Get ongoing support for your family office
Get ongoing support for your family office We will sit in the room each year and keep the framework working as the family changes. A governance framework is easy to sign and hard to keep. The charter gets agreed, the first meeting goes well, and then the family returns to making decisions the way it […]
Act under an enduring power of attorney
Act under an enduring power of attorney We will tell you what you can and cannot do with someone else’s money, before you do it. Being appointed attorney is usually treated as an honour and then discovered to be a job. From the moment the power is activated you are managing another person’s finances, and […]
Be appointed financial manager or guardian for someone
Be appointed financial manager or guardian for someone We will make the application and get you appointed, so you can act for someone who can no longer decide. When someone loses capacity without having appointed an attorney, nobody automatically steps into the gap. Not a spouse, not an adult child, not the person who has […]
Get your finance in order
Whether you are borrowing, lending, leasing, or investing, the legal documentation behind your financial arrangements determines how well protected you are if something goes wrong. We will make sure your finance is structured and documented correctly from the outset.
Build and protect your wealth
You have worked hard to build what you have. The right legal structures will protect it from creditors, relationship breakdown, and tax, and make sure it ends up in the right hands when the time comes.
Deal with your real estate
Whether you are buying, selling, leasing, developing, or transferring property, every transaction carries legal risk. We will make sure it is handled correctly from the outset, so you can move forward with confidence and without unwanted surprises.
Manage your superannuation
A self-managed superannuation fund gives you control over how your retirement wealth is invested and structured. The legal obligations that come with that control are significant. We will help you set it up correctly, keep it compliant, and use it to its full potential.
Protecting your trust: planning for trustee incapacity before it happens
If you are creating a testamentary or discretionary trust, you want to know it will operate smoothly long after you are gone. But what happens if the trustee you appoint loses the capacity to make decisions? Without the right safeguards, the trust you designed to protect your beneficiaries could grind to a halt – leaving assets unmanaged, distributions delayed, and […]
Bucket vs Banker: How the right company structure can supercharge your family wealth strategy
Two strategic tools, the ‘bucket company’ and the ‘banker company’. Both strategies offer high-net-worth families a way to cap tax exposure, preserve capital, and support long-term intergenerational planning.
Should I involve my children in the control of my family trust?
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]