Boring legal stuff, done brilliantly

Office105 Hoddle Street, Collingwood VIC 3066

HoursMon–Fri, 9am–4:30pm

Home/Services

Services

What we do.

Practice areas drafted and advised on by lawyers who specialise in this work.

Construction and Disputes

Security of payment, defect rectification, contract disputes, variations and EOTs, VCAT and litigation.

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Property and Commercial

Site acquisition structuring, development agreements, commercial and retail leasing, incentive deeds, contracts, partnerships.

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Tax, Trusts and Super

Tax and structuring, trust reviews, variations and vesting, SMSF establishment and updates, Division 7A.

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Wills and Estate Planning

Coordinated estate packs across will, structures, SMSF and trusts. Testamentary trusts and asset protection.

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Home/Services/Tax and Structuring

Practice area

Tax and Structuring.

Advice on the tax consequences of how you hold, operate and transfer your assets.

General tax advice

Income tax, CGT, GST, FBT, payroll tax. Advice on specific transactions, ongoing strategy, or one-off questions where you need a lawyer's view rather than only an accountant's.

Structuring business transactions for tax efficiency

How a transaction is structured changes how it's taxed. We work through the legal and tax mechanics together, sale, restructure, group reorganisation, asset transfer, dividend strategy, so that what you sign is also what gives you the result you want.

Who we work with

Business owners and family groups with operating entities, holding structures, trusts and SMSFs. Accountants who need a lawyer who actually understands the tax implications of the documents being drafted.

Tax advice at Kallan is informed by extensive prior practice as a CPA, the technical detail isn't learned from a textbook.

Structuring at establishment

How you set up matters far more than how you change later. We advise on the structure that fits your business model, your asset protection needs, your succession plans and your tax position, and draft the documents that match the advice.

Restructures and Rollovers

Growth, family transitions, divorce, partner buy-outs, generation handovers. We act on the legal mechanics and the tax outcomes together, small business rollover, scrip-for-scrip, intra-group asset transfers.

Division 7A

Loans between related parties, unpaid present entitlements, deemed dividends. Drafted to current ATO benchmark interest rates and minimum repayment requirements.

CGT and Small Business Concessions

The 15-year exemption. The 50% active asset reduction. The retirement exemption. The rollover. We advise on which apply, which don't, and what the documents need to say to support the claim.

We work across both tax and structure, so you don't have to translate between your accountant and your lawyer.

Home/Services/Trust Law

Practice area

Trust Law.

Discretionary, unit and hybrid trusts. Establishment, variations, vesting, trustee disputes.

Trust deeds we draft

Discretionary (family) trusts, unit trusts, hybrid trusts. Each tailored to the structure, appointor and default beneficiary mechanics, distribution flexibility, vesting provisions, not pulled off a generic template.

Variations and Vesting

Most trust deeds get amended at some point, to extend the vesting date, fix outdated rules, address bloodline restrictions, or accommodate new circumstances. Done wrong, a variation triggers a CGT event. We draft variations that don't.

Appointor mechanics

The appointor is often the most powerful position in the trust, and the least understood. We advise on succession of appointor, restrictions on power, and how the will needs to coordinate with the deed.

Trustee and Beneficiary disputes

When the relationship breaks down, siblings disagreeing on distribution, a removed appointor, an unwanted beneficiary, we act on the dispute through to resolution.

Home/Services/Self-Managed Super

Practice area

Self-Managed Super.

Establishment, deed updates, BDBNs, contribution and pension strategies, and SIS Act advice.

Establishment

Full SMSF establishment pack, deed, trustee minutes, member applications. With corporate or individual trustee.

Deed updates

Older deeds rarely accommodate current strategies. We update deeds to enable contribution splitting, pension commencement, segregation, BDBNs, and recent regulator positions.

BDBNs and Succession

Binding death benefit nominations that hold up. Coordinated with the trust deed, the will, and the broader estate plan.

