Family Continuity & Governance

Family wealth depends on more than tax. The structure needs to be understood, documented, operable and capable of transition if a principal dies, loses capacity, exits a business or passes control to the next generation. Our role is to keep the financial and structural framework clear without stepping into personal disputes.

Best suited to

Families with trusts, companies, SMSF's, complex wills, blended family considerations, ageing principals, intergenerational transfers, executors, attorneys or family-controlled entities.

Scope boundary

We can support structure, documentation, tax and adviser coordination. This is not family mediation, dispute resolution or personal conflict management.

Entity Governance and Documentation


Companies and trusts must be operated according to their underlying documents and governing law. Poor documentation can undermine tax outcomes and control.


·        Company registers and ASIC records

·        Trust distribution minutes and trustee resolutions

·        Related-party loans, service arrangements and Division 7A records

·        Review of entity purpose and ongoing usefulness

Estate and Succession Coordination


Many assets fall outside the will, including interests linked to companies, trusts and superannuation. We help clients and lawyers identify financial issues that should be addressed before documents are finalised.


·        What is and is not in the willable estate

·        Tax consequences on death and during estate administration

·        SMSF succession and binding nominations

·        Coordination with estate lawyers

Executor and Administration Support


Estate administration can be complex and emotionally difficult. We can assist by providing checklists, financial information and coordination with legal advisers.


·        Estate tax lodgements and accounting support

·        Asset and liability schedules

·        Coordination with lawyers and executors

·        Documentation and implementation tracking