Here at Biz Lawyers & Advisory, we are very pleased to have helped our clients to successfully complete the following Transactions.
Commercial Loans and Property Finance
- Advising a large property company on a $16M refinance of its commercial asset located in North Sydney including negotiating the facility agreement, real property mortgage and general security agreements.
- Negotiating a loan agreement, property mortgage and general security agreement in relation to a $5.6M refinance for a luxury property in the Inner West of Sydney.
- Reviewing a personal guarantee and indemnity agreement relating to a $4.2M loan to a property development group and providing legal advice to the director guarantors.
- Advising a high net worth individual on a $3.8M refinance of their residential mansion located in Gladesville including negotiating the facility agreement, real property mortgage and general security agreements.
- Providing guarantor legal advice in relation to a $2.5M loan secured by a share mortgage and personal guarantor in order to complete the acquisition of a luxury apartment in the Eastern Suburbs.
- Advising on a $2.4M finance of a partially completed mansion located in the Inner West.
- Preparing loan documentation, including loan agreement and real property mortgages in relation to a refinance of a club in the Hills area.
- Providing guarantor legal advice in relation to a second mortgage loan for a subsidiary of a Sydney restaurant group.
Commercial Agreements
- Reviewing and negotiating a broker agreement between an aggregator and mortgage broker.
- Drafting a broker service agreement to onboard a new residential broker to a financial services company.
- Reviewing and negotiating an authorised credit representative agreement between an aggregator and a broker.
- Advising a service company and preparing various contractual agreements between its suppliers and its customers, including licencing agreements and service level agreements.
- Preparing and advising on the incorporation and registration of a financial company.
- Preparing various referral agreement for property and financial services companies.
- Negotiating a sales agreement for a wine trading company exporting wine overseas.
- Advising on a marketing and referral agreement for a construction company.
- Advising and preparing a contractor agreement for a financial planning company.
- Setting up a unit trust with a corporate trustee structure where all of the units are owned by a discretionary family trust for a number of clients.
Business/Commercial Sale and Purchases
- Assisting with the review, negotiation and finalisation of the purchase of a restaurant in Haymarket.
- Assisting with the review, negotiation and finalisation of the sale of a F45 gym in Sydney CBD.
- Assisting with the review, negotiation and finalisation of the purchase of a F45 gym in Western CBD.
- Negotiating the purchase of a financial advisory client book and trail income.
- Assisting with the review, negotiation and finalisation of the purchase of a number of Soul Origin franchises, including reviewing and advising on the franchise agreement and licensing agreement.
- Assisting with the purchase of commercial property at Orange.
- Assisting with the sale of a financial planning arrangement with AMP.
- Assisting with the review, negotiation and finalisation for the purchase of a café business located in a reputed university in Sydney.
- Preparing a contract for sale of a Startrack courier business and facilitating the assignment of the territory.
- Preparing a contract for sale and finalising settlement of a restaurant/bar business in Bondi Beach.
- Providing our client with advice on the contract to purchase an established business in Bondi, as well as assisting our client in obtaining the consent of the landlord to the assignment of lease.
- Helping our client prepare contracts for sale and facilitate the settlement of a commercial property in Lidcombe.
- Assisting a client negotiate a contract to purchase a commercial property in Hornsby and facilitating funding (by a major Australian bank) and the settlement of the property, as well as issue notices of attornment in relation to the telecommunications lease over the premises.
Commercial Leases
- Negotiating a warehouse lease agreement for a car dealership located in Western Sydney.
- Preparing lease documentation for a café based in Western Sydney.
- Negotiating and finalising a lease agreement of a retail store in Westfields for a Men’s fashion chain.
- Advising on a lease agreement for an antique dealers’ business in Mascot.
- Advising on a sublease agreement for a construction company.
- Drafting a sublease of office premises in the Sydney CBD.
- Advising on commercial lease arrangements in relation to a retail store in Stockland’s Merrylands.
- Assisting a financial services company obtain a sublease of commercial offices in Chatswood.
- Assisting our client with the negotiation of a lease in Canterbury for the establishment and build of a purpose-built indoor swim facility.
- Advising and negotiating a lease agreement for an architectural firm based in Double Bay.