Contribution strategies

Bring-forward, downsizer, catch-up concessional, recontribution. The strategies are about timing, deed mechanics, and the consequences for the member's death benefit.

SIS Act compliance

In-house assets, related-party transactions, sole purpose, arm's length. When the line gets close, we provide the written advice you can put on file.

Home/Services/Companies

Practice area

Companies.

Constitutions, shareholder agreements, share classes, capital raises, and disputes.

Constitutions

Pty Ltd constitutions tailored to the structure, replaceable rules considered, special share classes, dividend access shares, director loan provisions, drag-along and tag-along rights.

Shareholder agreements

The constitution governs how the company operates. The shareholder agreement governs how the shareholders operate together. Capital calls, transfer restrictions, exit triggers, valuation methodology, deadlock resolution.

Share class structuring

Dividend access shares, redeemable preference shares, A and B class structures for family-owned businesses, employee share plans. Drafted with the tax outcome in view.

Director and Shareholder disputes

Oppression, deadlock, removal of directors, capital raising disputes, valuation disagreements.

Home/Services/Wills and Estate Planning

Practice area

Wills and Estate Planning.

A will alone leaves you exposed. We prepare estate plans as coordinated packs at three levels.

Why a coordinated pack

A will alone leaves you exposed. The decisions that matter, who manages your money if you lose capacity, who makes medical decisions, what happens to your trust appointorship, who controls your SMSF death benefits, sit in three or four other documents, not the will.

We prepare these as a single coordinated pack. Drafted together so they don't contradict each other. Reviewed together so the structure does what you intend.

A will tells the world what to do with your assets. The other documents tell the world who decides while you're still here, and what happens to the structures you don't personally own.

Three levels available

Standard in every pack, Will, Enduring Power of Attorney (Financial), and Medical Treatment Decision Maker appointment. The tiers below differ in how much coordination they include with your other structures.

Simple

For straightforward estates, no business interests, no trusts, modest assets passing to immediate family.

Will
Enduring Power of Attorney (Financial)
Medical Treatment Decision Maker

Order this pack ↗

Most common

Detailed

For clients with a family trust, a company, an SMSF, or business interests. Coordinated across all the structures.

Will (coordinated with structures)
Enduring POA (Financial)
Medical Treatment DM
Coordinated SMSF BDBN
Trust appointor succession

Order this pack ↗

Comprehensive

For substantial estates, testamentary trusts, asset protection clauses, business succession.

All Detailed inclusions
Testamentary trust(s)
Asset protection clauses
Business succession provisions
Letter of wishes

Order this pack ↗

Testamentary trusts

A testamentary trust gives the surviving family flexibility (income splitting, asset protection from creditors and family law claims) that a direct gift never can.

Contested estates

We also act on family provision claims, contested wills, and disputes over trustee or executor conduct.

Home/Services/Construction and Disputes

Practice area

Construction and Disputes.

Security of payment claims, defect rectification, contract disputes, and litigation.

The work

Building disputes need lawyers who can read the documents and the work. We act on construction matters, for builders, owners, head contractors and subcontractors, through to resolution.

Construction matters at Kallan are informed by direct experience as a registered builder. Having stood on the site means we read the dispute the way you do.

Defect and Contract disputes

Residential and commercial. Defect rectification claims, variations, payment, scope, delay claims, termination, abandonment, back-charges.

Security of payment claims

Security of Payment claims under the Building and Construction Industry Security of Payment Act are the fastest path to recovery for unpaid progress claims. We act both pursuing and defending. Adjudication, judgment and enforcement.

Construction contracts

Contract review and negotiation before you sign, head contracts, subcontracts, consultancy agreements, design-and-construct.

Litigation

VCAT, Magistrates' Court, County Court, Supreme Court. Through to settlement, judgment or enforcement.

Construction enquiry

Tell us about the matter.

Building disputes move quickly. Send through the details and we'll be in touch.

