Your peace of mind is at the front of ours

No matter what stage your business is at, growing, managing, and protecting business wealth requires careful planning. As experts in business succession law, we take pride in helping small business owners plan for the future with confidence.

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Your peace of mind is at the front of ours

GET IN TOUCH

At Hardies Lawyers, we understand not all businesses are created equal, so a bespoke approach is required.

Our legal services are tailored to help you plan for life's expected and unexpected events, with peace of mind knowing your most valuable asset is protected.

Asset Protection

Effective asset protection is a crucial consideration for every business owner.

Establishing the right ownership structure for your business from the beginning is key to ensuring your business starts off on the right foot.

When done right, separating the ownership of business assets from operational risk can protect those assets in the event of a business dispute, insolvency, or other unforeseen circumstances.

What we can help with:

Company incorporation documents
Trusts (discretionary trusts, unit trusts, and bare trusts)
Acquisition structuring and asset transfers
Small business restructuring
Gift and loan-back arrangements
Limited recourse borrowing arrangements

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Succession

A robust succession plan ensures business value is delivered to the right people.

As a business owner, your business often forms a significant portion of your overall wealth. So it's never too early to implement a succession plan for your business.

A well-considered succession plan will ensure tax implications are managed, long-term leadership is maintained, and the business legacy is realised.

What we can help with:

Business structures for ownership transition
Capital gains tax (CGT) rollovers
Small business CGT concessions
Management buyouts
Company powers of attorney
Insurance-funded buy/sell agreements

LET'S TALK ABOUT SUCCESSION

Estate Planning

Effective planning ensures the transfer of wealth to your family is done right.

Whether it’s trusts, wills, or superannuation, our expertise in all aspects of tax and estate planning means you can rest easy.

We are sensitive to the emotions that often underpin these matters, so we take the time to fully understand your needs to ensure that family and business assets are transitioned as intended.

What we can help with:

Wills and testamentary trusts
Family trust succession
Superannuation nominations
Letters of wishes
Powers of attorney and guardianship
Taxation of deceased estates

LET'S TALK ABOUT ESTATE PLANNING

Transactions

Transactions are the lifeblood of every business and require a bespoke approach.

Our comprehensive suite of transaction services means we can evaluate, plan, and manage your commercial transactions from start to finish, no matter which side of the deal you're on.

We take the time to fully understand all aspects of your transaction and work closely with you and your financial advisers to ensure you get the best possible outcome.

What we can help with: