ACCOUNTANTS & PROFESSIONAL ADVISERS

Commercial clarity.When it matters.

Legal support for your practice. Experienced representation for your clients.

When the financial picture reveals a legal problem, bring in a team that understands the commercial stakes.

Discuss a referral Help for your practice

COMMERCIAL LITIGATION   /   INSOLVENCY

01 / HOW WE HELP

For the practice. For the people you advise.

Focused legal support for a dispute affecting your own practice, or independent representation for a client who needs it.

01 / YOUR PRACTICE

Protect what you have built.

Commercial disputes can put your practice, relationships and reputation under pressure.

  • Partnership and ownership disputes
  • Professional negligence claims
  • Disputed fees and commercial recoveries
  • Governance and commercial litigation
Discuss a practice matter
02 / YOUR CLIENTS

Recognise the issue. Make the right referral.

When the financial picture reveals a legal problem, help your client take the next step.

  • Shareholder and director disputes
  • Business deadlock and related-party transactions
  • Access to company records
  • Insolvency and contentious recoveries
Discuss a client referral

PRACTICAL RESOURCE / FOR ACCOUNTANTS

When should you
bring in a lawyer?

Choose the situation below for the information worth gathering and a sensible next step. No client details are entered or collected in this guide.

01

Spot the concern

Identify the disagreement, financial warning sign or document requiring attention.

02

Preserve the record

Keep original records and a dated chronology. Retain earlier versions when corrections are made.

03

Prepare the referral

Confirm who needs advice, the outcome sought and any dates requiring prompt attention.

EXPLORE A SITUATION

01Access to records is becoming contentious

Gather: the person’s role, the records requested, dates of requests and responses, and the relevant constitution or shareholders agreement.

Consider a referral: where access is refused, authority is disputed or the disagreement is obstructing the business.

A director and a shareholder may have different rights. Avoid assuming that every owner has the same entitlement to information.

02Director loans or related-party payments are disputed

Gather: ledger entries, bank records, loan terms, approvals and the communications explaining the transaction.

Consider a referral: where repayment, authority or the purpose of a payment is contested.

Describe the accounting treatment separately from the parties’ competing accounts of what was agreed.

03The owners cannot agree on an exit

Gather: ownership details, the constitution, shareholders agreement, valuation material and any written exit proposals.

Consider a referral: where deadlock affects operations or the parties dispute transfer, valuation or buy-out terms.

Clarify whom your practice acts for and obtain authority before sharing client material.

04Cash-flow pressure is turning into creditor action

Gather: current cash-flow forecasts, aged creditors and debtors, tax and superannuation liabilities, and any demands or court documents.

Consider prompt advice: where debts remain unpaid outside usual terms, records are incomplete or formal recovery action has started.

Financial warning signs call for assessment; they do not, by themselves, establish insolvency. Appropriate accounting, legal and registered liquidator advice may be needed.

A formal document or an urgent risk?

Flag it at the outset. Provide the document, the date received and any date stated in it. Tell us immediately if there is a concern about records being lost or assets being moved.

Your referral preparation checklist
  1. Parties: names of the relevant people, companies and trusts for a conflicts check.
  2. Your role: whom the accounting practice acts for and who has authorised the enquiry.
  3. Short chronology: what happened, when it happened and the main points of disagreement.
  4. Objective: what the prospective client wants to achieve.
  5. Timing: documents received, dates stated and any immediate concern.
  6. Document list: identify the key records available; ask how to provide confidential material after initial checks.

Start with names, a short outline and urgency. Do not send confidential client documents without appropriate authority.

General information, not a legal assessment. Source for financial warning signs: ASIC — What to do if your company is insolvent. Reviewed 11 November 2026.

02 / A PROFESSIONAL PERSPECTIVE

Commercial judgement. Professional perspective.

Commercial disputes demand an understanding of the business, the evidence and the professional responsibilities involved.

DOYLE’S GUIDE 2026

Mark Harley — Recommended

Commercial Litigation & Dispute Resolution, Queensland

View Doyle’s Guide recognition

CPA AUSTRALIA

Former Disciplinary Tribunal Panel Member

Principal Solicitor Mark Harley practises in commercial litigation and insolvency. His previous formal appointment to CPA Australia’s disciplinary tribunal brings a relevant professional perspective to this work.

More about Mark

This historical appointment does not imply CPA Australia’s endorsement of Boss Lawyers.

03 / THE NEXT STEP

A straightforward referral process.

01

Start with the essentials.

Provide the parties’ names, a short outline and any urgent deadlines. Obtain appropriate authority before sharing confidential client material.

02

Check conflicts and fit.

We assess whether we can act and whether the matter falls within our practice. Substantive advice follows an agreed engagement.

03

Agree the engagement.

Where appropriate, we define the scope and provide the relevant costs information before legal work begins.

LET’S TALK ABOUT THE NEXT MOVE

A significant dispute deserves a clear strategy.

Tell us briefly what has happened and what needs to be resolved. We will explain the next step in our intake process.

Make an enquiry 1300 267 711

General information only, not legal advice. Contacting Boss Lawyers does not establish a solicitor–client relationship. Engagement is subject to conflicts, agreed scope and applicable costs arrangements. The client agreement prevails.