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Tax and Structuring Trust Law Self-Managed Super Companies Wills and Estate Planning Construction and Disputes Commercial
Boutique law firm · Melbourne

Boring legal stuff,
done brilliantly

Tax, trust, commercial and estate planning for business owners, families, and the accountants and advisers who work with them.

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A specialist firm,
quietly excellent.

Kallan Lawyers is a boutique Melbourne firm specialising in taxation, trust law, commercial law and estate planning, for business owners, families, and the accountants and advisers who work with them.

We're built around the work that matters when structures get complex: drafting documents that hold up, advising on transactions that need to settle, and resolving disputes when they arise. Fixed fees where we can, fast turnaround as a default, and a lawyer who picks up the phone.

What sets us apart is depth in the work clients actually need, across tax structures, trust mechanics, building disputes, and the documents and advice that connect them.

Services

What we do.

Practice areas built around the work that matters most when structures get complex, and for the disputes that arise when business goes sideways.

Tax and Structuring

Income tax, CGT, GST, Division 7A, small business concessions, restructure rollovers.

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Trust Law

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

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Self-Managed Super

SMSF establishment, deed updates, BDBNs, contribution strategies, SIS Act compliance.

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Companies

Constitutions, shareholder agreements, share classes, dividend access, capital raises.

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Wills and Estate Planning

Estate plans prepared as coordinated packs across will, structures, SMSF, and trusts. Testamentary trusts and business succession.

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Construction and Disputes

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

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Commercial

Commercial and Retail leases, loan agreements, contracts, partnership agreements.

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Insights

What we're thinking about.

Notes on technical changes, court decisions, and structuring questions that come up in our work.

2026 Budget · Trust Law · 5 min read

Your unit trust probably isn't 'fixed' — and it will cost you 30%.

Most Australian unit trust owners assume the new 30% minimum trustee tax doesn't apply to them. Most are wrong.
2026 Budget · A warning · 4 min read

The trust reform isn't law yet. Don't buy a fix yet either.

Template deed amendments are about to flood the market. Most will cost more than they save.
2026 Budget · Stamp Duty · 5 min read

Converting your trust? Beware the state duty trap.

The federal CGT rollover doesn't touch state duty. For trusts holding land, that's where the real cost sits.
Get in touch

Talk to us about a matter.

Routine document, complex piece of advice, or a dispute that needs moving, send through the details and we'll be in touch.

Phone03 9970 1878
Emailhello@kallanlawyers.com.au
Office105 Hoddle Street, Richmond VIC 3121
HoursMon–Fri, 9am–4:30pm
Home/Services
Services

What we do.

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

Tax and Structuring

Income tax, CGT, GST, Division 7A, small business concessions, restructure rollovers, tax disputes.

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Trust Law

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

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Self-Managed Super

Establishment, deed updates, BDBNs, pension commencement, SIS Act compliance.

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Companies

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

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Wills and Estate Planning

Estate plans prepared as coordinated packs across will, structures, SMSF, and trusts. Testamentary trusts and asset protection.

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Construction and Disputes

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

→

Commercial

Commercial and Retail leases (landlord-positioned). Loan agreements. Contracts. Partnership agreements.

→
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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.
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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.

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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.

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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.

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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
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

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

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.

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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
Emailadmin@kallanlawyers.com.au
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Home/Services/Commercial
Practice area

Commercial.

Commercial and Retail leases. Loan agreements. Partnership agreements. Contracts.

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.

Order a Division 7A loan agreement →

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
Emailadmin@kallanlawyers.com.au
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.

Companies

Company set-up, intra-group loans, share transactions.
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Set up company

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

From $825 inc. GST1–2 days
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Div 7A loan agreement

Company → shareholder or associate. ATO benchmark rate, s 109E minimum repayments.

From $220 inc. GST1–2 days
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Sale of shares

Transfer of existing shares — sale agreement, deed of transfer, board resolutions, Form 484 update, share certificate cancellation and reissue.

From $550 inc. GST1–2 days
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Share issue

New shares issued by the company. Directors' minutes, members' resolution if needed, share certificate, register update, Form 484.

