Adviser hub
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.
CGW Structures
For more information, visit the CGW Structures website
Application forms
Fact sheets
- Business succession – outline of approach
- Comparison of companies limited by guarantee and incorporated associations in Queensland
- Private ancillary funds – outline of requirements
- Public ancillary funds – outline of requirements
- Private company shareholder agreements – issues for consideration
- Family constitutions – issues for consideration
- Selecting an appropriate business structure – what are the options?
- Enduring Powers of Attorney – appointing an attorney
- Enduring Powers of Attorney – responsibilities and duties of an attorney
- Testamentary trusts – features and operations
- What to consider
- Why it is more than just a Will
- Generational transfer trusts
- Joint ownership of property
- The role of executors and trustees
- Time to change your estate planning arrangements
- Should your Will include a testamentary trust?
- Limited recourse borrowing arrangements – permitted maintenance, repairs and improvements
- Self-managed superannuation funds and borrowing brochure
- Superannuation – death benefits and binding death benefit nominations
- Does your enduring power of attorney protect or expose your superannuation?
- Do your SMSF documents stand up to scrutiny?
- Self-managed superannuation funds – who should be trustee?
- Do I need a fixed or standard unit trust deed?
- 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?
- Discretionary trusts – who should be the trustee?
- Discretionary trusts – foreign duty and land tax surcharge
Adviser hub
Publications
Pot scrubber fails in repetitive injury claim in Mackay District Court
26 March 2024
In the recent decision of Bishop v Compass Group Remote Hospitality Services Pty Ltd [2024] QDC 14, the District Court found that, although the employer had breached its duty of care towards its employee, that breach had not caused the injured worker’s bilateral elbow condition.
Digital age pitfalls with BIF Act claims
22 March 2024
The digital age has certainly enhanced our ability to convey information, something that is very important in the building and construction industry. However, technology can also create pitfalls, particularly when it comes to claims under the Building Industry Fairness (Security of Payment) Act 2017 (Qld), where compliance with technicalities is critical. The case of Iris Broadbeach Pty Ltd v Descon Group Australia Pty Ltd gives a recent illustration.
All Deductible Gift Recipient categories now administered by the ATO
4 March 2024
On 1 January 2024, the Deductible Gift Recipient Registers reform came into effect, giving the ATO administration of all DGR categories.
