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

Webinar - When the taxpayer meets Goliath – tips for dealing with the ATO’s debt recovery activities
07 February 19
Webinar series - When the ATO or OSR ‘comes to help’
07 February 19
What to expect in 2019!
13 February 19
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PUBLICATIONS

PPSR seven year registrations: time to renew?
08 January 19
The Personal Properties Securities Register (PPSR) will be seven years old on 30 January 2019; accordingly, security interests with seven year registration periods will, unless renewed, expire from 30 January 2019.
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).