Frances acts for privately owned businesses, families, and high net worth individuals advising on estate planning and asset protection, business succession planning and general tax and commercial transactions.
Frances strives to provide practical and commercially effective strategies and solutions for her clients’ often complex problems, regularly working closely with her clients’ accountants and financial planners.
She has experience acting on a number of commercial matters including acting in business and property acquisitions, advising on individual and business succession planning and providing asset protection and revenue structuring advice.
Frances has a passion for assisting and advising rural and regional private clients and has personal and practical agribusiness experience in rural enterprises, having lived in Rockhampton, Central Queensland.
Succession planning for private clients
Provided structuring advice and reorganisation of an estate plan for high net worth individuals giving greater asset protection for them and their intended beneficiaries.
Business succession planning
Conducted a full review for a privately owned company through preparing a shareholders agreement and buy sell deed to create certainty for the business and ensure the shareholders and their respective families, benefit upon them passing.
Succession of rural family partnership
Advising on and implementing the restructure of partnership interests including the transfers of rural properties without attracting duty or taxation liabilities.
Restructure of a transport business
Corporatisation and unitisation of a transport business operating in trusts, without disrupting third party dealings and without triggering taxation or duty liabilities.
Acting in share sale and business asset sales and acquisitions
Regularly advises on the sale of shares and business assets of privately owned companies.
Australian owned farming enterprise
Restructure of a family agribusiness in order to improve business efficiency and future succession plans without triggering duty or taxation liabilities.