Our Key Services
Complex Estate & Family Succession Planning
While most lawyers can provide a simple Will few have the training and additional skills to advise on sophisticated complex estate planning strategies. Estate planning is more than just having a Will signed.
An estate plan needs to consider:
- A clients Superannuation position needs to be examined and consideration given to who is to receive death benefits
- Clients insurance arrangements need to be carefully reviewed
- Clients tax structures holding wealth needs to be examined and the terms of trust deeds reviewed
- Review of client’s business structures and succession to the next generation may be necessary
- The taxation circumstances and asset protection of clients’ beneficiaries needs to be carefully scrutinized
Only after a thorough review of the client’s circumstances can a comprehensive well documented estate plan be completed.
The estate planning process requires a collaboration of a client’s legal, financial and taxation advisers. Clients financial advisers are crucial to achieve the right result.
The involvement of Glenister & Co in the client’s estate panning affairs will generate the right result. The fees charged by Glenister & Co reflect the special knowledge and skill they possess. The legal fee component can vary depending on what is required.
Self Managed Super Fund
The area of superannuation is extremely complex covering in excess of 2000 pages of legislation, tax rulings and guidelines and a vast amount of Government regulations.
The principal of Glenister & Co, Ian Glenister is a qualified Specialist SMSF Advisor being the first Lawyer in Australia to attain this qualification. In 2011 he also completed the Adelaide University Professional Certificate SMSF and was dux of his class.
As the result of Glenister & Co’s alliance with the SMSF Academy it is our intention to stay at the cutting edge of the SMSF industry by regular and continuous SMSF education. Consequently Glenister & Co remain dedicated to providing sound and formative advice and assistance in this complex area of the law.
Automated Document Delivery System (“ADDS”)
Glenister & Co offers a state of the art ADDS for the delivery of a series of legal documents that provides up to date SMSF Trust Deeds, SMSF Trust Deed Upgrades, Pensions, Change of Trustee, Change of Fund Name and a myriad of other SMSF documents.
The Glenister & Co SMSF establishment services provided by the ADDS allows for not only the establishment of the Fund but simultaneously application for a Tax File Number and Australian Business Number. A Death Benefit Nomination for the Fund can also be provided.
The ADDS also caters for company incorporations of all kind and for the establishments of Trusts of all varieties.