Key Risk Checklist: Personal Property Securities Act 2009 – practice management

11 June, 2014

Office management ☐  Develop an office policy on Personal Property Securities Act 2009 (Cwlth) (PPS Act) issues and distribute the policy to all staff. Some examples of matters to include in the policy are: allocating the searching of the personal property securities register (PPSR) and registrations to one person in the office and making sure […]

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Key Risk Checklist: Preparation of wills

14 October, 2013

Superannuation ☐  Obtain details of the client’s superannuation fund and policy. ☐  Determine whether the fund has binding, non-binding or no nominations. ☐  Review the superannuation fund trust deed if necessary. ☐  Alternatively, advise the client orally and in writing to contact the superannuation fund and obtain details of the nomination arrangements. The client should […]

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