Standard Package
For straightforward family law matters.
Best suited for cases involving a family home, superannuation, and limited entities.
Whatโs included:
- Initial consultation and scope confirmation.
- Review of core financial documents.
- Asset & Liability Register.
- Guidance on whether valuations are required.
- Basic tax analysis (CGT, rollover reliefs).
- SMSF splitting guidance and documentation support.
- Financial schedules for settlement documentation.
- Liaison with your legal team.
- One free ticket per special exhibition
- Two single-use guest passes per year
Comprehensive Package
For complex family law matters.
Designed for cases involving multiple businesses, trusts, SMSFs, or complex asset holdings.
Whatโs included (everything in Standard, plus):
- Full review of companies, trusts, and SMSFs.
- Collation of financial data for certified valuers.
- Detailed tax analysis: CGT, dividends, franking credits, GST, stamp duty, indirect taxes.
- Scenario modelling of settlement proposals.
- Advice on restructuring businesses, trusts, or ownerships post-settlement.
- Attendance at joint meetings with lawyers, clients, and professionals.
- Implementation support and post-settlement tax planning.
Team Training
Build confidence in complex financial structures during family settlements.
Gain confidence in spotting accounting red flags early, advise clients with clarity, and ensure they receive the best outcome.
What’s Included:
- 2 hour workshops (in-person or virtual).
- Customised in-chambers training for law firms.
- Option to provide take-home resources: checklists, flowcharts, and a practical guidebook.
Additional Client Services
Take support to the next level.
We can also assist with:
- Court or mediation attendance.
- Expert reports for court purposes.
- Ongoing post-settlement advisory and compliance support.