our services

ESTATE PLANNING

  • Wills and testamentary trusts
  • Enduring powers of attorney
  • Probate and estate administration.

BUSINESS SUCCESSION PLANNING

  • Shareholder agreements and partnership deeds
  • Insurance-funded buy sell deeds
  • Family business arrangements

TAX PLANNING

  • Income tax
  • Capital gains tax
  • Small business capital gains tax concessions
  • Capital gains tax roll-over relief
  • Division 7A and unpaid present entitlements

ASSET PROTECTION

  • Personal risk audits
  • ‘Gift and loan back’ arrangements
  • Asset transfers

CORPORATE RESTRUCTURES

  • Holding company interpositions
  • Intra-group asset transfers
  • Restructures in contemplation of exit events

TRUST LAW

  • Trust cloning and splitting
  • Trust vesting
  • Trust variations and amendments
  • Trust ‘audits’

SUPERANNUATION

  • SIS Act compliance advice
  • Binding death benefit nominations
  • Limited-recourse borrowing arrangements

GENERAL COMMERCIAL ADVICE

  • Business sales and acquisitions
  • Supply agreements
  • Confidentiality agreements
  • Loan and security arrangements
  • License agreements
  • Corporate transactions

Individual liability limited by a scheme approved under professional standards legislation