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- Audits and Disputes
- Estate Planning and Deceased Estates
- International Tax Issues
- Income Tax
- Structuring, Restructuring and Succession Planning
- WET, Excise and Customs Duty
- Stamp Duty and Land Tax
- Payroll Tax
- Superannuation and SMSFs
- GST and FBT
- CGT and Small Business Concessions
- Contact
A well‑designed and carefully considered estate plan is one of the most effective ways to safeguard your assets and ensure the people closest to you are provided for in the way you intend.
At Pengelly & Co Legal, we work with you to create an estate plan tailored to your personal, financial, and family circumstances.
Whether your priorities are tax‑effective wealth transfer, asset protection, or ensuring the continuity of your legacy for future generations, we provide clear and strategic guidance to help you achieve your objectives.
Our practitioners have extensive experience advising high‑net‑worth individuals, large family groups, and their professional advisers on succession planning and appropriate structuring strategies. Our goal is to give you confidence, peace of mind, and a smoother estate process—both now and in the future.
How we can help
We can assist you with:
Estate Planning
- Preparing wills, powers of attorney, advance care directives and binding death benefit nominations
- Developing tailored estate plans to provide for your loved ones, pass control of family companies and trusts, and protect your wealth
- Advising on, and drafting, testamentary trusts and superannuation proceeds trusts
- Integrating tax‑efficient approaches into your estate plan
Estate Administration & Tax Advice
- Advising on tax consequences of distributions, asset sales, and trust income
- Advising on stamp duty issues associated with deeds of family arrangement
- Explaining the tax consequences of life and remainder interests
- Advising on the eligibility for CGT concessions, such as the main residence exemption and small business CGT concessions
- Explaining the tax implications for distributions to non-resident beneficiaries
What we help with
tailored estate plans
Tailored plans for tax efficiency and to protect wealth.
estate planning documents
Drafting wills, powers of attorney and advance care directives.
smsf succession
Planning for succession of SMSFs.
estate administration advice
Advice for executors and administrators on estate tax, stamp duty and land tax issues.
testamentary trusts
Advice and drafting of testamentary trusts and superannuation proceeds trusts.
tax advice for beneficiaries
Advice on CGT issues, main residence exemption and consequences for non-resident beneficiaries.
We’re Here When You’re Ready
Whether you have a quick question or need detailed advice, our team is ready to listen and guide you forward.