From $440 inc. GST1–2 days
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Share buy-back

Company buying back its own shares. Resolutions, buy-back agreement, share cancellation, ASIC Form 280 and Form 484.

From $440 inc. GST1–2 days

Trusts

Establishment, variation, and trustee/appointor changes — all trust types.
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Discretionary trust

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

From $330 inc. GST1–2 days
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Unit trust

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

From $330 inc. GST1–2 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.

From $1,100 inc. GST2–3 days
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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
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Bare trust (SMSF LRBA)

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

From $550 inc. GST1–2 days
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Deed of variation

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

From $440 inc. GST1–3 days
 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.

From $275 inc. GST1–2 days
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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
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SMSF bare trust (LRBA)

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

From $550 inc. GST1–2 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.

From $550 inc. GST2–7 days
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Power of Attorney

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

From $275 inc. GST1–2 days
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Medical Treatment Decision Maker

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

From $275 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 $770 inc. GST1–2 days
 ↗

Commercial lease (landlord)

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

From $880 inc. GST1–2 days
 Coming soon

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
 Coming soon

Deed of assignment (lease)

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

From $660 inc. GST1–2 days
 Coming soon

Lease deed of variation

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

From $550 inc. GST1–2 days
 Coming soon

Incentive deed

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

From $550 inc. GST1–2 days
 ↗

Partnership agreement

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

From $880 inc. GST2–3 days
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Deed of gift

Gifts of cash or property between related parties.

From $220 inc. GST1–2 days
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.

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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.

From $330 inc. GST1–2 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 03

Unit trust deed

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

From $330 inc. GST1–2 days
 Document 04

SMSF establishment

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

From $275 inc. GST1–2 days
 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 $550 inc. GST1–2 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.

From $440 inc. GST1–3 days
 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
Emailhello@kallanlawyers.com.au

A few details and we'll be in touch.

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.

From $275 inc. GST1–2 days
 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. GST1–2 days
 Document 04

Wills pack

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

From $550 inc. GST2–7 days
 Document 05

Discretionary trust deed

Family trust establishment with optional corporate trustee company.

From $330 inc. GST1–2 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.

From $440 inc. GST1–3 days
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
Emailhello@kallanlawyers.com.au

A few details and we'll be in touch.

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.

From $880 inc. GST1–2 days
 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.

From $550 inc. GST1–2 days
 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.

From $550 inc. GST1–2 days
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
Emailhello@kallanlawyers.com.au

A few details and we'll be in touch.

Home/Insights
Insights

What we're thinking about.

Notes on technical changes, court decisions, and structuring questions that come up in our work.

2026 Budget · Trust Law · 5 min read
12 May 2026

Your unit trust probably isn't 'fixed' — and it will cost you 30%.

Most Australian unit trust owners assume the new 30% minimum trustee tax doesn't apply to them. Most are wrong.

2026 Budget · A warning · 4 min read
10 May 2026

The trust reform isn't law yet. Don't buy a fix yet either.

Template deed amendments and "restructure kits" are about to flood the market. Most will cost more than they save.

2026 Budget · Stamp Duty · 5 min read
8 May 2026

Converting your trust? Beware the state duty trap.

The federal CGT rollover doesn't touch state duty. For trusts holding land, that's where the real planning cost sits.

2026 Budget · For Advisers · 6 min read
5 May 2026

Federal rollover, state duty: the mismatch every adviser needs to model.

Modelling the federal position without the state position is no longer adequate advice. The numbers explain why.

Home/Who we are
About

Who we are.

A boutique firm built on three decades across accounting, building and the law.

A specialist firm,
quietly excellent.

Kallan Lawyers is a boutique Melbourne firm specialising in taxation, trust law, commercial law and estate planning.

The firm draws on three decades of work across three professions. The principal first qualified as an accountant, became a CPA, and ran an accounting practice for 15 years. Then registered as a builder, and over the next 16 years delivered more than 150 homes and multiple commercial buildings. Now applies all of that experience to the firm's legal practice.

It's a rare combination. The technical depth in tax and trust mechanics comes from doing the work for years. The instinct for what matters in a building dispute comes from having stood on the site.

