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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Application forms
Price Lists
Fact sheets
Business succession - outline of approach
Comparison of companies limited by guarantee and incorporated associations in Queensland
Private ancillary funds – outline of ATO requirements
Public ancillary funds - outline of ATO requirements
Private company shareholder agreements - issues for consideration
Estate planning - Enduring Powers of Attorney - appointing an attorney
Estate planning - Enduring Powers of Attorney - responsibilities and duties of an attorney
Estate planning - testamentary trusts
Estate planning - what to consider
Estate planning - why it is more than just a Will
Time to change your estate planning arrangements
Estate planning - should your Will include a testamentary trust?
Do I need a fixed or standard unit trust deed?
Estate planning - generational transfer trusts
Negative gearing trusts - uses and strategy
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?