Direct line03 9970 1878

Order a Division 7A loan agreement →

Home/Services/Property and Commercial

Practice area

Property and Commercial.

Property development and site acquisition structuring, commercial and retail leasing, incentive deeds, loan and partnership agreements, contracts.

Property development

We act for developers across the life of a project — site acquisition and the entity you hold it in, option and put-and-call arrangements, joint venture and landowner agreements, development and construction contracts, and the leasing or sale of the finished asset. Because the building, tax and structuring sides sit with the same firm, the structure, the contract and the dispute risk get read together.

Commercial and Retail leasing

Strong leases. Prepared quickly. Designed for maximum landlord protection.

Most commercial leases on the market are written for "balance", which in practice means the landlord absorbs more risk than necessary. We draft leases that hold the line: enforceable rent review mechanics, robust default and termination provisions, security and bank guarantee requirements that work, make-good obligations that survive lease end, and personal guarantees that survive corporate failure.

If you're a commercial tenant.

We know the other side. We understand the darkness you're about to enter.

We don't typically act for tenants on lease negotiations (the conflict is usually too live), but if you've been handed a lease and want a candid second opinion before signing, call us.

Loan agreements

Division 7A compliant intra-group loans, family loans, related-party loans. From $275 inc. GST.

Partnership agreements

For unincorporated partnerships including professional practices. From $880 inc. GST.

Contracts

Commercial contracts of various kinds, supply, distribution, services, joint ventures, confidentiality.

Commercial enquiry

Tell us about the matter.

Lease, loan, partnership, contract, or commercial dispute, send through the details and we'll be in touch.

Direct line03 9970 1878

Home/Order documents

Order documents

Order documents online.

Drafted by a lawyer. Reviewed against current legislation. Delivered in 1–2 business days. Fixed fee. Invoiced on completion, no payment upfront.

Trusts

Trust reviews, deed variations, vesting and trustee/appointor changes — keeping existing trusts current with the 2026 changes. Establishment too.

New

Trust review / health check

Fixed-fee review of your deed and structure against the 2026 trust changes — what needs varying, vesting, or leaving alone. Enquire to start.

From $440 inc. GST2–3 days

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Discretionary trust

Family trust pack — deed, settlor execution, trustee consents, beneficiary register. Optional corporate trustee.

Unit trust

Unit trust with unit holder register and trustee minutes. Optional corporate trustee.

From $1,100 inc. GST2–3 days

Coming soon

Fixed trust

Fixed percentage entitlements, no units — for two-person business arrangements or parent-controlled structures where beneficiaries can't force a sale.

TBC1–2 days

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Trust with child sub-trusts

Discretionary trust that activates sub-trusts for each child on death of the primary beneficiaries. Fixed percentages, optional bloodline limitation.

Specialist & bloodline trusts

Bloodline trusts, family protection, foreign-resident considerations, mixed-use, and bespoke deeds. Fixed-fee quoted in writing.

Quote on enquiry2–5 days

Bare trust (SMSF LRBA)

Custodian holds legal title, SMSF holds beneficial interest. Optional new custodian company set-up.

From $440 inc. GST1–3 days

Deed of variation

Vary a discretionary, unit, or SMSF deed — change trustees, appointors, beneficiaries, foreign-person exclusions, vest early, issue new units.

Coming soon

Remove / appoint trustee or appointor

Deed of removal and appointment for trust officers. Bespoke to each deed — current trust deed required.

TBC2–3 days

Superannuation

SMSF set-up and ongoing super documents.

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SMSF establishment

SMSF deed with optional corporate trustee. ATO Trustee Declarations, member applications, ready to execute.

Binding Death Benefit Nomination

SMSF death benefit nomination compliant with SIS. 3-year lapsing or non-lapsing (subject to deed).

From $110 inc. GST1 day

SMSF bare trust (LRBA)

Bare trust for SMSF property purchase under an LRBA. Optional custodian company set-up.

