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Retirement villages - legal issues paper

Published on 07 Sep 05 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • statutory obligations under retirement villages acts
  • drafting resident agreements
  • loan / licence versus lease premium
  • recurring charges - deferred management fees
  • trust funds - sinking funds and capital replacement funds
  • legal issues for sale and purchase
  • assignment of resident liabilities on sale
  • practical legal issues for transitional rules
  • stamp duty - sale and purchase.

Author profile:

Trevor Edmond
Trevor Edmond is a partner at Wallmans Lawyers, practising in the Commercial and Business Section. Trevor has, for more than 20 years been involved in corporate and commercial matters, advising in most areas of corporate and commercial law, including commercial real estate transactions. Trevor has considerable experience in taxation, trusts, succession and estate planning as well as a significant practice in the retirement village industry. Trevor has also advised in relation to all aspects of business acquisitions, disposals and restructures including leasing issues. Current at 28 May 2009 Click here to expand/collapse more articles by Trevor EDMOND.
 

This was presented at Tax Issues in Building and Operating Retirement Villages.

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