Private Wealth Law

We help clients create, grow, protect and pass on their wealth. Our team specialises in developing and putting solutions in place to achieve your objectives in a tax-effective manner.

Testimonials

You have given me the chance of a fresh start that I didn’t think I’d ever have again to be honest. You literally changed my life and I’ll never be able to thank you enough. Just wanted to let you know how much I sincerely appreciate all your help and hard work.

Compensation Client

The team at Chamberlains made buying a property extremely easy, I never once experienced the stress people talk about during the exchange/settlement periods of their property. Definitely recommend!

Conveyancing Client

The debt recovery team went above and beyond when our business was owed money. Would use again for sure!

Insurance Client

We picked the most highly specialised and talented lawyers.

Building and preserving your wealth is our specialty, with our team ready and waiting to assist you maximise the potential of your asset growth. We focus on providing our clients with a holistic range of services to ensure the most tax effective and asset protective structuring of their affairs.

Whether it’s assisting our clients with establishing ownership structures to mitigate risk and liability, advising clients on the laws governing trusts or helping clients to achieve their philanthropic objectives, we’re here to help our private clients achieve their goals.

Process - what happens next?

Initial case evaluation

After an initial briefing of your matter, we will provide you with a preliminary quote.

Consultation

We look into all aspects of your matter and suggest the most viable path for you.

Case management

The Chamberlains team will work tirelessly to reach the best possible outcome for you.

Services

Wealth Protection

There are many scenarios in which your assets can become vulnerable. We work with you to structure your affairs to mitigate risk and liability.

Our strategies are formulated, often in consultation with your financial advisers and accounts to provide unique, effective solutions built around your needs.

 

Estate and Succession Planning

You’ve spent a lot of time creating and growing your assets, and our team works with you to build an estate plan that will leave a lasting legacy for many generations to come.

Our private clients are looking for estate plans that provide a high level of asset protection, tax minimisation and flexibility at death.

We can help you protect your estate and ensure a flexible and tax effective transition of your wealth structures to your beneficiaries. There is no ‘one-size-fits-all’ approach to succession planning. At Chamberlains we work with you to create a bespoke solution.

Property Structuring

Having a professional prepared and reviewed plan for your property structures is an essential ingredient in maintaining secure, tax efficient and profitable wealth structures. We are able to assist in the creation and maintenance of several structures to help you retain and grow your wealth, such as:

  • Discretionary Testamentary Trusts
  • Family Trusts
  • Self-Managed Superannuation Funds
  • Unit Trusts
  • Corporate entities and other structures

Superannuation Law & Self-Managed Superannuation Fund Compliance

Superannuation law is a highly regulated environment. It is important for trustees to be across the unique challenges that is investing through a self-managed superannuation fund.

At Chamberlains, we assist clients with the establishment of self-managed superannuation funds in consultation with your accountant.

We also assist with ensuring documentation remains up-to-date and compliant providing comprehensive deed reviews and advice regarding trustee structures.

Self-Managed Superannuation Fund Compliance

We specialise in providing specialised advice in relation to self-managed superannuation law, including:

  • Implementing appropriate trustee structure
  • Legal compliance
  • Minimising death benefit taxes
  • Implementing a succession strategy
  • Self-managed superannuation fund borrowing
  • Deed reviews
  • Transfer balance cap considerations
  • Specialised advice to trustees for example, with regard to their duties and obligations

Contact us.

Sydney CBD
Sydney Norwest
Canberra
Perth
Newcastle

P +61 2 9264 9111
E hello@chamberlains.com.au

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