From $550 inc. GST2–7 days

Wills and estate planning

Wills and lifetime documents.

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Wills pack

Will, EPOA (Financial), Medical Treatment Decision Maker. Three tiers — Simple, Detailed, Comprehensive. Couples mirror wills are one order.

Power of Attorney

Enduring or General (time-limited). Financial, personal, or both. Specific limitations or restrictions can be included.

Medical Treatment Decision Maker

Appoint up to three people in priority order. Optional Advance Care Directive to record specific medical wishes.

From $770 inc. GST1–2 days

Property and commercial

Leasing and ad-hoc commercial documents.

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Lease review (tenant)

Review of a commercial or retail lease before signing. Written advice on rent, options, makegood, assignment, outgoings.

From $880 inc. GST1–2 days

Commercial lease (landlord)

Landlord-side drafting. Make-good, personal guarantees, rent review, default and bank guarantee provisions.

From $990 inc. GST1–2 days

Retail lease (landlord)

Retail lease compliant with the Retail Leases Act 2003 (Vic). Disclosure statement, prescribed terms, outgoings schedule. Email us to enquire.

From $660 inc. GST1–2 days

Deed of assignment (lease)

Assignment of lease, consent, release of outgoing guarantor, replacement guarantee. Email us to enquire.

Lease deed of variation

Lease variations, term extensions, rent abatements, change of premises, option re-grant. Email us to enquire.

Incentive deed

Rent-free periods, fitout contributions, cash incentives. Tied to the lease, with clawback on default. Email us to enquire.

From $880 inc. GST2–3 days

Partnership agreement

Capital, profit, admission, exit, restraint, dispute resolution.

From $220 inc. GST1–2 days

Deed of gift

Gifts of cash or property between related parties.

Custom drafting

Tailored work, on quote.

Some documents are too matter-specific to fit a fixed-fee catalogue. We also draft shareholders agreements, buy-sell agreements, sale of business agreements, and other bespoke commercial documents on a tailored basis. Tell us about the matter and we'll quote in writing before any work starts.

Get in touch →

Home/Order documents/Company set-up pack

Document order

Company set-up pack.

Constitution, consents, share certificates, members register, first meeting minutes.

The full multi-step order form lives here.

The detailed company order form (with conditional fields, role assignment, share allocation, ABR check, consent generator, and 14-day save-and-resume) is built and ready, kept separate so this preview file stays a manageable size. It will be integrated on deployment.

Back to document catalogue

Main site/For Accountants

For accountants

The lawyer accountants actually want to call.

We get tax. We get structures. We pick up the phone. Kallan operates as an extension of your firm, the technical legal team you'd build internally if you could.

Order documents View main site

Why this exists

The gap accountants describe.

Accountants we talk to consistently describe the same gap, and it's a real gap, not a marketing one.

Big firms don't fit.

Slow, expensive, and partners hand you off to someone junior who doesn't know your client. By the time advice comes back the deal has moved on.

General practice firms don't either.

They'll draft the document, but they can't talk through Division 7A, the CGT event on vesting, or whether the trust deed actually says what your client thinks it says.

And every week, work falls through that gap.

Deals miss their window. Documents get lodged with the wrong structure. Advice arrives a month late, after the client has made a decision without it.

The proposition

An extension
of your firm.

Not a panel firm you send work to and wait. We have a templated document catalogue for the standard work, and we draft customised agreements and advice when the matter calls for it. The dedicated legal team your firm doesn't have.

A lawyer on the phone, the same day
No portals, no tickets.
The technical depth your work demands
Trust Law, SIS Act, Division 7A, CGT, structuring, informed by extensive prior practice in tax and accounting.
Fixed fees, fast turnaround
Standard documents in 1–2 business days.
White-label friendly
Co-branded, or sent under your firm's letterhead.
Built around your firm's rhythm
Tax time, year end, BAS quarter, we understand your calendar.

