Services for You and Your Business

Think of Elda Legal as your “in-house” lawyers.

We take our time to get to know you and your business, so that we can provide timely, commercially accurate and comprehensive solutions for both your business and personal needs.

We provide tailored advice and legal documentation to support your business and bring clarity and peace of mind to your personal affairs.

We’re not just a document production service – we strive to understand your broader business operations and personal objectives as well as the wider impacts of our documentation to ensure that the documents align with your strategic goals.

From a business perspective, we can assist you with executing all kinds of documentation, from standard terms and conditions and supply agreements used in your day-to-day operations, through to strategic governance documents such as shareholders agreement and one-off and special transaction documents.

On the personal side, we provide expert guidance in tax efficiency, wealth preservation, and business continuity. Whether structuring investments, documenting your estate plans or planning generational wealth transfers, our team delivers strategic solutions for long-term success and peace of mind.

Our Services Include:

Business Restructuring

Providing advice on how you can optimise your current business structure, and drafting the legal documents needed to give effect to the new business structure.

Mergers & Acquisitions

Providing legal support and documentation for:

  • the sale of your business, or the sale of the shares in your company

Tax Advisory

Providing tax advice to you on specific tax matters (e.g. business sales, specific transactions) or general tax matters (e.g. tax efficiency, tax compliance).

We can advise on a range of federal and state issues, including:

  • CGT small business concessions
  • Tax effective business restructures
  • Employee share schemes
  • Business and share sale transactions
  • Business succession & inter-generational wealth transfers
  • State taxes – particularly payroll tax, transfer duty and landholder duty

Shareholders’ Agreement & Governance Documents

Drafting shareholders’ agreements, partnership agreements, unitholders’ agreements, co-ownership and company constitutions.

Business Succession Planning

Advising on and documenting succession plans for your business, including:

  • Employee/Management sales and employee share schemes
  • Director and shareholder succession documents
  • Succession-focused Shareholders’ Agreements
  • Buy Sell Deeds
  • Third party sale plans

Estate Planning

Advising on and implementing holistic estate planning solutions for you and your related trusts and companies, which includes:

  • Wills
  • Enduring Powers of Attorneys
  • Trust succession documents
  • Superannuation death benefits documents

Business Structuring Advice

Advising on the optimum structure to operate a business, based on projected business plans and key taxation, commercial, succession and funding considerations.

Wealth Structuring Advice

Advising on the optimum structure for your family wealth to ensure that it is separate and protected from your business structure – based on taxation considerations, wealth objectives, family dynamics and succession plans.

Investment Structuring Advice

Providing advice on the optimum structure for specific investments (e.g. shares, properties), considering key taxation, legal, succession and funding considerations.

Inheritance Structuring Advice

Advising on the optimum structure for acquiring and holding inheritance assets and properties considering key legal, asset protection and taxation matters.

Entity Establishments

Company, trust, self-managed superannuation fund and partnership establishments.

Contract Reviews & Advice

Reviewing and providing legal and tax advice on contracts.

General Business Documentation

Drafting legal documentation required for 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 and security documentation for family and private loans, loans to related parties and 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.

Elda Legal Pty Ltd - © Copyright | Website by Ola Digital