At Hardies Lawyers, we understand not all businesses are created equal, so a bespoke approach is required.
Our legal services are tailored to help you plan for life's expected and unexpected events, with peace of mind knowing your most valuable asset is protected.
Asset Protection
Effective asset protection is a crucial consideration for every business owner.
Establishing the right ownership structure for your business from the beginning is key to ensuring your business starts off on the right foot.
When done right, separating the ownership of business assets from operational risk can protect those assets in the event of a business dispute, insolvency, or other unforeseen circumstances.
What we can help with:
- Company incorporation documents
- Trusts (discretionary trusts, unit trusts, and bare trusts)
- Acquisition structuring and asset transfers
- Small business restructuring
- Trust deed amendments
- Gift and loan-back arrangements
- SMSF investment strategies
- Limited recourse borrowing arrangements
Succession
A robust succession plan ensures business value is delivered to the right people.
As a business owner, your business often forms a significant portion of your overall wealth. So it's never too early to implement a succession plan for your business.
A well-considered succession plan will ensure tax implications are managed, long-term leadership is maintained, and the business legacy is realised.
What we can help with:
- Business succession planning
- Capital gains tax (CGT) rollovers
- Small business CGT concessions
- Management buyouts
- Company powers of attorney
- Insurance-funded buy/sell agreements
- Transfer and landholder duty
- Family farm exemptions
Estate Planning
Effective planning ensures the transfer of wealth to your family is done right.
Whether it’s trusts, wills, or superannuation, our expertise in all aspects of tax and estate planning means you can rest easy.
We are sensitive to the emotions that often underpin these matters, so we take the time to fully understand your needs to ensure that family and business assets are transitioned as intended.
What we can help with:
- Wills and testamentary trusts
- Family trust succession
- Superannuation nominations
- Letters of wishes
- Powers of attorney and guardianship
- Advance health directives
- Streaming of trust distributions
- Taxation of deceased estates
Transactions
Transactions are the lifeblood of every business and require a bespoke approach.
Our comprehensive suite of transaction services means we can evaluate, plan, and manage your commercial transactions from start to finish, no matter which side of the deal you're on.
We take the time to fully understand all aspects of your transaction and work closely with you and your financial advisers to ensure you get the best possible outcome.
What we can help with:
- Sale and purchase agreements
- Shareholder and joint venture agreements
- Business sales and divestments
- Corporations Act and ASX Listing Rules compliance
- Due diligence investigations
- Commercial and retail leasing
- Private lending, financing, and securities
- Drafting and reviewing commercial contracts