Order documents

Same catalogue. Working with us.

The same online document catalogue as the main site, available to your firm with the option of co-branded or white-label delivery.

Document 01

Company set-up pack

Constitution, consents, share certificates, members register, first meeting minutes. ASIC fee included.

From $825 inc. GST1–2 days

Document 02

Discretionary trust deed

Family trust establishment with optional corporate trustee company.

Bespoke

Specialist & custom trusts

Bloodline, family protections, asset holding, embedded child trusts, and bespoke deeds. Quote in writing first.

Quote on enquiry2–5 days

Document 03

Unit trust deed

Unit trust establishment with unit holder register and trustee minutes. Optional corporate trustee.

Document 04

SMSF establishment

SMSF deed with optional corporate trustee, ATO Trustee Declarations, member applications.

Document 05

SMSF Property Holding Trust (Bare Trust)

Bare trust for SMSF property under an LRBA. Custodian holds legal title, SMSF holds beneficial interest. Optional new custodian company.

From $440 inc. GST1–3 days

Document 06

Binding Death Benefit Nomination

SMSF death benefit nomination compliant with SIS. 3-year lapsing or non-lapsing (subject to deed).

From $110 inc. GST1 day

Document 07

Changes / Variations

Variations to trust and SMSF deeds, add/remove members, change trustees or appointors, issue new units, foreign person exclusions.

Document 08

Wills pack

Estate planning pack with will, EPOA (Financial), and Medical Treatment Decision Maker. Three tiers, Simple, Detailed, Comprehensive.

From $550 inc. GST2–7 days

Document 09

Loan agreement (Division 7A)

For loans from a private company to a shareholder or associate. ATO benchmark rate, s 109E repayments.

From $220 inc. GST1–2 days

Browse all documents

Working with us

Get in touch.

Anyone in your firm can reach us directly, partners, managers, accountants, support staff. Same business day response, no gatekeeping.

Direct line03 9970 1878

A few details and we'll be in touch.

Your name

Firm

Approx. firm size

Tell us about your firm

Main site/For Advisers

For financial advisers

The legal team behind the advice.

Estate planning, SMSF establishment, binding nominations, bare trusts and structuring. The technical legal documents your statements of advice trigger, drafted fast and accurately, ready for execution.

Order documents View main site

Why this exists

The gap advisers describe.

Advisers we talk to consistently describe the same gap, and it's a real gap, not a marketing one.

You triggered the need, but you can't draft.

Your SoA recommends a binding nomination, an SMSF, a testamentary trust. The advice is yours, the document needs a lawyer. By the time the client finds one, the strategy can lose momentum.

General firms don't know super and estates.

They'll prepare a basic will, but ask about reversionary pensions, non-lapsing nominations, the deed permission test, or s 67A LRBA structures and the conversation gets thin.

Your client doesn't want to manage two relationships.

When advice and legal sit in separate boxes, the client carries the coordination burden, and the strategy slows down or drops out altogether.

The proposition

An extension
of your advice practice.

Not a panel firm you send work to and wait. The legal documents and technical advice arm your practice doesn't need to build internally. Templated documents for the standard work, customised drafting when the matter calls for it.

A lawyer on the phone, the same day
No portals, no tickets.
Depth in superannuation and estates
SIS Act, regulation 6.17A, LRBAs and bare trusts, testamentary trusts, EPOA and MTDM, BDBN compliance.
Coordinated drafting when matters compound
SMSF deeds aligned with binding nominations aligned with wills, drafted as one matter.
Fixed fees, fast turnaround
Standard documents in 1, 2 business days.
White-label friendly
Co-branded, or sent under your practice's letterhead.

Order documents

The documents you need.

The same online catalogue as the main site. SMSF deeds, binding nominations, bare trusts and estate planning packs are the core for advisers, but the full catalogue is available.

Document 01

SMSF establishment

SMSF deed with optional corporate trustee, ATO Trustee Declarations, member applications.

