Podcast
Estate Planning & Legal Services
Expertise to help you manage, protect and transfer your wealth.
Protecting and transferring your assets through a legacy plan.
Setting up the right structure for managing your wealth often requires specialist legal advice. The importance of having sound legal structures to safeguard your assets, optimise tax strategies and ensure a smooth transition of wealth can’t be overstated. Through established relationships with specialist legal practitioners, your adviser can connect you with highly-skilled legal professionals experienced in wealth-focused legal advice across estate planning, superannuation, commercial and tax law.
Specialist wealth legal services
Wills and estate planning
Creating an estate plan to ensure your assets pass to your intended beneficiaries in a tax-effective and asset-protective manner.
Asset protection advice
If you are a business owner, director or in a high-risk occupation, we can develop tailored asset protection strategies to ensure the protection and preservation of assets.
Family office counsel
Specialist legal practitioners can act as a legal adviser to the family business board and advise on legal issues and risk mitigation strategies.
Superannuation legal advice
Specialist superannuation lawyers can assist you with legal aspects of an SMSF, including trustee structures, SMSF deeds, SMSF succession planning, ATO disputes and the compliance of SMSF transactions and proposed investments.
Estate administration
Legal support is available for estate administration including providing guidance when taking on the role of executor, assisting with the sale of assets and transferring assets to beneficiaries.
Commercial and Tax
Whether you are looking at starting a business, investing for your future or engaging in philanthropy, specialist legal advice is available to assist with choosing an appropriate and effective structure for your personal circumstances and commercial objectives. Entities that can be established include discretionary family trusts, unit trusts, companies, partnerships and not for profit entities.
