Imagine this: You’ve carefully made your Will, making sure your loved ones will be taken care of when you’re gone. You’ve left a generous gift to your son, Jake. But then, something unexpected happens—Jake passes away before you do.

Trusts can offer benefits in terms of asset protection, estate planning and tax efficiency.
Trusts are a commonly used structure for holding investments and carrying on small to medium sized businesses. When appropriately incorporated into your business or personal investment strategy, trusts can offer benefits in terms of asset protection, estate and succession planning and tax efficiency.
Call us on 1300 654 590 or email us to discuss how we can help you establish or manage your trust structure.
We can help you to implement a business or investment strategy incorporating trusts, including:
Assisting you to understand how a trust structure may be useful to you if you are Starting a Business;
Our approach is to provide clear advice and options so that much of the confusion and complexity can be taken out of the process for you.
Call us on 1300 654 590 or email us to discuss how we can help you effectively manage your business or investment strategy using trusts.
We want to be part of your team over the long term. We'll achieve this by sticking closely to the following principles:
We measure our success on how efficiently we have facilitated your objectives, enhanced your relationships, and reduced the level of stress for all involved.
If we sound like people you can work with, call us now on 1300 654 590 and speak directly with a great lawyer.
Imagine this: You’ve carefully made your Will, making sure your loved ones will be taken care of when you’re gone. You’ve left a generous gift to your son, Jake. But then, something unexpected happens—Jake passes away before you do.
With the coming of a new year come new ideas, plans and goals. Sometimes these may come about because of a change in circumstances and needs. In other cases, these may be a necessary undertaking due to a change in law, regulation or requirements. Here are some legal issues that we think will be hot issues in 2025 and our tips to help you navigate them.
Does your Will need an update following the changes to the Succession Act 2023 (South Australia) commenced operation in South Australia on 1 January 2025?
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