We pride ourselves on our considered, pragmatic and robust approach to Client engagements and can assist with all of your succession planning and associated legal requirements, including:

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- Drafting tax effective Wills, with the option of Testamentary Trust(s) where appropriate;

- Preparing Mutual Wills with a corresponding Wills Agreement if required;

- Preparing and explaining Corporate Power of Attorney, General Power of Attorney, Enduring Power of Attorney and Enduring Power of Guardianship nominations across Australia; 

- Reviewing, Advising on and Preparing Superannuation Death Benefit Nominations and Agreements;

- Providing guidance around drafting an effective Letter of Wishes;

- Establishing Private Ancillary Funds for charitable purposes if required; 

- Drafting family loan agreements;

- Explaining how interests held in companies, trusts, partnerships, as well as superannuation funds, will be treated upon succession and relevant taxation and duty implications;

- Reviewing and updating, where required, Trust Deeds, Constitutions, SMSF Deeds and Partnership Agreements;

- Drafting Shareholder Agreements and Buy-Sell Agreements in consultation with your accountants and financial advisers;

- Facilitating the preparation of a Family Constitution for family businesses;

- Advising around the formation of a Family Office and providing legal services in this regard as required;

- Advising on tax implications arising on events such as relationship breakdowns and change in residency status, and appropriate structuring considerations;

- Advising on tax implications in administering an estate, including in relation to capital gains tax, transfer duty and land tax;

- Attending to lodgement of documents with Landgate (i.e. Survivorship Application); and

- Providing relevant commercial advice as required.

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At our initial consultation, we will discuss which of the above services are best suited to your needs, depending on your current circumstances and requirements. We strongly recommend that personal and business succession planning documents be updated on significant life and business milestones. At a minimum we recommend they be reviewed at least once every 5 years.

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We will address any queries that you may have in a friendly and easy to understand manner, both in our initial consultation, as well as throughout the course of our engagement.

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What our Clients say:

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- Very pleased with the level of expertise

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- I can't thank you enough

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- Lee-Ann certainly knows her area well

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- Thank you for your excellent work

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- I would not have been able to navigate this without you

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