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
Cooper Grace Ward’s dispute resolution team listed in Chambers Asia-Pacific 2025 rankings
18 December 2024
Cooper Grace Ward is proud to announce prestigious international legal research firm Chambers & Partners has listed lead litigation and dispute resolution partner Rocco Russo and his team in its 2025 rankings of leading lawyers and law firms in Australia.
Overhaul of Australia’s merger clearance laws: what it means for businesses
5 December 2024
Legislation designed to overhaul Australia’s merger clearance laws has now been passed by Federal Parliament and will significantly impact the mergers and acquisitions landscape.
Defamation perspectives: the ‘serious harm’ element a serious hurdle for plaintiffs
3 December 2024
The recent Queensland Supreme Court decision in Peros v Nationwide News Pty Ltd (No 3) demonstrates that even the gravest of accusations may not meet the threshold of serious harm under defamation law.
