Related Party Transfers

Crownmark Lawyers advises clients on related party property transfers, including transfers between family members, associated entities, trusts, and self-managed superannuation funds. While these transactions may appear straightforward, they often involve complex legal, tax, and compliance considerations that require careful handling.

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We assist clients in structuring and documenting related party transfers to ensure compliance with applicable legal requirements, including duties, taxation, and regulatory obligations. Our advice is focused on ensuring that the transfer is properly documented, appropriately valued where required, and supported by accurate and compliant legal processes.

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Crownmark Lawyers regularly advises on related party transfers arising from asset restructuring, family arrangements, estate planning, and changes to business or investment structures. We work closely with clients and their advisers to ensure that the transaction is aligned with broader objectives and does not create unintended legal or financial consequences.

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Our role includes preparing and reviewing transfer documentation, advising on duty implications, and managing the conveyancing process through to completion. We take a careful and methodical approach to these matters, recognising that accuracy and compliance are critical.

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Our services include:

• Transfers between family members and related entities

• Related party transfers involving trusts and companies

• SMSF-related property transfers

• Advice on duty and compliance requirements

• Preparation of transfer documentation

• Coordination with accountants and advisers

• Management of conveyancing through to completion