Boring legal stuff,
done brilliantly
Commercial agreements, business structures, trusts, tax and estate planning, for business owners and the accountants and advisers who look after them.
Built for business owners,
and the advisers behind them.
Kallan Lawyers is a boutique Melbourne firm built on three decades across accounting, the law and building. We act for business owners, families with structures, and the accountants and financial advisers who look after them: commercial agreements that hold up, structures that do what they were set up to do, and tax, trust and super advice that keeps them current.
Fifteen of those years were spent running an accounting practice, where tax structures, trusts and Division 7A were daily work. That is why the technical side of a structure is answered here rather than referred on. More about the firm.
Fixed fees quoted in writing before work begins, fast turnaround as a default, and a lawyer who actually picks up the phone.
What we do.
Six practice areas that a client with a business and a family structure actually needs, and which constantly overlap.
Trust Law
Trust deeds, variations, trustee and appointor changes, vesting and trust succession.
Estate Planning & Succession
Wills, testamentary trusts, and succession of trusts, companies and superannuation.
Tax Law
Division 7A, trust tax issues, business restructures and capital gains.
Commercial Law
Contracts, loan agreements, guarantees, shareholders agreements and leases.
Superannuation & SMSFs
Fund deeds, binding death benefit nominations, borrowing and fund succession.
Construction & Property
Building disputes, construction contracts, security of payment and commercial property.
What we're thinking about.
Notes on technical changes, court decisions, and structuring questions that come up in our work.
Are Discretionary/Family Trusts Dead?
The proposed 30% minimum tax weakens the income-splitting case for a trust. It does nothing to the asset-protection case.
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.
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.
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.