Individuals and family businesses often draw on a team of professional advisers to support them throughout their journey of wealth creation, growth, protection and succession. Cooper Grace Ward offers a comprehensive range of personal legal services for clients seeking this type of support, including family owned businesses, middle market enterprises and high net worth individuals.
Our lawyers are independently recognised as experts in private client services. You can have trust in their ability to support you in your personal legal matters including estate planning, succession, family law, tax and superannuation, amongst many others.
We are well regarded for our ability to work seamlessly with your accountants, financial planners and other professional advisers to achieve your objectives.
Our team is up-to-date on all the latest legal trends and developments for private clients, which means we can help you identify and resolve issues before they cause you any concern.
We regularly travel throughout Queensland and Australia to meet with clients and their other advisers, to ensure we can build a strong relationship with you and develop a clear understanding of your needs.
If you are seeking support to grow and protect your business, wealth and personal interests, please contact one of our team. We also invite you to visit our publications and resource centre or read more in our helpful private client fact sheets below.
Our team of specialists can cover all aspects of your personal legal needs and business legal requirements including those outlined below.
The following business and commercial fact sheets provide insights into different business structures and agreements. We also outline our approach to business succession plans and agreements:
Our estate administration fact sheets and checklists are designed to support executors, administrators and trustees in understanding and carrying out their duties:
A sound estate planning strategy involves more than just a Will. The following fact sheets and checklists address some of the major concerns that can arise in ensuring that your estate planning arrangements are aligned with your personal objectives:
Our superannuation fact sheets deal with a range of matters including SMSF documentation, borrowing within super, and the effects of an enduring power of attorney on your superannuation:
The following fact sheets provide information on the different types of trusts and some of the issues we commonly see in trust deeds:
Click below for who, what, where with associate in our property, planning and environment team, Cass Palmer-Field. Hear how long she's been at Cooper Grace Ward Lawyers, what she would be doing if she wasn't in law and what she loves about her job.
In the 2017 Budget, the government announced that the concept of ‘non-arm’s length income’ (NALI) for SMSFs was to expand to specifically include where an SMSF expense was not incurred, or less than would have been incurred had the parties been dealing on an arm’s length basis (NALE) – see for further information:
Section 65 of the Superannuation Industry (Supervision) Act 1993 (SIS Act) prohibits the trustee of an SMSF making a loan to a member or a relative, or providing other financial assistance using the resources of the SMSF. Section 62 contains the sole purpose test and requires the SMSF to be maintained for particular purposes.