Trusts & Asset Planning

Life can take an unexpected turn suddenly and without warning. We all want to make sure the things that are precious to us are taken care of. It is important to make sure you have a structure that follows your wishes, safeguards your wealth, ensures financial comfort and security, and provides for those most important to you, now and in the future.

Our Trusts & Asset Planning Team has significant expertise - whether you are looking to protect your assets for future generations, wanting someone to make decisions for you should you become incapable of doing so, or looking at ways to help others in need by setting up a trust. We are available to assist and guide you through the process. 

Our team are able to assist with a variety of matters, including:

  • Establishing family trusts, charitable trusts, farm trusts, inheritance and trading trusts.

  • Trust administration, reviews and compliance.

  • Winding up of trusts.

  • Succession advice and planning.

  • Family arrangements, succession advice and planning, including the devolution of property to subsequent generations.

  • Enduring powers of attorney.

  • Occupation Right Agreements, residential care subsidies and related aged care matters.

Notable experience:

  • Creating appropriate asset holding entities to enable long term asset protection and succession.

  • General asset planning advice to ensure the best devolution of assets to the next generation.

  • Setting up a family trust to provide creditor protection for a director of a large operating entity.

  • Creating and administering a charitable trust that assists students and individuals with funding for education and research.

  • Assisting parents with loan arrangements for property transactions involving their children.

  • Winding up a trust which had served its purpose as the settlor had retired from their business.

  • Removing a trustee from a trust who had lost mental capacity.

  • Restructuring farming assets into trusts for long term asset protection and succession.

  • Preparation of wills and power of attorneys for completion and signing.