Asset Management

We handle all Estate planning, business succession planning and asset protection matters with a view to protect your assets for now and for generations to come.  We assist a vast range of clients in this area which include:

  • Those with a young family
  • Business owners
  • Self-employed individuals
  • Those in high risk industry businesses
  • Trusts, companies and partnerships
  • Retirees who have sold their business or retired from their employment

When devising our legal strategies, we take into account changes in taxation and superannuation laws while bearing in mind the need to provide a cost-effective solution.  We provide advice in many areas which include:

  • The transfer of assets (including stamp duty implications)
  • Drafting of Buy Sell/Put Call Option Agreements (with or without insurance arrangements)
  • The restructuring of companies, trusts, partnerships and sole trader businesses.

Our Wills and Estate Planning Team


Get In Touch

Contact our firm for advice on your matter today. We have offices in ToowoombaRoma and Warwick, and will provide the advice you need during an often difficult time.
Request a consultation