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Financial Services
Almost all working and retired Australians now have significant investments in financial products, and need to access financial services on a regular basis.
- Compliance and regulation;
- Duties of trustees;
- Succession planning;
- Interpretation of trust deeds and other relevant documents;
- Establishment and preparation of documents relating to fixed and non-fixed trusts and self managed superannuation funds;
- Taxation and revenue;
- Relationship law implications;
- Liaising with industry regulators (such as ASIC and APRA) in relation to audits, compliance issues and investigations;
What our clients say
29/11/2011 |
Local Real Estate AgentRita Fisher -
Testimonials
Thankyou ... your office is the best ever
Recent Successes
20/12/2011 |
Bundjalung Tribal Society and Stacks/The Law Firm BallinaNathan Luke -
Recent Success
A great success story for one of our client's this year was The Bundjalung Tribal Society "BTS". BTS is a charitable organisation providing...
Members of our team regularly speak at conferences attended by both providers and consumers of financial services.
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