Property and Conveyancing Matters
- Assisting and providing advice to purchasers in relation to a number of off the plan contracts for house and land packages in Mudgee and assisting in finalising the purchase.
- Assisting and providing advice to purchasers in relation to a number of off the plan contracts for house and land packages in Caerleon and assisting in finalising the purchase
- Assisting and providing advice to purchasers in relation to a number of off the plan duplexes in Catalina.
- Assisting and providing advice to purchasers in relation to a number of off the plan contracts for land subdivisions in Cliftleigh, including providing advice on the easements and restrictions on use contained on the land.
- Assisting the purchaser with the purchase of land in Western Sydney.
- Preparing the contract for sale and facilitating the sale and settlement of a luxury apartment in Breakfast Point.
- Preparing the contract for sale and facilitating the sale of house in Surrey Hills.
- Assisting the purchaser with the conveyance of a luxury family home in Baulkam Hills.
- Assisting the purchaser with the purchase of property in Castle Hill.
- Assisting the purchaser with the conveyance of a home in Western Sydney for a knockdown and rebuild.
- Preparing the contract for sale and facilitating the sale of a luxury property in St Leonards.
- Assisting and providing advice to a purchaser of a terrace property at Glebe.
- Assisting and providing advice to a purchaser in relation to an apartment purchase Maroubra.
- Facilitating the purchase of an investment property at Hurlstone Park.
- Facilitating the purchase of an apartment at Meadowbank.
- Reviewing the contract for sale and negotiating the purchase of a property in Kingsgrove.
- Assisting in the settlement and sale of a recently built home in Gledswood Hills.
- Assisting in the settlement and sale of a luxury home in Drummoyne.
- Assisting and providing advice to a purchaser in relation to the purchase of an apartment in Randwick.
- Assisting and providing advice to a purchaser in relation to the purchase of an apartment in Roseberry including reviewing the strata report and advising the client on the defects and issues with the building and ongoing special levies.
- Assisting a purchaser with the purchase of a home in Umina for a sea-change and subsequent sale.
- Reviewing the contract for sale and negotiating the purchase of an investment property at Coogee.
- Assisting a developer with the purchase of a raw development site in Western Sydney for the construction of a triplex.
- Assisting a developer with the purchase of a property in Western Sydney which was later demolished for the construction of a brand-new duplex.
- Assisting a developer with the sale contracts for a number of townhouses in a completed development at Girraween.
- Assisting first home buyers with every step of a conveyance and helping them realise the dream of property ownership in their purchase of a townhouse in Wollongong.
- Assisting with the sale of a ground floor unit at Roseville.
- Helping an SMSF between friends purchase an investment property in Tahmoor.
- Assisting a first time developer purchase a property in Western Sydney in order to build a duplex.
- Helping a long time client with a new purchase of a terrace home at Paddington.
- Assisting a number of purchasers buy their first home/apartment in Wentworth Point.
Wills and Estate Planning and Family Matters
- Assisting clients with the transfer of property between family members, including the assessment and payment of stamp duty on the transfer.
- Helping clients with an effective estate plan which includes preparing a comprehensive will, enduring powers of attorney, appointment of a guardian, and creating testamentary trusts for the effective allocation of assets among beneficiaries.
- Acting for clients in relation to consent orders and property settlements relating to a dissolution of marriage.
Dispute Resolution / Litigation Matters
- Acting for a small business in a defamation matter.
- Acting for small businesses in debt recovery matters.
- Assisting a client in the dissolution of a business with a partner where there was a falling out.
- Assisting a client settle an ATO debt recovery matter and the finalisation of a deed of release and settlement.
- Acting for defendants in frivolous proceedings against them, including making applications to the courts for security of costs.
- Acting for clients in a contentious debt recovery matter and in lodging a complaint with ASIC for fraudulent financial advisory services.
Criminal Matters
- Acting for an accused in a very highly publicised case involving the charge of possessing identity information to commit indictable offence, and facilitating an early guilty plea which resulted in an intensive corrections order and sentence of 180 hours of community service.
- Successfully defending a client in a DUI drink driving charge.
- Successful application for a client to amend an apprehended violence order (AVO).
