I pro­vide advice on a broad range of busi­ness trans­ac­tions, includ­ing merg­ers, busi­ness sales and acqui­si­tions, joint ven­tures, and partnerships. 

My clients ben­e­fit from my skills as a nego­tia­tor and my exper­tise in cre­at­ing struc­tures for tax effec­tive­ness and asset pro­tec­tion. As part of our estate plan­ning and wills prac­tice, my expe­ri­ence includes asset pro­tec­tion, trusts, suc­ces­sion plan­ning, analysing estab­lished struc­tures, and con­test­ed estates — includ­ing fam­i­ly pro­vi­sion mat­ters, fam­i­ly asset arrange­ments, and prepa­ra­tion of wills, pow­ers of attor­ney, and endur­ing guardian doc­u­ments. I advise clients in a vari­ety of indus­tries, includ­ing food man­u­fac­tur­ing and whole­sale, trans­port, retail, con­struc­tion mate­ri­als, prop­er­ty, and cosmetics.

Exper­tise

  • Com­mer­cial
  • Com­mer­cial Finance
  • Con­test­ed Estates
  • Cor­po­rate
  • Cyber
  • Estate Plan­ning & Wills
  • Fran­chis­ing

Sec­tors

  • Health­care & Allied Health
  • Pri­vate Clients & Fam­i­ly Businesses
  • Retail & Wholesale
  • Ser­vices Pro­fes­sion­al & Non-professional

Expe­ri­ence

I have advised clients in a vari­ety of indus­tries, includ­ing phar­ma­ceu­ti­cal, food man­u­fac­tur­ing, whole­sale, trans­port, retail, con­struc­tion mate­ri­als, prop­er­ty, and cosmetics.

I have exten­sive expe­ri­ence help­ing peo­ple pro­tect their assets. I firm­ly believe that lit­i­ga­tion is the last resort, not the first option. I under­stand the inter­re­la­tion between estate lit­i­ga­tion and oth­er areas of law includ­ing fam­i­ly law, prop­er­ty law, busi­ness law, com­mer­cial law and insolvency.

  • Due dili­gence, dis­pos­al and acqui­si­tion of busi­ness­es, shares and units
  • Draft­ing and nego­ti­at­ing joint ven­tures, strate­gic alliances, part­ner­ship and share­hold­er agreements
  • Draft­ing and nego­ti­at­ing loan doc­u­men­ta­tion, finance and secu­ri­ty arrange­ments and for­bear­ance arrangements
  • Fam­i­ly busi­ness suc­ces­sion, organ­i­sa­tion and regulation
  • Cor­po­rate advisory
  • Per­son­al and busi­ness structuring
  • Estate plan­ning, pro­bate and estates
  • Fam­i­ly busi­ness­es and fam­i­ly office services

Roles, mem­ber­ships and education

  • Mas­ter of Laws in com­mer­cial and tax law (LLM), 2007
  • First class hon­ours Bach­e­lor of Laws (LLB), 2002
  • Bach­e­lor of Arts, 2000
  • Char­tered Tax Advis­er (CTA)
  • Mem­ber — The Tax Institute
  • Mem­ber — STEP
  • Spe­cial­ist Accred­it­ed Advis­er Mem­ber — Fam­i­ly Busi­ness Australia

Direct Contact

Speak with Legal Secretary

Publications

When it comes to wills, the dress code is formal

Learn­ings from Kemp v Find­lay [2024] NSWSC 902Will for­mal­i­tiesSec­tion 6 of the Suc­ces­sion Act 2006 (NSW) (the Act) shows us how a will should…

ABRS’ Loom­ing Direc­tor ID Dead­line – Apply before 30 Novem­ber 2022

The 30 Novem­ber dead­line for exist­ing direc­tors to apply for a direc­tor iden­ti­fi­ca­tion num­ber (Direc­tor ID) is creep­ing clos­er – don’t…

5 things you should know about bind­ing death ben­e­fit nominations

It is impor­tant to con­sid­er your super­an­nu­a­tion enti­tle­ments as part of your estate plan espe­cial­ly when they do not form…

In the News

Angela Har­vey appeared on ​‘Talk Mon­ey To Me’ with Shaw and Part­ners, Can­dice Bourke and Felic­i­ty Thomas to dis­cuss estate plan­ning, asset pro­tec­tion and wealth transfer.

Angela Har­vey appeared on Talk Mon­ey To Me to dis­cuss estate plan­ning and asset pro­tec­tion with Shaw Part­ners, Can­dice Bourke…

The New World of For­eign Direct Invest­ment, April 2023

This pub­li­ca­tion offers prac­ti­cal advice and guid­ance from high­ly respect­ed inter­na­tion­al law firms about what for­eign investors can expect to…

Con­grat­u­la­tions to Angela Har­vey for being recog­nised in Doyles Guide 2022

Con­grat­u­la­tions to Angela Har­vey for being recog­nised in Doyles Guide as a Rec­om­mend­ed Wills, Estate and Suc­ces­sion Lawyer 2022. https://​doyles​guide​.com/​l​eadin……

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