Background one
15 years

Accountant and CPA

Running an accounting practice. CPA Australia member. Tax structures and Division 7A weren't learned from a textbook, they were the daily work.

Background two
16 years

Registered builder

150+ homes and multiple commercial buildings delivered. Defects, variations, SOPA, we've seen them on site.

Practice today
Lawyer

The current firm

Bringing both prior backgrounds to the legal work.

We work with business owners on the legal mechanics behind the way they hold and operate their structures. With families and individuals on the documents that determine what happens to those structures over time. And with accountants and financial planners as a dedicated legal partner behind their practice.

What we stand for

  • Speed without compromise
  • Fixed-fee certainty
  • Technical depth
  • Plain-English advice
  • Real-world experience

[ Photo and detailed bio of principal will be added when ready, space reserved here. ]

Home/Privacy
Privacy

Privacy Policy.

How we collect, hold, use and disclose your personal information, in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

Effective date, 1 May 2026

Who we are.

Kallan Lawyers is a boutique Australian law firm based in Melbourne, Victoria. In this policy, "we", "us", and "our" mean Kallan Lawyers.

What information we collect.

When you contact us, submit an enquiry, or place an order through our website, we collect the personal information you give us. This may include,

  • name, address, date of birth, and contact details
  • tax file number, ABN, ACN, and other identifiers
  • information about your business, structures, family, or estate
  • information about other people you give us instructions about, including beneficiaries, directors, shareholders, trustees, members, and witnesses
  • documents you upload through our order forms
  • technical information automatically collected when you use the site, including IP address, browser type, and pages visited

If you give us personal information about another person, you confirm that you are authorised to do so and that the person is aware of, and consents to, our collection and use of their information as described in this policy.

Why we collect it.

We collect personal information for the primary purpose of providing legal services and preparing the documents you have requested. We also use it to,

  • identify and verify clients
  • communicate with you about your matter
  • issue invoices and process payments
  • comply with our legal and professional obligations, including anti-money laundering, taxation, and the Legal Profession Uniform Law
  • improve the operation of our website and services

Sensitive information.

Where the work calls for it, we may collect sensitive information such as health information (for example, capacity assessments, advance care directives) or information about beneficiaries who are minors or who have a disability. We only collect sensitive information with your consent or as otherwise permitted by the Privacy Act.

Who we share it with.

We may share your personal information with,

  • your accountant, financial adviser, broker, or other professional adviser, where you have asked us to do so or where it is necessary to complete the matter
  • government authorities, including ASIC, the ATO, the Australian Business Register, state revenue offices, and Land Registries, where required to register the documents, lodge filings, or comply with the law
  • banks and lenders where the matter requires it
  • our service providers, including IT, hosting, email, document storage, and payment processors, who are bound to keep your information confidential and secure
  • our professional indemnity insurer, our auditors, and our legal advisers, where necessary

We do not sell or rent personal information.

Overseas disclosures.

Some of our service providers, including our website hosting, form processing, and email delivery providers, may store data in the United States or other countries. We take reasonable steps to ensure these providers handle your information consistently with the Australian Privacy Principles.

How we keep it safe.

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. This includes physical, electronic, and procedural safeguards. Where the law and our professional obligations allow, we will destroy or de-identify personal information once it is no longer needed.

Files held in connection with legal services are retained for at least 7 years after the matter closes, in accordance with our professional obligations and Australian regulatory requirements.

Cookies and analytics.

Our website may use cookies and similar technologies to remember your preferences and to understand how the site is used. You can disable cookies in your browser settings. The order forms use your browser's local storage to save your draft order for 14 days, so you can return and continue where you left off.

Accessing or correcting your information.

You can ask us for access to the personal information we hold about you, and ask us to correct it if it is inaccurate, out of date, incomplete, irrelevant, or misleading. We will respond within a reasonable time. If we decline access or correction, we will give you reasons in writing.

Complaints.

If you believe we have not complied with this policy or with the Privacy Act, please contact us using the details below. We will investigate and respond within a reasonable time. If you are not satisfied with our response, you can complain to the Office of the Australian Information Commissioner at oaic.gov.au.

Changes to this policy.

