The private client and business succession team provides advice to private clients and small to medium business enterprises (SME's), including family business clients.

Our key services 

The team has expertise in the following key service areas:

• Estate planning.
   
• Commercial and structuring advice.
   
• Business succession planning.
   
• Estate administration.
   
• Estate and trust litigation.
   
• Philanthropic giving.

Our private client team is lead by the firm's managing partner, Sean McMahon.

For more information, please contact Sean McMahon.

What our clients say about us

• "Excellent business succession advice for our client's family tourism business"
   
• "Sean and Jane went to considerable lengths to understand our objectives"
   
• "The team worked with our financial advisers to prepare our individual plan"

Working with professional advisers

Our focus is on understanding the personal circumstances of each client and developing strategies to ensure the distribution and protection of family wealth in a practical and tax efficient manner. For this reason, where appropriate, we prefer to work with the client’s professional advisers such as their financial adviser and accountant. We realise that for any estate planning or business succession planning strategy to be effective, it must fit with the professional adviser’s overall strategy for the client.

Adviser training and client information seminars

We are able to deliver training sessions and seminars on a broad range of topics related to private client matters. Training sessions can be tailored to suit the requirements of the attendees and can also be used by advisers to accumulate CPD (Continuing Professional Development) points.

We are also able to conduct seminars for your clients. The seminar can be conducted as a stand alone session or in conjunction with a seminar program conducted by your office.

For more information on suggested topics or to organise a training session or client information sessions, please contact Sean McMahon on +61 7 3239 2915 or by email at sean.mcmahon@mcmahonclarke.com.

Recent work

Click here for recent examples of our work in the private client and business succession sector.

Factsheets and order forms

Below is a selection of factsheets and order forms.  If you wish to order a document listed below, then please complete the order form and fax or post it to us.  The list below is not exhaustive.  For more information you should contact a member of our Private Client team.

Estate planning

• Estate planning data collection booklet
• Factsheet - Estate planning health check
• Factsheet - Estate planning - more than writing a Will
• Factsheet - Wills
• Factsheet - Guardianship for minor children
• Factsheet - Testamentary trusts
• Factsheet - Powers of attorney
• Factsheet - Binding death benefit nominations
• Factsheet - FAQs in estate planning
• Factsheet - Summary of services
• Factsheet - Adviser training/client information sessions
• Factsheet - International estate planning

Discretionary (family) trusts

• Order form - Establishing a discretionary trust
• Factsheet - Discretionary trusts

Companies

• Order form - Incorporation of proprietary limited company
• Order form - Incorporation of public company

Superannuation instalment trusts (SIT)

• Order form - Superannuation instalment trust
• Factsheet - Superannuation instalment trust

Unit trusts

• Order form - Establishing a unit trust

Business succession planning

• Factsheet - Business succession planning
• Order form - Business succession deed