

Complete for each subsidiary member that is a party to the agreement. You can add more than four.

Funding member #1

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Funding member #2

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Funding member #3

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Funding member #4

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Section E · Existing TSA & earlier funding agreements

Is there a current Tax Sharing Agreement (TSA)?

Yes

To be confirmed

Date of current TSA

Parties to current TSA

Copy of TSA attached?

Yes

Is there an earlier Tax Funding Agreement?

Yes

Date of earlier TFA (if applicable)

How should the earlier TFA be treated?

Replaced from commencement date

Other (see instructions)

Section F · Joining & leaving members

Deed of Adherence required now?

Yes

Adhering entity name

Effective date of adherence

Deed of Release required now?

Yes

Leaving member name

Proposed leaving time / exit date

Funding notice / exit amount instructions

Section G · Documents to provide

Current TSA

Attached

To follow

Not applicable

Existing / earlier TSA

Attached

To follow

Not applicable

Consolidated group structure / entity list

Attached

To follow

Attach supporting documents

Click to upload

Section H · Other instructions

Additional instructions

Consent

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Tax

Indirect Tax Sharing Agreement

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

Section A · Person ordering

Only if different from the client. Documents and invoices go here unless stated otherwise.

Person ordering*

Company / firm name

Street address

Postal address, if different

Phone

Email*

Section B · Agreement overview

Work requested

New TSA

Replace earlier TSA

Amend / update existing TSA

Proposed agreement date

Commencement date

Governing law / jurisdiction

Section C · GST group & representative member

GST group name (if used)

Representative member — legal name*

ACN / ABN

Registered office address

Phone

Section D · Indirect tax scope & execution

Tax period / return frequency

Monthly

Quarterly

Other

Signatories

Director / signatory 1

Director / signatory 2

Email 1

Email 2

Phone 1

Phone 2

Contributing members

Complete for each entity that is a party to the agreement. You can add more than four.

Contributing member #1

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Contributing member #2

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Contributing member #3

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Contributing member #4

Legal name

ACN / ABN

Registered office

Director / signatory 1

Director / signatory 2

Status

Existing member

New / adhering entity

Date joined / expected to join

Section E · Earlier ITSA information

Is there an earlier Indirect Tax Sharing Agreement?

Yes

Date of earlier ITSA (if applicable)

Copy of earlier ITSA attached?

Yes

Tof follow

Section F · Joining & leaving members

Deed of Adherence required now?

Yes

Adhering entity name

Effective date of adherence

Deed of Release required now?

Yes

Leaving member name

Proposed leaving time / exit date

Exit payment / demand instructions

Section G · Documents to provide

Existing / earlier TSA

Attached

To follow

Not applicable

GST group structure / entity list

Attached

To follow

Attach supporting documents

Click to upload

Section H · Other instructions

Additional instructions

Consent

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Estate & Wealth

Use our order forms for a broad range of estate planning and wealth advisory matters, including wills, superannuation and intergenerational wealth-transfer arrangements.

Estate

Estate Planning Questionnaire

Capture a client’s estate planning instructions so we can prepare their wills and related documents.

Superannuation

SMSF

Establish a self-managed super fund — fund name, trustee structure and member applicants.

SMSF Limited Recourse Borrowing

Bare Trust / Custodian

Bare trust / custodian deed to hold an asset for an SMSF under an LRBA.

Estate

Estate Planning Questionnaire

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

X/Twitter

This field is for validation purposes and should be left unchanged.

Section 1 · Personal details

Complete the sections relevant to you. If unsure about an item, leave it blank and we can discuss it.

Client 1

Full name*

Occupation

Marital status

Residential address

Email*

Telephone

Client 2

Full name

Occupation

Marital status

Residential address

Telephone

Section 2 · Family tree

An overview of your immediate family — parents, spouse or partner, siblings and children.

Person 1

Full name

Date of birth

Relationship / status

Person 2

Full name

Date of birth

Relationship / status

Person 3

Full name

Date of birth

Relationship / status

Person 4

Full name

Date of birth

Relationship / status

Section 4 · Assets & liabilities

A high-level snapshot of your personal asset position. Note whether each asset is owned solely or jointly.

