Business Transactions, Corporate Structures & Trusts

Our Practice

Our Business Services team has extensive experience in business and commercial transactions. 

Our clients range from private individuals to multinational companies.

We understand business and the challenges and opportunities for our clients. This is why we have a specific Business Services team dedicated to this area of practice. Business Services aims to be a “one-stop” provider of advice and solutions for our business and investor clients.

We assist our clients through the various stages of their business and/or investment life by providing strategic, practical and commercially effective legal advice and solutions.

These stages typically include:

Start-Up Stage: Assisting with “start-ups” – advising on legal structures to acquire, hold and protect assets and/or conduct business (e.g. companies, trusts, self- managed super funds (SMSFs) and partnerships) and establishing these structures
Business Building Stage: Assisting with business and investment transactions following the “start-up” phase – restructuring, compliance, joint venture and development agreements, disposals and acquisitions, internal management and funding
Succession Stage: Assisting with business and asset succession – exit strategies, succession arrangements and estate planning

Our Expertise

We have extensive expertise in:

  • establishing structures such as companies, trusts, SMSFs and partnerships
  • advising about the restructure of legal entities
  • the sale and purchase of businesses
  • due diligence on business acquisitions and sales
  • reviewing and establishing franchise structures
  • business licensing (including liquor licensing and gaming licensing)
  • sale and purchase of companies/shares
  • share issues/conversions and splits
  • shareholder and unit holder agreements
  • joint venture agreements and development agreements
  • corporate governance and directors duties
  • SMSF transactions (e.g. borrowings by SMSFs)
  • corporate advice
  • advising on the duty implications of business transactions
  • advising trustees/beneficiaries
  • variations to trust instruments
  • capital raising
  • advising on strategies/arrangements for business succession
  • wills and estate planning
  • enduring powers of attorney and advance health directives

Our Team

Please refer your enquiries to:

Brad Clark, Partner
(07) 3307 4527
bclark@shandtaylor.com.au

Kaylie Bourke, Special Counsel
(07) 3307 4548
kbourke@shandtaylor.com.au