How we work

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

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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.

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Our practice

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

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Practice Areas

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

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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

Time to Downsize?

13 December 2018

The Treasury Laws Amendment (Reducing Pressure on Housing Affordability Measures No. 1 Act 2017 commenced operation on 1 July 2018 and provides that if you are 65 years or older and meet the eligibility requirements, you may be able to contribute up to $300,000 from the proceeds of the sale of your home into your superannuation.  Continue Reading..

Loan or Gift?

8 November 2018

Normally speaking, where person A purchases property in the name of person B, a trust arises whereby person A holds the property on trust for person B – unless a presumption of advancement is present or if there is evidence to the contrary.  Continue Reading..

Don’t Spoil Your Gift!

8 October 2018

Many of us strive to leave assets such as the family home, an investment property or shares to those we love in our will, but have you ever thought about what will happen to a gift in your will if it is sold before you die? Continue Reading..

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Tax Stings

Lost trust deed and the presumption of regularity

18 July 2018

You arrive at work early Tuesday morning grateful for the peace and quiet of your office after a morning of melodramatic tantrums by your two year old son. You’d given him 3 strawberries, turns out he only wanted 2, and the morning went downhill from there.  Continue Reading..

Death by crocodile: not necessarily tax-free

7 June 2018

This article was published in this month's edition of the Law Society Journal of NSW.

Peter and Patricia have instructed you to prepare their wills. They rent the family home but own two commercial properties, each worth about $3 million and subject to a mortgage of $2.5 million. They have a share portfolio, which they started to acquire during the 1990s. Finally, they also have a self managed superannuation fund with a policy on Peter’s life for $2.5 million – to pay off the debt. Continue Reading..

A Broken Marriage and a Hefty Tax Bill

11 May 2018

You’ve been acting for your sister Ana in relation to the breakdown of her marriage to Chris. Ana has been cheating on Chris pretty much since they were married. You suspect Chris knew about it deep down, everyone else did, but pretended he didn’t to keep the family together. But he’d finally had enough and decided to leave her. Continue Reading..

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Legally Speaking

Time to Downsize?

13 December 2018

The Treasury Laws Amendment (Reducing Pressure on Housing Affordability Measures No. 1 Act 2017 commenced operation on 1 July 2018 and provides that if you are 65 years or older and meet the eligibility requirements, you may be able to contribute up to $300,000 from the proceeds of the sale of your home into your superannuation.  Continue Reading..

Loan or Gift?

8 November 2018

Normally speaking, where person A purchases property in the name of person B, a trust arises whereby person A holds the property on trust for person B – unless a presumption of advancement is present or if there is evidence to the contrary.  Continue Reading..

Don’t Spoil Your Gift!

8 October 2018

Many of us strive to leave assets such as the family home, an investment property or shares to those we love in our will, but have you ever thought about what will happen to a gift in your will if it is sold before you die? Continue Reading..

Read more

eNews

Nuts and Bolts of Land Tax Surcharge and Discretionary Trusts

20 February 2018

What is the surcharge land tax?

Commencing the 2017 land tax year (that is ownership of land at midnight, 31 December 2016) surcharge land tax applies to foreign persons including foreign corporations, trusts and government who own residential land in NSW.  Continue Reading..

Incorporation of Anoni Wright

4 September 2017

It is with great pleasure that JMA Legal would like to announce we have incorporated Anoni Wright Lawyers of Junee. Our new office is located at 93 Broadway Junee NSW 2663. Continue Reading..

New Office in Tumut

15 August 2017

It is with great pleasure that JMA Legal would like to announce we have opened a new office in Tumut.  Continue Reading..

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Super Snippets

SMSF Deeds

31 March 2017

It is strongly advised that SMSF Deeds are reviewed before 1 July 2017 and updated where necessary. 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. Continue Reading..

Simplifying deeds in the pension phase with your SMSF clients

29 September 2016

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. Continue Reading..

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