We may update this policy from time to time. The current version is always available on this page, with the effective date shown above.

Contact.

Questions, requests, or complaints about this policy should be sent to,

Kallan Lawyers
03 9970 1878
hello@kallanlawyers.com.au

Home/Terms
Terms

Website terms and order terms.

The terms that apply when you use this website and when you order documents online from Kallan Lawyers.

Effective date, 1 May 2026

Part A. Website terms of use.

Acceptance.

By using kallanlawyers.com.au, you agree to these terms. If you do not agree, please do not use the site.

Information only, not advice.

The content on this website is general information about Australian law and our services. It is not legal, tax, accounting, or financial advice. It does not take account of your individual circumstances. You should not act on it without obtaining professional advice tailored to your situation.

No solicitor-client relationship.

Reading the site, sending an enquiry, or starting an order does not, by itself, create a solicitor-client relationship between you and Kallan Lawyers. A relationship arises only when we accept your instructions in writing and a costs disclosure has been given (where required).

Intellectual property.

The text, images, logo, structure, and code of this website are owned by Kallan Lawyers or used with permission. You may view and print pages for personal or internal business use, but you may not copy, distribute, or republish the site or its contents without our written consent.

Linked sites.

Our site may link to third-party sites. We do not control those sites, and we are not responsible for their content, accuracy, or availability.

Liability.

To the maximum extent permitted by law, we exclude all liability for any loss arising from your use of the site, including any reliance on its content. Nothing in these terms excludes liability that cannot be excluded by law.

Part B. Online order terms.

When you order documents.

When you complete and submit an order form, you are giving us instructions to prepare the documents listed in the order. By submitting, you agree to the order terms below, the acknowledgements you ticked, and the indicative fee shown for the document pack.

Costs disclosure and engagement.

For matters where total legal costs are likely to exceed $750 (excluding GST and disbursements), the Legal Profession Uniform Law requires that we provide a written costs disclosure before the work is started. After receiving your order, we will send a written costs disclosure and engagement confirmation. The matter does not proceed until that disclosure has been provided and you have acknowledged it.

Indicative fees.

The fees shown on the order pages are indicative fixed fees for the standard scope of each document pack. The fee may be increased where the work falls outside standard scope, including custom drafting, urgent turnaround outside our normal turnaround, multiple parties or structures, or complications that arise during preparation. Any change to the fee will be quoted to you in writing before any extra work is started.

Scope.

The order is for the preparation of the documents described, based on the information you enter in the form. It does not include legal, tax, accounting, financial, or commercial advice. It does not include lodgement of documents, registration of securities, or attendance to executions, unless we agree this with you in writing.

Information you provide.

You are responsible for the accuracy and completeness of the information entered in the form. We will rely on that information without independent verification. If the information is incorrect, incomplete, or inaccurate, the documents may also be incorrect, and we are not liable for that outcome.

Independent advice.

The documents prepared under this online order service are general-purpose documents. Before signing or acting on them, the client should obtain independent legal, tax, accounting, and financial advice. We strongly recommend you do so, and you confirm this in the acknowledgements at the time of submitting your order.

Payment.

An invoice will be issued on completion of the documents (or on draft delivery, depending on the matter). Payment terms are 7 days from the date of the invoice unless we agree otherwise in writing.

Cancellation.

You may cancel an order at any time before drafting starts and no fee is payable. Once drafting has started, a pro-rata fee may be charged for work already done, calculated reasonably and disclosed to you in writing.

Limitation of liability.

To the maximum extent permitted by law, our total aggregate liability arising from or in connection with each order, however caused, is limited to the fee paid for the document pack. We exclude all liability for consequential, indirect, special, or third-party loss, including loss of profit, loss of opportunity, or tax consequences. Nothing in these terms excludes liability that cannot be excluded by law.

Liability limited by a scheme.

Liability limited by a scheme approved under Professional Standards Legislation.

Governing law.

These terms are governed by the laws of Victoria, Australia. The courts of Victoria have exclusive jurisdiction over any dispute.

Contact.

Questions about these terms should be sent to,

Kallan Lawyers
03 9970 1878
hello@kallanlawyers.com.au