These are practice and property owner agreements that we have produced with independent legal firms. Key features include internal valuations that do not require external valuation of your practice in the event of a retiring partner leaving because of sickness or ill health. We are not lawyers. A legal opinion should be sought. These agreements are used to facilitate a discussion on key areas that affect your practice from entry to exit and how decisions are made. Contact us for further information.

Who do you contact about legal questions?

All agreements need to be tailored to your needs.  You can use the legal helpline that the law firm Hamilton Bailey Legal and Maddox Lawyers (via Cleardocs) provides to our Health and Life clients.  Depending on your needs, they are are our preferred independent lawyers. They sign-off on all Health and Life trade marked master documents.

The first thing to do is contact us. We will arrange for you to speak with the right legal team.


Our number is 1800 077 222.