Private clients

 

We are a leading wills, estates and succession planning and wills and estates litigation firm in Doyle’s Guide to the Australian Legal Profession, 2018.

We advise private clients, including business owners, high net worth individuals and families. We are mindful of the often emotional nature of dealing with a client’s personal affairs and are skilled at navigating all relevant issues with sensitivity to achieve the desired and appropriate outcomes.

Our team’s extensive experience includes:

Key Contact

Emma has extensive experience in advising clients in estate planning and estate administration, trust establishment, and ongoing administration, trust...

Related Thinking

Thinking| 11 Dec 2019

Urgent attention required before 31 December 2019 for trusts holding NSW residential property

In our Talking Tax update on 8 November 2019, we flagged the fact that the NSW government had recently introduced the State Revenue Legislation Further Amendment Bill 2019 (Bill), which proposed to make amendments to the Duties Act 1997, the Land Tax Act 1956 and the Land Tax Management Act 1956. The Bill, if passed as anticipated, will impact clients holding NSW residential property in their discretionary family trusts.

Thinking| 06 Dec 2019

SMSFs: Wrapping up the five key SMSF estate matters you must consider

In the last video of our series examining the five key SMSF estate matters you must talk to your client about, Partner William Moore recaps the key points you need to consider.

Thinking| 28 Nov 2019

SMSFs case studies: what should you do and what should you avoid?

In the sixth video of our series examining the five key self managed super fund (SMSF) estate matters you must talk to your client about, Senior Associate Sam Baring takes you through some recent cases that provide a useful starting point for discussion with your clients, and which also make great war stories around what clients should be avoiding in relation to their SMSFs.

Thinking| 21 Nov 2019

SMSFs: To bind or not to bind? Binding and non binding death benefit nominations

In the fifth video of our series examining the five key self managed super fund (SMSF) estate matters you must talk to your client about, Lawyer Juliet O’Brien highlights issues to consider when deciding if your client’s superannuation death benefit nomination is to be binding or non-binding.