Main residence

Description

Ownership

Estimated value ($)

Liabilities ($)

Estimated net value ($)

Investment property

Description

Ownership

Estimated value ($)

Liabilities ($)

Estimated net value ($)

Motor vehicle(s)

Description

Ownership

Estimated value ($)

Liabilities ($)

Estimated net value ($)

Shares / listed investments

Description

Ownership

Estimated value ($)

Liabilities ($)

Estimated net value ($)

Managed funds / portfolio

Description

Ownership

Estimated value ($)

Liabilities ($)

Estimated net value ($)

Cash / bank deposits

Description

Ownership

Estimated value ($)

Liabilities ($)

Estimated net value ($)

Business interests

Description

Ownership

Estimated value ($)

Liabilities ($)

Estimated net value ($)

Other assets

Description

Ownership

Estimated value ($)

Liabilities ($)

Estimated net value ($)

Section 5 · Superannuation

Superannuation does not automatically form part of your estate.

Name of superannuation fund (industry / retail / SMSF)

Approximate current member balance ($)

Do you have a binding death benefit nomination (BDBN)?

Yes

Section 6 · Other estate-planning documents

Please note which documents you already have and provide copies where possible.

Client 1 — documents

Enduring Power of Attorney — do you have one?

Yes

Advance Health Directive — do you have one?

Yes

Superannuation death benefit nomination — do you have one?

Yes

Existing trust or company succession documents — do you have any?

Yes

Client 2 — documents

Enduring Power of Attorney — do you have one?

Yes

Advance Health Directive — do you have one?

Yes

Superannuation death benefit nomination — do you have one?

Yes

Existing trust or company succession documents — do you have any?

Yes

Section 7 · Additional comments / instructions

Additional matters, concerns or instructions

Consent

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

Superannuation

SMSF

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Name

This field is for validation purposes and should be left unchanged.

Section A · Order details

For the person or firm providing the instructions.

Date

Person ordering*

Firm / company

Phone

Email*

Section B · Fund details

Proposed fund name*

Section C · Trustee structure

Choose one — complete only the trustee section that applies.

Trustee type*

Company trustee

Individual trustee(s)

Company trustee status

Existing company

New — PV Legal to establish (complete Company Order Form)

Company trustee name

If PV Legal is establishing the company, name and ACN may be left blank until incorporation. A separate Company Order Form will be required.

ACN

Registered office address

Directors

If sole director — full name

If two directors — full name of each

Section D · Applicants for membership

Provide the details of each applicant for membership of the fund.

Applicant / member #1

Full name

Date of birth

Residential address

Phone

Applicant / member #2

Full name

Date of birth

Residential address

Phone

Applicant / member #3

Full name

Date of birth

Residential address

Phone

Applicant / member #4

Full name

Date of birth

Residential address

Phone

Applicant / member #5

Full name

Date of birth

Residential address

Phone

Applicant / member #6

Full name

Date of birth

Residential address

Phone

Governing law

Governing law / jurisdiction

Section E · Other instructions

Additional instructions

Consent

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.

SMSF Limited Recourse Borrowing

Bare Trust / Custodian

Complete all relevant fields — this comes straight to PV Legal

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

Section A · Order details

For the person or firm providing the instructions.

Date

Person ordering*

Firm / company

Phone

Email*

Section B · Bare trust details

Proposed bare trust name*

Governing law / jurisdiction

Section C · Trustee structure

Choose one — complete only the trustee section that applies.

Trustee type*

Company trustee

Individual trustee(s)

Company trustee status

Existing company

New — PV Legal to establish (complete Company Order Form)

Company trustee name

If PV Legal is establishing the company, name and ACN may be left blank until incorporation. A separate Company Order Form will be required.

ACN

Registered office address

Director 1 — full name

Director 2 — full name (if applicable)

Section D · Beneficiary / SMSF details

The beneficiary is the fund trustee acting for the fund. Provide the exact legal names.

SMSF / fund name*

Fund trustee — exact legal name(s)*

Fund trustee ACN (if a company)

Section E · Asset details

Provide enough detail to identify the asset clearly.

Property address

Asset description

Title reference / lot on plan (if known)

Other identifying details

Section F · Other instructions

Additional instructions

Consent

I confirm I’m authorised to provide these instructions and agree to PV Legal’s privacy notice. My details are handled securely and used only to prepare this document.

Submitting this order does not create a solicitor–client relationship. PV Legal will confirm engagement before any document is prepared.