Document 02

Binding Death Benefit Nomination

SMSF death benefit nomination compliant with SIS. 3-year lapsing or non-lapsing (subject to deed).

From $110 inc. GST1 day

Document 03

SMSF Property Holding Trust (Bare Trust)

Bare trust for SMSF property under an LRBA. Custodian holds legal title, SMSF holds beneficial interest.

From $550 inc. GST2–7 days

Document 04

Wills pack

Estate planning pack with will, EPOA (Financial), and Medical Treatment Decision Maker. Three tiers.

Document 05

Discretionary trust deed

Family trust establishment with optional corporate trustee company.

From $440 inc. GST1–3 days

Bespoke

Specialist & custom trusts

Bloodline, family protections, asset holding, embedded child trusts, and bespoke deeds. Quote in writing first.

Quote on enquiry2–5 days

Document 06

Changes / Variations

Variations to trust and SMSF deeds, add/remove members, update trustees, foreign person exclusions.

Browse all documents

Working with us

Get in touch.

Anyone in your practice can reach us directly, advisers, paraplanners, support staff. Same business day response, no gatekeeping.

Direct line03 9970 1878

From $880 inc. GST1–2 days

A few details and we'll be in touch.

Your name

Practice or AFSL

Practice size

Tell us about your practice

Main site/For Real Estate

For real estate agents

Leases drafted in days, not weeks.

Commercial and retail leases, lease assignments, lease variations and incentive deeds. Landlord-positioned, prepared fast, ready to send.

Order documents View main site

Why this exists

The gap agents describe.

Agents we talk to consistently describe the same gap, and it's a real gap, not a marketing one.

Deals stall waiting on legals.

You've found the tenant, agreed heads, the landlord wants to sign. Then weeks pass while the legal sits in someone's queue. Tenants walk, deals die.

Generic leases leave landlords exposed.

Make-good clauses that don't survive lease end. Personal guarantees that fall away on company failure. Rent review mechanics that don't actually trigger. We see it constantly.

Variations and assignments are an afterthought.

Mid-lease changes, rent abatements, incentives, assignments — most firms treat them as low-priority. We treat them as the same priority as a new lease.

The proposition

Quick,
and good.

Most commercial leases on the market are written for "balance", which in practice means the landlord absorbs more risk than necessary. We draft leases that hold the line — enforceable rent review mechanics, robust default provisions, security and bank guarantee requirements that work, make-good obligations that survive lease end, and personal guarantees that survive corporate failure.

Same-day starts
Send the heads of agreement in the morning, draft back the next day for most matters.
Strong landlord positioning
Drafted to protect the asset. Make-good, personal guarantees, default, rent review and bank guarantees all hold up.
Retail Leases Act compliant
Disclosure statements, prescribed terms, RTA-compliant outgoings — done right the first time.
Assignments handled fast
Deeds of assignment, consents, release of guarantor, novation. Standard turnarounds in 1, 2 days.
Variations and incentive deeds
Rent abatements, incentive deeds, mid-term variations, option exercises, surrenders. Same speed as a new lease.
Direct phone access
No portals, no tickets. Anyone in your agency can call us directly.

Order documents

Lease catalogue.

Standard lease work, fixed fee, drafted by a lawyer in 1 to 2 business days. Larger or non-standard matters quoted same day.

↗Document 01

Commercial lease (landlord)

Strong landlord-side leases for commercial premises. Make-good, personal guarantees, rent review, default and bank guarantee provisions that hold.

Coming soon✉Document 02

Retail lease (landlord)

Retail lease compliant with the Retail Leases Act 2003 (Vic). Disclosure statement, prescribed terms, outgoings schedule. Email us to enquire.

From $990 inc. GST1–2 days

↗Document 03

Lease review (tenant)

Tenant-side review of a commercial or retail lease before signing. Written advice on rent, options, makegood, assignment, outgoings.

