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
All Deductible Gift Recipient categories now administered by the ATO
On 1 January 2024, the Deductible Gift Recipient Registers reform came into effect, giving the ATO administration of all DGR categories.
Business sales and Australian Consumer Law disputes – when will a court grant relief?
Business sales are often fertile ground for allegations of contraventions of the Australian Consumer Law, but it will take more than a misleading statement for a court to grant relief. A recent Queensland Court of Appeal case demonstrates a common scenario.
Igniting success through bushfire managements plans – why you should have one
A bushfire management plan may be viewed as optional for many landholders, but neglecting your fire management obligations may put you and your business at significant risk. Discover the crucial reasons why the implementation and adherence to a bushfire management plan are important to safeguard you and your business.