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.
Do you need help with...
Do you want new and upcoming legislative changes and event invitations delivered directly to your inbox?
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
Top five tips for court cross-examination in family law disputes
7 May 2025
Giving oral evidence at a court hearing for a family law dispute can make or break your case. Here are our top five tips to compellingly present your evidence while in the witness box.
New Franchising Code commences: what franchisors need to know
1 May 2025
The new Franchising Code recently took effect, introducing some important reforms to Australia’s franchising laws. Non-compliance can result in significant penalties, so it is important for franchisors to understand and comply with their obligations under the new Code.
Prohibition on secondary boycotts clarified: High Court rules against the ACCC in appeal regarding the nature of an anti-competitive understanding
17 April 2025
In a recent decision, the High Court of Australia considered the nature of an ‘understanding’ for the purposes of the restrictive trade practices provisions within Part IV of the Competition and Consumer Act 2010 (Cth).
