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.
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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
Fact sheets
Do I need a fixed or standard unit trust deed?
Estate planning - generational transfer trusts
Trusts - different types of trust deeds
Discretionary trusts - features and operations
Unit trusts - features and operations
Checklist for reviewing discretionary trust deeds - what provisions should you look out for?
