As a professional adviser, accountant, consultant, financial planner or lawyer, there are often issues you and your client need assistance with to achieve the best outcome for your client’s situation. Set out on this page are some of the key areas advisers often seek our assistance with for their clients.

CGW Structures

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Price list

Application forms or sign up to complete them online.

Training services

Cooper Grace Ward offers training to accountants and financial advisers on a range of legal topics.

Learn more about our training packages.

Application forms

Establishment of a public company limited by guarantee
Superannuation fund deed update or change of trustee
Limited recourse borrowing trust (super fund borrowing)
Registration of business name
7 year unsecured facility agreement
Binding death benefit nomination
Change of trustee
Negative gearing trust
Registration of trade mark
Superannuation pension
Trust deed update
Adviser services price list
Superannuation borrowing arrangements price list
Pension documents price list
CGW Structures application forms
CGW Structures price list

Fact sheets

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UPCOMING EVENTS

Townsville - Capital or revenue – is the ATO moving the line in their draft guidance on property development?
14 November 18
Cairns - Capital or revenue – is the ATO moving the line in their draft guidance on property development?
15 November 18
Essential mental health first aid training for workplaces
15 November 18
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PUBLICATIONS

Proposed new exemption from work test for superannuation contributions by over 65s
12 November 18
The government has released draft legislation that provides more scope for contributions to superannuation once someone has turned 65. Generally, the trustee of a superannuation fund can only accept a contribution for someone who has turned 65 (and is under 75) if they satisfy the work test in the year of the contribution (worked at least 40 hours in a consecutive 30-day period).
Superannuation death benefits and conflicts – the WA Supreme Court weighs in Burgess v Burgess
31 October 18
Over the last few years, courts have been called upon to consider whether the executor or administrator of a deceased estate can claim a superannuation death benefit for themselves, or whether they are conflicted from doing so.