Private Client Services

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We assist clients from family businesses, privately owned businesses, corporate executives, investors, private companies, entrepreneurs and high net wealth individuals with a diverse range of legal services available to EY.

Our core offerings are available to all service lines within EY and externally. These include:

  • Accounting & tax compliance – (incl. commercial loan agreements, Division 7A loans, UPE agreements, Tax Sharing and Tax Funding Agreements, year-end trust distribution resolutions/minutes, reviewing and updating trust deeds for tax streaming
  • Estate planning, administration & asset protection – (incl. tax effective wills and strategies for the protection and transfer of wealth, both domestically and offshore, between generations)
  • Business & investment structuring and restructuring – establishing tax effective structures (incl. discretionary trusts, unit trusts, hybrid trusts, joint ventures, superannuation funds, managed investment trusts) & implementing restructures (incl. tax rollovers, share buy-backs, capital reduction, corporate financial assistance, winding up and amalgamation of entities)
  • Business planning – business succession plans (incl. family constitutions, shareholders’ agreement, unitholders’ agreement, partnership agreements, insurance funded buy-sell agreements, employee equity plans)
  • Business acquisition & exits – (incl. business sale agreements, share sale agreements, asset sales, unit sale agreements, heads of agreement, legal due diligence and other commercial agreements)
  • Philanthropic planning – charitable strategies (incl. establishing public and private foundations, charitable trusts, co-operatives, incorporated & unincorporated associations, public company limited by guarantee)