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
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
Insolvency insights: related party loans and unreasonable director-related transactions
A recent Federal Court decision has provided some useful insights on how related party loans will be considered in an insolvency context, particularly in relation to unreasonable director-related claims against directors and their relatives. For insolvency practitioners it also provides insight into how the assignment of claims might effectively be used to mitigate litigation risks.
A new era of transparency? What the new duty of disclosure means for family law clients
The Family Law Act 1975 has been amended to codify a party’s duty of disclosure relating to financial or property matters. These changes clarify existing obligations and mark a shift toward greater accountability and transparency in family law proceedings.
Queensland trusts can now run for 125 years – what you need to know
In a significant boost to tax planning arrangements and intergenerational wealth management, Queensland trusts will be able to run for 125 years from 1 August 2025. This change, introduced under the Property Law Act 2023 (Qld), will increase the current maximum life of trusts (called the perpetuity period or vesting period) by 45 years to 125 years (up from the existing 80-year limit).
