Our Services /

Tailored to you.

Our lawyers have expert knowledge and experience across a range of industries.

Business Succession and Estate Planning

More often than not, we put off doing something we deem too difficult and hope it will go away. Business succession and estate planning certainly falls into this category. At Shield Partners our expertise and empathy, in this highly emotional aspect of our lives, will ensure that your plans and desires for the transfer of your assets are appropriately catered for in the event of one of life’s tragic events occurring.  We will work very closely with you throughout the process to make sure this important task is not put to the bottom of the pile which will ultimately provide peace of mind.

The following services are offered:

 

  • Preparing and updating Wills (including Testamentary Trust Wills)
  • Preparing Enduring Power of Attorney documentation
  • Advising on Will challenges
  • Review of Trust Deeds
  • Preparation of Trust Deed Amendments
  • Establishment of Trusts
  • Review of Company Constitutions
  • Review of Self-Managed Superannuation Fund (SMSF) Deeds
  • Preparation and review of SMSF Binding Death Benefit Nominations

At Shield Partners, we advise a broad range of clients who work in the property sector including large and small scale developers, project managers, builders and property investment trusts. Due to our extensive property networks we are also able to make introductions between our clients for investing, acquisition and sale opportunities.

The following services are offered:

 

  • Preparation and review of contracts
  • Joint ventures
  • Development Agreements including tax implications;
  • Lease reviews
  • Financing options
  • Sales and acquisitions
  • Conveyancing

Property

Our team have the experience and resources available to advise our property clients on complex issues and minimise tax and commercial risks in multifaceted property transactions. We also advise those just starting out in the property development industry to ensure they maximize structuring opportunities that exist at the outset.

 

Our advice spans a range of property related matters such as structuring for acquisitions, disposals and developments, major leases, and conveyancing matters.

Private Client Matters

We assist a number of high net worth families at Shield Partners and aim to provide a family office service to these clients. Our experience working with these families has shown that by adopting a holistic approach we can offer a complete service and ensure that issues covering a number of topics are identified and addressed. This assists our clients with keeping the process as straightforward as possible as all of their requirements are met through one single contact point who can draw upon highly specialised people when required.

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