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| PREVENTATIVE LEGAL SERVICES |
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| Legal Consultation Services |
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| The business entity may receive telephone or personal consultations and advice, including phone calls to third parties on the covered entity’s behalf, during normal business hours, concerning any legal matters of the covered business entity to the extent the Legal Service Provider deems it necessary to adequately advise the covered business entity on the legal matter. This covers the initial consultation and advice required to advise the covered business entity of its legal position, as the Legal Service Provider considers reasonable. If, at the Legal Service Provider’s sole discretion, the legal matter cannot be adequately addressed during the course of a telephone or personal consultation, the Legal Service Provider will provide legal consultation and advice in person for up to one hour. Benefits under this section are limited to one hour per matter of legal consultation and advice concerning the matter. Additional consultation or advice on the same subject matter at a Preferred Member Discount rate. |
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| Legal Correspondence Services (One subject matter per letter) |
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| First year membership: 24 business letters per year (2 per month non-cumulative) |
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| Second membership year: 36 business letters per year (3 per month non-cumulative) |
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| Third membership year: 48 business letters per year (4 per month non-cumulative) |
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| Fourth membership year: 60 business letters per year (5 per month non-cumulative) |
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| Fifth membership year: 72 business letters per year (6 per month non-cumulative) |
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| From the sixth membership year onwards your membership will include a maximum of eighty-four (84) business letters per year, seven (7) per month (non-cumulative) on any subject matter in the same month. Additional letters provided at a Preferred Member Discount rate. |
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| Contract/Document Review (One subject matter per contract/document) |
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| First membership year: 24 documents or contracts per year (2 per month non-cumulative) |
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| Second membership year: 36 documents or contracts per year (3 per month non-cumulative) |
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| Third membership year: 48 documents or contracts per year (4 per month non-cumulative) |
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| Fourth membership year: 60 documents or contracts per year (5 per month non-cumulative) |
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| Fifth membership year: 72 documents or contracts per year (6 per month non-cumulative) |
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| From the sixth membership year onward, your membership will include a minimum of seven (7) documents or contracts reviewed per month (non-cumulative) a total of eighty four (84) business contract or documents per year on any subject matter. Additional contracts/documents provided at a Preferred Member Discount rate. |
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| Contract/Document Preparation (One subject matter per contract/document) |
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| First membership year: Up to four (4) hours per contract/document per subject matter |
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| Second membership year: Up to five (5) hours per contract/document per subject matter |
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| Third membership year: Up to six (6) hours per contract/document per subject matter |
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| Fourth membership year: Up to seven (7) hours per contract/document per subject matter |
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| Fifth membership year: Up to eight (8) hours per contract/document per subject matter |
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| From the sixth membership year onward, your membership will include a maximum of nine (9) hours per contract/document per month per subject matter. Additional contracts/documents provided at a Preferred Member Discount rate. |
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| Recoveries/Debtors |
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| Debt collection - up to six initial letters of demand per month, (non-cumulative) |
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| Provide advice and negotiation on any debt, including breaches of all forms of consignment, bills of sale and other contracts, as well as the enforcement of such debt (no more than six per month non-cumulative, one per subject matter in the same month). |
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| Insurance Law |
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| May have interpreted, reviewed and prepared by the Legal Service Provider any personal mortgages, bills of sale, charges or other personal security documents in which the covered member is a contracting party. |
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| Specialist Consultation |
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| Additional telephone or personal consultation consisting of up to one (1) hour of advice per matter for certain legal matters each membership year |
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| LAND/BUSINESS LAW |
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| One purchase and one sale of land or property per year. |
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| Settlement fees on the sale or purchase of land, property to the value of $850,000.00 or less will be at no cost to the member. Settlement fees on the sale or purchase of land, property to a value in excess of $850,000.00 will be charged on that portion which exceeds $850,000.00 only. Any chargeable portion will be charged at the rate of 75% of (25% off) the Settlement Agent's scale of fees for this service. Investment property sale or purchase at a 50% discount off the Settlement Agents Scale of Fees for this service. A waiting period may apply and this plan should be read in conjunction with the contract Terms and Conditions. |
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| One purchase and one sale of a business per year. |
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| Settlement fees on the sale or purchase of a business to the value of $850,000.00 or less will be at no cost to the member. Settlement fees on the sale or purchase of a business to a value in excess of $850,000.00 will be charged on that portion which exceeds $850,000.00 only. Any chargeable portion will be charged at the rate of 75% of (25% off) the Settlement Agent's scale of fees for this service. A waiting period may apply and this plan should be read in conjunction with the contract Terms and Conditions. |
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| BANKING & FINANCE |
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| The business entity may have interpreted, reviewed and prepared by the Legal Service Provider any personal mortgages, bills of sale, charges or other personal security documents in which the business entity is a contracting party. |
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| During normal business hours, may receive telephone or personal consultations and correspondence, concerning any legal matter relating to loan recovery, mortgagee sales, foreclosures and enforcement of securities, including bills of sale, charges and other debt securities of which the business entity is contracted as the borrower or provider of security. |
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| MOTOR VEHICLE/COMMERCIAL CRAFT LEGAL SERVICES |
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| Defence for civil or criminal charges/drivers licence assistance (extraordinary and special) Up to six (6) hours consultation and preparation time and six (6) hours actual court time per matter. |
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| EMPLOYMENT & WORKPLACE RELATIONS |
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| The business entity may have reviewed or prepared by the Legal Service Provider any Workplace Agreements or Contracts of Employment in which the business entity is a contracting party. In addition provision is made for defence of any claim for unfair dismissal, unpaid contractual entitlements, harassments and discrimination and workers compensation issues, Including advice, representation and preparation. |
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| COURT PROCEEDINGS |
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| Membership provides for the defence or pursuit of a civil or criminal matter. |
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| Membership Year 1. 80 total hours - 20 hours of which is for legal services prior to trial. |
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| Membership Year 2. 100 total hours - 25 hours of which is for legal services prior to trial. |
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| Membership Year 3. 120 total hours - 30 hours of which is for legal services prior to trial. |
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| Membership Year 4. 140 total hours - 40 hours of which is for legal services prior to trial. |
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| Membership Year 5. 160 total hours - 45 hours of which is for legal services prior to trial. |
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| From the sixth membership year onwards your membership will include a maximum of two hundred (200) hours aggregate of solicitors time (trial time) plus a maximum of sixty (60) hours aggregate of solicitors time (pre-trial time), for any court proceedings and pre-trial legal services respectively. |
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| INCOME TAXATION LEGAL SERVICES |
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| Includes up to thirty (30) hours for legal consultation and advice, negotiation and discussion with the Australian Taxation Office upon receipt of a notice and thirty (30) hours for trial representation, if required for your business. |
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| PREFERRED MEMBER DISCOUNT |
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| Other legal services not specifically provided by this plan are provided at a 25% discount off the Legal Service Provider's standard hourly rate for representation or service. This includes matters either pre-existing in nature or currently on foot and being dealt with or requiring legal action as a result of a prior occurrence. |
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Legal Plans 
