About Us

We are a boutique law firm specialising in tax, superannuation, trusts, structuring, estate planning, litigation & disputes.

Our clients are business owners, individuals and family groups and their advisers such as accountants.

Our services include taxation advice, business structuring, powers of attorney, wills and probate, superannuation and trusts and litigation and disputes related to each of these fields.

We are unique in that we have extensive experience across all of these areas of the law. This enables us to implement strategies and structures to help clients to protect their assets and implement tax effective personal and business succession solutions, often across generations.

We pride ourselves in offering practical advice in plain-English with transparent fee structures.

Meet the Team

Bernie O’Sullivan

Principal

  • One of Australia’s leading estate planning lawyers
  • Trusted confidant for family groups and high-profile clients
Bernie advises individuals and businesses on all aspects of wealth succession.  He acts as adviser to several prominent families, helping them manage their structures to meet their long term family wealth goals.  Bernie is particularly experienced in dealing with succession issues for entities such as family trusts and superannuation funds and providing solutions for complex family arrangements (such as blended families and vulnerable beneficiaries), international assets and charitable gifting. Bernie is the lead author of the acclaimed publication Estate and Business Succession Planning, published by The Tax Institute, now in its 6th edition.  He lectures for several universities and education institutions including Kaplan and is a regular presenter to accountants and financial advisers.

Rob Warnock

Principal

  • Accountants go-to lawyer for taxation advice
  • Over 30 years’ experience representing taxpayers in ATO disputes
Rob advises accountants, businesses and individuals on tax related matters. He has more than 30 years’ tax experience and has also represented professional associations and taxpayers on ATO and Treasury tax consultation committees. Rob works closely with accountants and their clients helping them to obtain the best possible tax outcome. He looks for practical and innovative solutions and often has helped save tax for his clients using ideas from ‘left field’. Rob has a particular interest in trusts, tax planning, business restructuring and tax disputes. Rob advises on both Federal and State taxes including income tax, CGT, GST, stamp duty and payroll tax. He is a sought after speaker due to his clear and easy to understand style and has written and presented many papers at conferences. Rob is currently on the Victorian State Council of The Tax Institute.

Patrick Cussen

Principal

  • Highly regarded tax and business lawyer
  • Advises on business acquisition and sales, succession and international structures
Patrick has almost 30 years’ experience advising accountants, businesses and individuals on tax related matters. He particularly focuses on advising accountants and their clients about structuring business and investment activities. Patrick advises on Federal taxes and related areas (including income tax, capital gains tax, fringe benefits tax, superannuation and GST), and State taxes and related areas (including duties, land tax, WorkCover and payroll tax). In addition to providing advice about tax matters, Patrick has experience in drafting the documents to implement the advice.

Thalia Dardamanis

Principal

  • Highly regarded superannuation lawyer
  • Specialist SMSF Advisor™ and experienced estate planning lawyer
Thalia is an experienced lawyer with excellent technical and practical skills, especially in superannuation and estate planning and taxation as it relates to these areas of the law. Thalia is a Specialist SMSF Advisor™, a Chartered Tax Adviser, a member of The Tax Institute’s National Superannuation Technical Committee, chair of The Tax Institute’s Victorian Superannuation Super Club Sub-Committee and a member of the Law Institute of Victoria. Thalia holds a Master of Laws from the University of Melbourne and a Bachelor of Laws and a Bachelor of Commerce from Monash University.

Nicole Wilson

Senior Associate

  • Extensive litigation and dispute resolution experience
  • Wills, estate, trust, commercial, property, insolvency and leasing matters in State and Federal Courts and VCAT
Nicole has significant litigation experience across State and Federal Courts and VCAT. Clients regard her as a strong and supportive advocate who takes a pragmatic approach to costs. Nicole’s experience, determination and ability to build strong relationships with clients are key to the successful resolution of matters.

Caitlin Coyne

Lawyer

Caitlin has completed a Bachelor of Law, a Bachelor of Business majoring in Event Management and a Graduate Diploma in Legal Practice. Caitlin assists with preparation of estate planning documents, superannuation deeds and family trusts as well as providing legal research and assistance to principals on tax and other matters. Caitlin keeps busy in her spare time playing sport and enjoying Melbourne’s cultural festivals and events.

Carla Massaria

Lawyer in Training

Carla is a third year law student at Monash University. She undertakes legal research for us, helps with the preparation of documents that we have drafted and assists in other administrative matters. Carla received a Premier’s award for outstanding results in her VCE.

Prue Thwaites

Practice Manager

Prue manages the administrative functions of Bernie O’Sullivan Lawyers which include involvement in systems, accounting, human resources and marketing. Having worked in management and finance roles in a number of city law firms, Prue is familiar with the requirements of professional service firms. Enjoying an interest in the environment and travelling in remote areas of Victoria and Australia keeps Prue busy in her spare time.