Elda Legal’s core focus is on working with other trusted advisers of clients to deliver comprehensive, holistic solutions to client scenarios.
We collaborate with accountants, financial planners, asset managers and brokers to provide support on technical issues, workshop client solutions and implement legal solutions.
We deliver advice and legal documentation to support your practice and your clients’ specific needs. We can assist you and your clients with tax restructures, trust documentation and reviews, commercial documentation and more.
We are flexible in how we service and communicate with you and your clients – whether this involves you facilitating joint meetings or working directly with your firm behind the scenes.
Our Services Include:
Business Restructuring
Assisting you with developing business restructure solutions for your clients, including designing restructure strategies and drafting the legal documents required to implement restructures.
Tax Advisory
Providing income tax advice, CGT Small Business Concessions advice, payroll tax advice, duty advice and land tax advice. We’ll work with you as to the best way to deliver this to your client, which may include:
- Providing the advice directly to your client
- Providing you a white label advice for you to provide to your client
- Reviewing tax advice you prepare
Mergers & Acquisitions
Providing legal support in the sale of your client’s business or share sale of their company.
Shareholders’ Agreement & Governance Documents
Working collaboratively with you to prepare and finalise shareholders’ agreements, unitholders agreements, co-ownership agreements, partnership agreements and other governance documents.
Succession Planning
Assisting you and your clients with the development and implementation of succession plans which covers their personal assets as well as investment and business structures.
Business Structuring Advice
Advising on the optimum structure to operate your client’s business, based on projected business plans and key taxation, commercial, succession and funding considerations.
Wealth Structuring Advice
Advising on the optimum structure for your client’s family wealth, based on taxation considerations, wealth objectives, family dynamics and succession plans.
Investment Structuring Advice
Providing advice on the optimum structure for your client’s specific investments (e.g. shares, properties), considering key taxation, legal, succession and funding considerations.
Inheritance Structuring Advice
Advising on the optimum structure for your client’s acquiring and holding inheritance assets and properties considering key legal, asset protection and taxation matters.
Entity Establishments
Company, trust, self-managed superannuation fund (and related structures) and partnership establishments.
Contract Reviews & Advice
Reviewing and providing legal and tax advice on contracts.
General Business Documentation
Drafting legal documentation required for your clients’ business, including Terms of Trade, Loan Agreements, Service Agreements and Contractor Agreements.
Asset Protection
Asset protection advice, structuring and implementation.
Private & Family Lending
Drafting loan documentation for related party borrowings, including Division 7A documents.
Superannuation Advice & Documentation
Advising on superannuation law compliance and preparing self-managed superannuation fund documents.
Trust Reviews
Reviewing existing trust deeds and providing advice on recommended changes to terms.
Trust Resolution Drafting
Assisting with the preparation of trust resolutions (either for specific trusts or general practice templates).
Company Resolution Drafting
Assisting with the preparation of company resolutions (e.g. dividend minutes, share class variations, special transaction approvals).
Customised Staff Training
Providing customised staff training on key legal and tax matters.
Template Division 7A Documentation
Drafting specific Division 7A documents for clients or drafting template Division 7A documentation that can be rolled out by your firm to your client base.
Trust amendments
Drafting variations to trust deeds, including changes of trustee documents.
Ad-hoc Queries
Answering ad-hoc queries (i.e. the ‘quick’ questions, ‘silly’ questions’, or working through a complex problem with you).