Trusts / Asset Planning

  • New companies, partnerships and trading trusts
  • Constitutions and shareholder agreements
  • Sales and purchases of shares and business assets
  • PPSR securities
  • Franchises and licence agreements
  • Banking and finance
  • Employment agreements and advice
  • Distribution and supply agreements
  • Terms of trade and other commercial contracts 


It’s our business to help your business. And with many years on the job, we’re pretty good at identifying the key commercial and legal issues that could affect the way you work. Our role is to find a smart, robust, and cost-effective way to deal with the circumstances you face, so you can simply get on with what you do best.

Have a look at how we’ve helped…

  • Property sales and purchases
  • Subdivisions and property development
  • Commercial leases
  • Refinancing
  • Cross-lease and body corporate advice
  • Property sharing agreements


From a one bedroom unit sale to a 500 lot subdivision, we’ve seen a lot of different projects cross our desks.

Whether it’s your first home purchase or an extensive property development venture, we’re here to explain any of the complexities of the transaction, so you can be sure your interests are protected and you’re making a sound decision, before you put pen to paper.

Have a look at some of the projects we’ve been involved in…

  • Family trusts
  • Trading trusts
  • Charitable trusts
  • Asset and succession planning advice
  • Gifting programmes
  • Powers of Attorney
  • Wills
  • Estate administration


Planning a future for your funds? Need advice on managing your assets?

We provide personalised advice on setting up family trusts, charitable trusts, wills, succession planning and deceased estate management. As each client’s circumstances are unique and personal, so is each asset plan we design. We’re here to help you build a solid foundation for your future.    

Have a look at some of our work…