Estate Planning

Protecting your worth 

A key part of our private client services is the provision of advice and documentation for the structuring of investments and owner controlled businesses. In providing these services, Moores Legal works closely with other advisors, eg accountants, financial planners across Melbourne and interstate. Among the key issues addressed are:

• Asset protection (from co-ownership dispute, future exit, potential creditors or domestic relationship breakdown)
• Income tax
• CGT (including the main residence exemption and the small business CGT concessions)
• Estate & family succession planning.

Among the documentation produced for clients are:

• SMSF Deeds and associated documents
• Instalment warrant contracts
• Family, unit and hybrid trusts
• Special purpose trusts and companies
• Intra family agreements, eg parent to child loan agreements
• Testamentary and protective trusts
• Conditional and contingent binding death benefit nominations