How we work

We listen and we tailor solutions to meet your individual circumstances.

Learn more

News and publications

JMA Legal publishes articles in a number of publications including the Law Society of NSW - read recent publications and search for topics of interest.

Learn more

Our practice

JMA Legal is a leading business law and property law firm in New South Wales with an established reputation and long history.

Learn more

Practice Areas

JMA Legal provides tailor-made client specific deeds for superannuation and trusts.

Learn more

Welcome to JMA Legal

JMA Legal is a specialised business law firm with a strong conveyancing and property law practice. We provide effective solutions to succession planning, wills and estate planning, revenue law problems and complex tax.

We tailor-make deeds for superannuation and trusts to meet the specific requirements of our clients.

Our property law team is involved with all aspects of residential, commercial, industrial, water and rural conveyancing.

All types of leasing, subdivision and interests in land such as creation of easements and rights of way are dealt with regularly.

JMA Legal has a large probate practice ranging from simple to very complex matters. We also act in family provisions matters.

JMA Legal advises private clients, small to medium sized enterprises, family businesses, agribusiness clients as well as accountants, lawyers, financial planners and management consultants.

Get in touch for more information about our services.

Latest Publications and News

Legal health

12 May 2017

Legal housekeeping is essential to a stress-free future. In the event of death, injury or illness, there are simple legal documents that can give you and your family instant financial and emotional relief.Power of Attorney (“POA”)A POA document allows you to appoint an attorney to act on your behalf in relation to your financial and/or legal affairs. If you have an enduring POA, the document continues to be effective once you have lost capacity, which is where it’s true value lies.  Continue Reading..

Succession Planning and Hidden Tax Stings

5 May 2017

You knew it was professionally unwise, but you just couldn't say no to your old mate Peter when he asked you to help fix up his family succession plan. You tried to explain, but when he said “Maaate, come on, school mates and footie mates and you can’t help? Come on…what are mates for?”.  Continue Reading..

Take Care when Amending the Vesting Date of a Pre 84 Deed

13 April 2017

You’ve just come back to work after being on medical leave and are excited to receive a call from a longstanding client, Molly, who wants you to act for her regarding a purchase of an investment property for $3 million. Molly tells you the purchaser will be Edlly Pty Ltd as trustee for the Moed Family Trust. The Moed Family Trust was established in 1967.You phone the vendor’s solicitor to give her the purchaser details.  Continue Reading..

Read more

Tax Stings

Succession Planning and Hidden Tax Stings

5 May 2017

You knew it was professionally unwise, but you just couldn't say no to your old mate Peter when he asked you to help fix up his family succession plan. You tried to explain, but when he said “Maaate, come on, school mates and footie mates and you can’t help? Come on…what are mates for?”.  Continue Reading..

Take Care when Amending the Vesting Date of a Pre 84 Deed

13 April 2017

You’ve just come back to work after being on medical leave and are excited to receive a call from a longstanding client, Molly, who wants you to act for her regarding a purchase of an investment property for $3 million. Molly tells you the purchaser will be Edlly Pty Ltd as trustee for the Moed Family Trust. The Moed Family Trust was established in 1967.You phone the vendor’s solicitor to give her the purchaser details.  Continue Reading..

Tax stings and GST tales of woe

10 March 2017

This article was published in this month's edition of the Law Society Journal of NSW. Three lawyers walk into a bar. Allan, Barry and Charlie. It’s Friday, they’re good mates, they’ve all had a bad week, and they want to share the pain.Allan goes first.  Continue Reading..

Read more

Legally Speaking

Legal health

12 May 2017

Legal housekeeping is essential to a stress-free future. In the event of death, injury or illness, there are simple legal documents that can give you and your family instant financial and emotional relief.Power of Attorney (“POA”)A POA document allows you to appoint an attorney to act on your behalf in relation to your financial and/or legal affairs. If you have an enduring POA, the document continues to be effective once you have lost capacity, which is where it’s true value lies.  Continue Reading..

The importance of a power of attorney

12 April 2017

Your husband Robert suffered a stroke three weeks ago and is in hospital. The doctors tell you that Robert is suffering from memory loss. His prognosis is not good and several weeks later Robert becomes extremely ill. The doctors tell you Robert has lost mental capacity and transfer him into high care. Continue Reading..

Adverse possession

8 March 2017

Possession of land can give ownership. By being in occupation of someone else’s land for a specified amount of time you can acquire a right of ownership in the land. This can happen in accordance with legal rule known as adverse possession. This rule is used to prevent someone who has used land for a long period of time, believing it to be theirs and probably improving it, from being ejected by someone who discovers a technical defect relating to the land ownership or boundaries.  Continue Reading..

Read more

eNews

Personal Property Security Register deadline 31 January 2017 for migrated registrations

11 January 2017

Did you or your client have a security interest automatically migrated to the personal property security register in 2012?  When the PPSR was set up, it replaced many other public registers. Registrations recorded on over 35 registers were automatically moved across to the PPSR on 30 January 2012. Many of these registrations migrated with MISSING or INCOMPLETE fields. The Personal Property Securities Act 2009 (Cth) has allowed 5 years for these discrepancies to be fixed up. This date will come to an end on 31 January 2017. It is essential to ensure your registration was effectively migrated.  Continue Reading..

JMA Legal Sydney office moves

18 November 2016

It is with great pleasure to advise that the Sydney office of JMA Legal will open our doors in more spacious and comfortable surroundings from Monday 21 November. Our new address is Level 8, 65 York St Sydney 2000 and our telephone number will change to 02 8089 3142. Continue Reading..

New laws affect all vendors and purchasers selling or buying property over $2m

19 May 2016

From 1 July 2016, new laws affect all vendors and all purchasers selling or buying property over $2,000,000 in Australia. All vendors who sell a property valued at $2M or more will have 10% of the sale price withheld by the purchaser, UNLESS they can provide a clearance certificate from the Australian Tax Office showing they are an Australian resident on or before settlement. All purchasers who are buying property have to pay to the ATO 10% of the purchase price UNLESS they have received a clearance certificate from the vendor. Severe penalties apply if this is not done. Continue Reading..

Read more

Super Snippets

SMSF Deeds

31 March 2017

It is strongly advised that SMSF Deeds are reviewed before 1 July 2017 and updated where necessary. We are pleased to advise JMA Legal has reviewed and amended its SMSF Deed to satisfy the upcoming Federal legislative changes. In particular our deed allows for: - Transfer between accounts to ensure the transfer balance caps are not exceeded; Continue Reading..

Don't forget the LRBA deadline

13 December 2016

SMSF trustees have until 31 January 2017 to ensure that any LRBA that their fund has is on terms consistent with an arm's length dealing or, alternatively, is brought to an end by 31 January 2017. In addition, payments of principal and interest must be made under LRBA terms consistent with an arm's length dealing. If you require any assistance with getting any LRBAs on commercial terms prior to the deadline, please contact us. Continue Reading..

Simplifying deeds in the pension phase with your SMSF clients

29 September 2016

This article was published in SMSF Adviser magazine. For members in the pension phase of an SMSF, a lengthy and complex deed is not always necessary. Short, targeted deeds can also achieve the desired estate planning outcomes with just as much certainty. There has been a lot of discussion regarding the effectiveness of death benefit nominations in terms of achieving the desired outcomes of the trustee and whether they have the potential to be challenged in court. Another method that can be used by trustees to create certainty of entitlement of benefits after the death of a member is to draft a special purpose deed.  Continue Reading..

Read more
We provide tailor-made client specific deeds for superannuation and trusts, in addition to document packages for standard situations, available for purchase online.
Top
0