Advisers

A clear, pragmatic approach to resolving complex matters for you, your firm, and your clients.

Often referred to as the advisers for advisers, we collaborate with your team to draft specialist advice, providing a second opinion on technical issues, or can help you brainstorm a client situation.

Support is delivered on your terms and can be behind the scenes or client facing, it can be as little as a five-minute phone call to check a technicality, through to co-attending a client meeting for additional technical support.

Business Restructuring

Assisting you with developing business restructure solutions for clients, designing restructures for your clients and drafting the legal documents implementing business restructures for your clients.

Tax Advisory

Providing income tax advice, CGT Small Business Concessions, GST advice, FBT advice, payroll tax advice, duty advice and land tax advice. We’ll work with you as to the best way to deliver this to your client, which may include:

Mergers & Acquisitions

Providing accounting, tax and legal support in the sale of your clients business or share sale of their company.

Shareholders’ Agreement & Governance Documents

Providing documents for your clients.

Succession Planning

Assisting you and your clients with the development and implementation of succession plans which covers their personal assets as well as investment and business structures.

Business Structuring Advice

Advising on the optimum structure to operate your clients business, based on projected business plans and key taxation, commercial, succession and funding considerations.

Entity Establishments

Company, trust, self-managed superannuation fund and partnership establishments.

Contract Reviews & Advice

Reviewing and providing legal and tax advice on contracts.

General Business Documentation

Drafting legal documentation required for your clients’ business, including Terms of Trade, Loan Agreements, Service Agreements and Contractor Agreements.

Wealth Structuring Advice

Advising on the optimum structure for your clients family wealth, based on taxation considerations, wealth objectives, family dynamics and succession plans.

Investment Structuring Advice

Providing advice on the optimum structure for your clients specific investments (e.g. shares, properties), considering key taxation, legal, succession and funding considerations.

Asset Protection

Asset protection advice, structuring and implementation.

Private & Family Lending

Drafting loan documentation for related party borrowings, including Division 7A documents .

Superannuation Advice & Documentation

Advising on superannuation law compliance, and preparing self-managed superannuation fund documents.

Inheritance Structuring Advice

Advising on the optimum structure for your clients acquiring and holding investments assets and properties considering key legal, asset protection and taxation matters.

Trust Reviews

Reviewing existing trust deeds and providing advice on recommended changes to terms.

Trust Resolution Drafting

Assisting with the preparation of trust resolutions (either for specific trusts or general practice templates).

Company Resolution Drafting

Assisting with the preparation of company resolutions (e.g. dividend minutes, share class variations, special transaction approvals).

Customised Staff Training

Providing customised staff training on accounting, legal and tax matters.

Template Division 7A Documentation

Drafting specific Division 7A documents for clients, or drafting template Division 7A documentation that can be rolled out by your firm to your client base.

Trust amendments

Drafting variations to trust deeds, including changes of trustee documents.

Ad-hoc Queries

Answering ad-hoc queries (i.e. the ‘quick’ questions, ‘silly’ questions’, or working through a complex problem with you).

Additional Services

: Business

: Personal

What our clients say about us

“They couldn’t be hitting the mark any better if they tried. Michael is a huge asset for us.”

Brendan Podevin,
HW One

“Natalie has a broad skill set, she’s good at what she does and she gets things done. Nat works hard to understand a client’s situation – then she’ll come up with a number of options for that client. She doesn’t just put forward the obvious option. She likes to add value – this is quite refreshing.”

Raymond Taggart,
Director, Taggart & Partners

“Michael’s responsiveness and concise advice have been really useful and practical.”

Todd Wilson,
Judson Koman