The choice of Sunshine Coast locals for 25 years

Andrew Gardiner Law

Superannuation and Trusts | Sunshine Coast

Superannuation deeds and trust documents might not be exciting, but the proper use of these structures can minimise your tax and secure your assets.

Our clients often have us review their documents because they do not understand them. If you are in that position, let us help you. We will explain them to you in simple, straightforward terms.

If you are going into a new venture or moving assets around, we will take a holistic approach and suggest that you talk to your accountant or financial planner before moving ahead.

We can prepare your:

  • Family trust deed
  • Unit trust deed
  • Superannuation fund documents
  • Bare trust (for that property purchase in the super fund)
  • Amendment deeds for any of the above

Andrew Gardiner Law looks at the big picture and make sure you’re getting the best possible advice. Contact us today for a free initial consultation and quote.

Image of lawyer advising on the set up of a superannuation fund

Andrew Gardiner Law

Superannuation and Trusts | Client Case Studies

A client came to us after their mother had died. Mum was the appointor and trustee of the family trust. The family trust owned the business and the business needed documents signed and someone in control very quickly. We were able to assist the client in understanding the mechanism for taking control of the trust. The client was the executor of Mum’s will. The trust deed allowed the executor to appoint a new appointor of the trust. New documents were drawn up quickly. The business was not affected.

Our clients owned the family home in their name. The wife was setting up a new business and was going to trade in her own name. We explained the risks to her family home if the business failed. After discussions with her accountant, we set up a family trust for her to use as the owner of the business asset. The risks were minimised.

Image of lawyer helping set up a family trust

Criminal Law

There are no shortcuts to a successful result in a criminal matter. We take the time to understand the facts, our client and what they want to achieve.