incorporation-and-trusts

Wightons Lawyers incorporation and trusts
wightons lawyers incorporation and trusts

Legal advice for incorporation and trusts in Geelong

Asset protection and tax minimisation are important considerations for all clients. However, sometimes clients must decide between the two. Our team ensures that our clients understand the advantages and disadvantages of establishing a variety of trust structures. Once settled on the type of Trust, we assist our clients with drafting an appropriate Trust Deed and we will also amend the Trust deed at a later date if required.

An important consideration when establishing a Trust is whether to have a corporate or individual trustee. Our emphasis on relationships results in frank discussions regarding the advantages and disadvantages of establishing a corporate trustee.

Trusts can be used as an effective succession planning tool because they are not subject to the Will contesting provisions of Part IV of the Administration and Probate Act 1958.

We also have a deep understanding of and experience in Self-Managed Superfunds (SMSFs) and particularly the field of Limited Recourse Borrowing Arrangements (LRBAs). We are able to prepare all required documents for our clients.  

INCORPORATION & TRUSTS SUB PRACTICES

  • Company incorporation
  • Discretionary Family Trusts
  • Self-Managed Super Funds (SMSFs)
  • Limited Recourse Borrowing Arrangements (LRBAs)
  • Unit Trusts
  • Charitable Trusts
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    INCORPORATION & TRUSTS TEAM

    JUSTINE FINLAY
    Managing Director
    03 5226 4120
    JustineF@wightons.com.au

    MURRAY PEGG
    Director
    03 5226 4121
    MurrayP@wightons.com.au
    JESSE RANKINE
    Solicitor
    03 5226 4106
    JesseR@wightons.com.au
    BEN MCLEAN
    Solicitor
    03 5226 4138
    BenM@wightons.com.au
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