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Specialist Retirement Living Services

As part of our retirement village services we assist with the:

  • Establishment of freehold, leasehold and licence schemes, including:
    • providing advice on a retirement village operator’s corporate structure;
    • site acquisition, development, compliance, body corporate and strata title issues (for freehold schemes);
    • providing legal advice on different financial models and tenure types;
    • development and lodgement of the PID; 
    • preparation of the suite of residence contracts (lease, licence, service agreement), tailored to suit the needs of the particular village and financial model; and
    • managing relationships and liaising with developers, scheme operators, town planners, project managers, builders, body corporate managers, consultants, local government authorities and other agencies under retirement village legislation.
  • Ongoing management and operation of retirement village schemes, including:
    • preparation, submission and lodgement of the PID, disclosure statements and related documents for sales;
    • quarterly review and updating of the PID in accordance with business objectives and constantly changing laws; 
    • liaising with residents, scheme operators, village managers, accountants and other parties; and
    • managing all ongoing regulatory compliance issues.
  • The purchase (and sale) of established retirement villages, including:
    • providing advice on and undertaking all necessary due diligence;
    • drafting contract for sale and undertaking all necessary contract negotiations;
    • liaising with all relevant government departments to facilitate transfer of the village to the new scheme operator;
    • attending to settlement and all issues arising post completion; and
    • assisting new scheme operator transitioning old scheme documents to new scheme operator. 

Other related legal services that we provide to our aged care and retirement living clients include:

  • coronial investigations and major clinical incident investigations;
  • corporate governance;
  • dispute resolution;
  • privacy;
  • training and policy development;
  • workplace relations; and
  • workplace health and safety.