Find Lawyers in Australia for Wealth Management / Succession Planning Practice

Deborah is a principal lawyer in Harwood Andrews’ wills and estates law practice team. Deborah is accredited by the Law Institute of Victoria as a specialist in Wills and Estates. Deborah has worked for various law firms in Geelong. Deborah has a caring and compassionate approach and aims to provide a solution that works for you. Deborah has in excess of twenty years’ experience in all areas of wills and estate planning, testamentary trusts, estate administration, estate litigatio...

Donna is a Partner in Piper Alderman’s Private Client Services practice with significant experience in the area of estate and succession planning, wills and estates. Her expertise includes advising upon and developing estate and succession plans for individuals and businesses and advice, interpretation and drafting of wills and agreements. Donna also advises directors and trustees on fiduciary and trust issues and business structuring. She has experience advising on self managed superan...

Sarah is an experienced Transactions lawyer who is valued by clients for her attention to detail, commercial acumen and dedication to achieving the best commercial outcome for them. Sarah’s transactional experience includes; Advising Best Doors and Reliance Doors on their business sale to Swiss listed company Dormakaba; Advising sportsmed on the sale of their hospital to Burnside War Memorial Hospital; Leading the due diligence team in relation to Kelsian Group’s (ASX:KLS) $698m (...

Loan Chow provides a personalised approach to her clients' estate planning needs and offers the full suite of services: Wills (including Testamentary Discretionary Trust Wills), Enduring Powers of Attorney, Letters of Wishes, and Advance Health Directives. With dual degrees in Law and Psychology, Loan brings a compassionate approach to her work, particularly in navigating sensitive family dynamics such as intergenerational wealth transfer, blended families, separation and divorce, and estrang...

As a highly skilled commercial lawyer Tim advises clients on efficient and effective business structures that facilitate access to the capital necessary for growth or acquisition. Capital Structuring extends to business restructuring whether solvent or insolvent and to enable generational business succession or exit. Tim provides pragmatic advice that has seen him develop key client relationships across a range of industries including manufacturing, construction, agri-business, technology, to...

Laura is a Special Counsel in the firm's Disputes Resolution & Litigation team, specialising in the areas of family business succession, estate planning and superannuation. She has over 16 years’ experience working with private clients and family businesses in crafting and executing succession plans. Laura’s key focus is to understand each individual or families motivation for their succession planning and tailor an appropriate plan for the individual or family. Her areas of e...

Rob is a principal of Sladen Legal and a Chartered Tax Adviser, accredited by the Law Institute of Victoria, as a specialist in both tax law and commercial law. He is also a member of the Law Institute of Victoria’s Tax Law Specialisation Committee, a Director and Chair of the Technical Committee of the Self-managed Independent Superannuation Funds Association (SISFA), and a member of the ATO Superannuation Industry Relationship Network (SIRN). Rob regularly presents on tax, superannuat...

Rod is a leading succession and trusts practitioner in Piper Alderman’s Private Client Services team. His expertise includes advising on trust law, including charitable trusts and foundations, will trusts, self-managed superannuation funds (SMSFs) and trust related corporate, property and commercial issues. For more than two decades he has advised family businesses on succession strategies and related dispute resolution. Rod regularly represents trust beneficiaries and institutional and...

Anne is one of Australia’s leading superannuation and financial services lawyers. Anne provides advice in relation to superannuation fund regulatory reform as well as superannuation fund product offerings, licensing, disclosure, fee arrangements and outsourcing arrangements.She is well connected to, and well known by, many superannuation and financial services industry participants. Anne has strong relationships with her clients and works hard at understanding their business, and to be ...

Hayley is a Succession Law Accredited Specialist (Qld) and a special counsel in the commercial team at Cooper Grace Ward. Hayley practices in estate and trust disputes, estate planning, and estate administration. Hayley has experience in providing a broad range of advice involving executor’s duties, beneficiaries’ rights, problematic and contentious estate administration, and matters involving attorneys, administrators and guardians. Her particular areas of interest are family pro...

Peter Slegers leads Cowell Clarke’s Tax & Revenue and Agribusiness teams. Peter has more than twenty years’ experience in advising on tax and superannuation law, private and public trusts, succession planning, and supporting clients with reviews and audits from the Australian Taxation Office. Peter has also delivered comprehensive advice and guidance to clients within the agribusiness sector on matters from restructuring to succession planning. Peter recently co-authored The T...

Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of ...

Kylie is a partner in the Holding Redlich's Corporate & Commercial practice. She is an experienced succession planning law expert and a Self Managed Superannuation Fund Professionals’ Association of Australia Ltd Accredited SMSF Specialist Advisor. Kylie works closely with advisors to prepare compliant solutions for a diverse range of individual clients with complex structures as well as rural and business clients and families with diverse dynamics. She has been awarded the SPAA CEO...

Belinda practises in the areas of estate planning, succession planning and deceased estates. She focuses on servicing the needs of individuals, families, privately owned business entities and private investment structures. Belinda has a strong focus on implementing strategies to assist clients in achieving tax efficiency, asset protection and the efficient transition of their wealth. She speaks Cantonese and Mandarin which enables her to assist many Chinese speaking clients in implementing ap...

Stephanie provides taxation, trust, estate planning, business succession and wealth protection services to high net worth individuals and corporations. Stephanie takes the time to understand her client’s objectives and provides them with strategic advice in respect of their personal and business succession planning, wealth protection and asset structuring. She assists her clients to understand complex tax and trust law to achieve their overall objectives. Stephanie also presents to vari...