+ Business Succession

The work we do in this area is wide ranging and includes the preparation of all forms of documentation regarding the entry or exit of business partners, shareholders and unit trust holders. We are fully informed of all relevant tax rulings, as well as income tax and capital gains tax considerations in relation to this specialised area. We have a number of documents with ATO product ruling approval and so you can be assured of the tax implications when using them. Our documents include various types of buy-sell agreements and insurance trusts.

We also have close contacts with insurance brokers who specialise in this narrow area. They are able to give very competitive premium quotes.

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