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PREVENTATIVE LEGAL SERVICES
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 business 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 of 25% off scale of fees. |
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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 Preferred Member Discount rate of 25% off scale of fees. |
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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 (8 per month non-cumulative) |
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| From the sixth membership year onward, your membership will include a minimum of eight (8) 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 Preferred Member Discount rate of 25% off scale of fees. |
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| Contract/Document Preparation (One subject matter per contract/document) |
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| First membership year: Up to three (3) hours per per contract/document per subject matter |
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| Second membership year: Up to four (4) hours per contract/document per subject matter |
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| Third membership year: Up to five (5) hours per contract/document per subject matter |
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| Fourth membership year: Up to six (6) hours per contract/document per subject matter |
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| Fifth membership year: Up to seven (7) hours per contract/document per subject matter |
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| From the sixth membership year onward, your membership will include a maximum of eight (8) hours per contract/document per month per subject matter. Additional contracts/documents provided at Preferred Member Discount rate of 25% off scale of fees. |
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| Recoveries/Debtors |
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| Debt collection - up to four 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. |
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| Insurance Law |
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| Advice, consultation, correspondence (letters to third parties) and representation in relation to insurance matters relating to the business entity. |
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| Specialist Consultation |
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| Additional telephone or personal consultation consisting of up to two (2) hours of advice per matter for certain legal matters each membership year |
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| Wills |
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| Two Simple Wills (Primary member + Spouse or Partner) Including powers of attorney. 5 hours per Will per year for review. |
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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 for the business to the value of $1,200,000.00 or less will be at no cost to the business. Settlement fees on the sale or purchase of land, property to a value in excess of $1,200,000.00 will be charged on that portion which exceeds $1,200,000.00 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. Additional transactions for the business or personal at 50% off of the settlements agent's scale of fees. |
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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 $1,200,000.00 or less will be at no cost to the business. Settlement fees on the sale or purchase of a business to a value in excess of $1,200,000.00 will be charged on that portion which exceeds $1,200,000.00 only. Any chargeable portion will be charged at the rate of 75% of (25% off) the Legal Service Provider'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. Additional transactions for the business or personal at 50% off of the legal service provider's scale of fees. |
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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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| 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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| Services under this section provided under Preventative Legal Services. |
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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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| Services under this section provided under Preventative Legal Services. |
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| MEDICAL/DENTAL/HEALTH PROFESSIONAL NEGLIGENCE |
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| The member may have reviewed and investigated by the Legal Service Provider any cause of action against a medical/dental/health professional or a hospital for a negligent medical/dental/health procedure where the covered member is an aggrieved party Membership includes a maximum sixty (60) hours aggregate of solicitor’s time and covers all civil proceedings and/or criminal charges, at no extra cost. Of the sixty (60) hours solicitor’s time, fifteen (15) hours may be used for all legal services rendered prior to actual trial. |
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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. 120 total hours - 30 hours of which is for legal services prior to trial. |
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| Membership Year 2. 160 total hours - 40 hours of which is for legal services prior to trial. |
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| Membership Year 3. 200 total hours - 50 hours of which is for legal services prior to trial. |
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| Membership Year 4. 240 total hours - 60 hours of which is for legal services prior to trial. |
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| Membership Year 5. 280 total hours - 70 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 three hundred and twenty (320) hours aggregate of solicitors time (trial time) plus a maximum of one hundred (100) 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 sixty (60) hours for legal consultation and advice, negotiation and discussion with the Australian Taxation Office upon receipt of a notice and sixty (60) 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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| PLEASE NOTE: The levels and type of legal services provided here are for information purposes and are a guide only and the plan membership contracts are the definitive guide for all levels and types of legal services provided. |
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Legal Plans 