From $770 inc. GST1–2 days

Coming soon✉Document 04

Deed of assignment

Assignment of lease, consent, release of outgoing guarantor, replacement guarantee. Email us to enquire.

From $660 inc. GST1–2 days

Coming soon✉Document 05

Deed of variation

Lease variations, term extensions, rent abatements, change of premises, option re-grant. Email us to enquire.

Coming soon✉Document 06

Incentive deed

Rent-free periods, fitout contributions, cash incentives. Tied to the lease, with clawback provisions on default. Email us to enquire.

Browse all documents

Working with us

Get in touch.

Anyone in your agency can reach us directly — agents, principals, property managers, support staff. Same business day response, no gatekeeping.

Direct line03 9970 1878

A few details and we'll be in touch.

Your name

Agency

Type of work

Tell us about the matter

Home/For Builders & Developers

For builders & property developers

For builders & developers.

A lawyer who already understands progress claims, retentions and the Security of Payment Act — and who's stood on the site.

What we do for the industry

Payment. Contracts.
Defects. Disputes.

From a single fixed-price build to a multi-stage development, we act fast and commercially to keep projects moving and money flowing. Builders, developers, head contractors, trades and subcontractors.

Construction & disputes →

What we handle

Building, construction & development

Security of Payment (SOPA) claims & adjudication
Building & construction contracts
Development & site acquisition structuring
Joint ventures & landowner agreements
Variations, EOTs & progress claims
Defect & rectification disputes
Subcontractor agreements
Commercial leasing & contracts
VCAT & litigation

Why builders use us

Building disputes need lawyers who can read the documents and the work. Construction matters at Kallan are informed by direct experience as a registered builder — 150+ homes and multiple commercial buildings. Having stood on the site means we read the dispute the way you do.

Across the project

Contracts before you sign, payment claims when you're owed, defects and variations when scope shifts — and the commercial side of a development too: site acquisition structuring, joint ventures and landowner agreements, and the leasing or sale of the finished building. One firm, direct lawyer access, fixed fees where we can. See Property & Commercial →

Building enquiry

Tell us about the matter.

Building disputes move quickly. Send through the details and we'll be in touch.

Direct line03 9970 1878

Home/Services/Tax, Trusts and Super

Practice area

Tax, Trusts and Super.

Tax and structuring, trust law, and self-managed super — one team across the structures business owners and families rely on.

Tax and structuring

Income tax, CGT, GST, Division 7A, small business concessions and restructure rollovers. Advice on the tax consequences of how you hold, operate and transfer assets — including the structures behind a development.

Trust law — reviews, variations and vesting

With the 2026 trust changes, most of this work is keeping existing structures current. We review, amend and modernise deeds so the trust you already have still does what you need:

Trustee changes — removal, retirement and appointment of trustees; individual-to-corporate trustee transitions
Appointor & guardian changes — succession of control, removal and replacement
Beneficiary amendments — adding or excluding beneficiaries; foreign-person exclusions for duty and land tax
Deed updates & modernisation — bringing older deeds up to current law, streaming and distribution powers
Variations & vesting — extending or bringing forward vesting dates, deeds of variation
Reviews & health checks — a fixed-fee read of your deed against the 2026 changes

We draft new discretionary, unit and hybrid trusts too — but the priority is making the most of the structures you already hold.

Self-managed super

SMSF establishment, deed updates, binding death benefit nominations, contribution and pension strategies, and SIS Act compliance.

Order documents online

Trust and SMSF documents you can order directly — drafted by a lawyer, reviewed against current legislation, delivered in 1–2 business days, fixed fee.

Vary / modernise a deed ↗ Change trustee or appointor ↗ New discretionary / unit trust ↗ SMSF establishment ↗ BDBN ↗ See all documents →

Tax, trust & super enquiry

Tell us about the matter.

Send through the details and we'll be in touch.

Direct line03 9970 1878