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
Part of the family: what you need to know about pets and property settlements following amendments to the Family Law Act
7 July 2025
Pets are now elevated to a specific category of property in family law property proceedings following amendments to the Family Law Act 1975 (Cth) which took effect on 11 June 2025. Will these reforms result in a more just and equitable division of property between separating couples or exacerbate conflict and extend proceedings?
ACCC issues infringement notices to Cash Converters and Mobile Travel Agents: a warning to franchisors regarding updating information on the Franchise Disclosure Register
2 July 2025
Two franchisors have recently paid penalties after the ACCC issued infringement notices for alleged breaches of the Franchising Code. This serves as an important reminder to franchisors to comply with their obligations under the Franchising Code to annually update their information on the Franchise Disclosure Register.
Medical examinations and lawful directions reaffirmed: when non-compliance constitutes serious misconduct
1 July 2025
A recent Fair Work Commission decision reaffirms the ability of employers to direct employees to undergo medical examinations and clarifies when employee refusal can amount to serious misconduct.
