Private Clients

Private Clients

Jackson McDonald has one of the largest Private Client Service teams in Western Australia. We have expertise in dealing with complex multi-generational family businesses where assets and wealth are held in Australia and internationally.

Our Private Client Services team works with individuals, family groups, privately owned organisations and family trusts on a broad range of personal and commercial legal areas. We assist by providing cohesive advice on all aspects of wealth protection and succession planning.

Our specialist team provide advice to a wide range of individuals. We assist our clients to avoid the erosion of wealth and to ensure a smooth transfer of assets from one generation to another. We work with our clients to get organised from an early stage and plan their succession both at a business and personal level.

The team includes lawyers who are also qualified accountants and can provide legal opinions on tax structures, companies and trusts, superannuation and international taxation issues. As the team are all members of the Society of Trust and Estate Practitioners, we provide current and up to date advice.

Our core capabilities in Private Clients include:

  • Bequests

  • Estate administration, disputes and taxation

  • Family and Private Trusts/Foundations

  • Personal succession planning

  • Personal taxation issues

  • Property

  • Superannuation

  • Taxation consequences of Family Court decisions

  • Business re-structure and governance

  • Business succession planning

  • Business taxation issues

  • Commercial property transactions.

Jemal Zagami

Lead Partner

+61 8 9426 6612
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Jonathan Ilbery

Senior Consultant

+61 8 9426 6660
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Adam Levin


+61 8 9426 6753
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Emma Chinnery

Special Counsel

+61 8 9426 6739
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Jim O’Donnell

Special Counsel

+61 8 9426 6751
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  • 5 April 2018

    Office romances, sex crimes and political opinions: Should an employee’s private life be a matter for their employer?

    Can an employer discipline or even terminate an employee because of their personal life? The recent Barnaby Joyce saga raises the old issue of whether it is appropriate or fair to dictate an employee’s conduct outside of the workplace and what balance can be struck between protecting an employer’s business versus unnecessary intrusion into an employee’s private life.

    Authors: Renae Harding, Shannon Walker

    LINK 42 Bytes

  • 8 March 2018

    Forge-ing ahead: Big win for Directors and Officers (and solid litigation plans)

    From the ashes of Forge Group Ltd, comes a strong win for Jackson McDonald and our director and officer clients.
    In the recent decision of Swiss Re International SE v David Simpson [2018] NSWSC 233, Hammerschlag J dismissed the claim for $100 million+ brought by two insurers against Forge’s Managing Director/CEO, Chief Financial Officer and Executive General Manager of Finance for misleading or deceptive conduct. Jackson McDonald represented the Chief Financial Officer.

    Author: Stefan Sudweeks

    LINK 44 Bytes

  • 18 April 2017

    Has your organisation suffered a serious data breach? Reporting will soon be mandatory!

    The Privacy Act 1988 (Cth) (Privacy Act) has recently been amended to introduce a mandatory data breach notification regime. This means that entities regulated by the Privacy Act will soon be required to notify impacted individuals (and the Office of the Australian Information Commissioner) when a serious data breach occurs.

    Author: Elizabeth Tylich

    LINK 37 Bytes

  • 2 May 2016

    Criminal activity and your employees: why you should exercise caution before hiring or firing employees based on criminal conduct

    While it may appear obvious that an employer is entitled to hire and fire employees with reference to serious criminal conduct, both the Australian Human Rights Commission Act 1986 (Cth) (AHRC Act) and recent unfair dismissal cases make clear that employers should proceed with caution before making any prejudicial decision based on these factors. 

    Author: Shannon Walker

    LINK 39 Bytes

  • 11 April 2016

    Is your SMSF limited recourse loan compliant with the ATO’s Practical Compliance Guideline?

    On 6 April 2016 the ATO released a Practical Compliance Guideline (PCG 2016/5) which helpfully sets out ‘safe harbour’ features of a limited recourse borrowing arrangement (LRBA) that are acceptable to the Commissioner. Super fund trustees with related party LRBAs need to read the Guideline and review the terms and features of their LRBAs as soon as possible and take any necessary remedial action by 30 June 2016 to ensure they are compliant and do not trigger adverse income tax consequences for the fund under the non-arm’s length income (NALI) provisions.

    Authors: Jim O’Donnell, Jemal Zagami

    LINK 41 Bytes

  • 18 March 2016

    Are you prepared for the new foreign resident CGT withholding regime?

    From 1 July 2016, if you buy Australian property from a foreign resident you may have to withhold some of the purchase price and remit it to the Australian Taxation Office as part of a new regime designed to assist in the collection of the seller’s capital gains tax (CGT) liability.

    The withholding tax rate will be 10% of the total purchase price.

    Authors: Jim O’Donnell, Jemal Zagami

    LINK 41 Bytes

  • 21 October 2015

    Changes to the laws governing incorporated associations in Western Australia

    On 11 September 2014 the Associations Incorporations Bill 2014 (WA) (Bill) was introduced into the Western Australian Parliament. The Bill has now been passed by both Houses of Parliament and is awaiting Royal Assent. The Bill repeals and replaces the current Associations Incorporation Act 1987 (WA). All existing incorporated associations will now need to review and update the rules of their association to ensure compliance with these new laws.

    To read more about the changes to the laws governing incorporated associations in Western Australia click here »

    Author: Elizabeth Tylich

    LINK 41 Bytes

  • 11 March 2015

    Privacy Act: Anniversary refresher

    Today is the first anniversary of the amended Australian privacy regime.  If you haven’t thought about whether the Privacy Act is relevant to your business, now is the time to do so.

    Author: Elizabeth Tylich

    LINK 40 Bytes

  • 3 December 2014

    Government’s response to the review of the Liquor Control Act 1988


    In 2012, the Government established an independent committee to undertake a review of the Liquor Control Act 1988 (Act) and Liquor Control Regulations 1989 (Regulations).   The review was presented to the Minister in January 2014 and contained 141 recommendations.

    On 18 November 2014, the Government responded to each of the Committee’s recommendations.  Below is a summary of the major amendments that the Government proposes to make to the Act and Regulations.

    Author: Richard Sandover

    LINK 42 Bytes

  • 24 May 2012

    Jackson McDonald 5th time Perth Law Firm of the Year

    Jackson McDonald consolidated its position as the leading West Australian law firm when named Perth Law Firm of the Year at the 2012 ALB Australasian Law Awards in Sydney on 24 May 2012.

    It is the fifth year out of six that Jackson McDonald has won this prestigious award.


    Download PDF 304 Bytes

  • 25 January 2012

    The Personal Property Securities Act 2009 (Cth)

    The Personal Property Securities Act 2009 (Cth) (“Act”) creates a single national law governing security interests and similar transactions with respect to many different
    kinds of tangible and intangible property, other than real property. The scheme under the Act commenced on 30 January 2012.

    Author: Will Moncrieff

    Download PDF 467 Bytes

  • 9 January 2011

    Doing Business in Asia Pacific

    Jackson McDonald is a proud member of Globalaw and has assisted in the development of this guide.


    Download PDF 4 Bytes