Aaron Dunn, CEO of Smarter SMSF, said last week in the Senate estimates there had been discussion over the potential ...
Anthony Cullen, SMSF technical specialist for Accurium, said in a recent webinar that an estate plan is not documents but ...
There are three foundational principles in modern Australian trust law that are universally true, and a recent legal decision highlights ...
Understanding the nuances between owning property as joint tenants and tenants in common is crucial in holistic estate planning, a ...
There is a “clear vulnerability” in legacy planning, especially among high-net-worth individuals, according to a new report from a world-leading ...
A recent court case demonstrates that the greater the estate, the more contingencies need to be considered, even those that ...
Before bringing children into a discretionary trust, several things should be considered, a leading legal specialist has said.
Legal advisers need to be cautious when transferring assets from parents to children if the former are still alive.
Australia is now witnessing the largest intergenerational wealth transfer in the nation’s history, with more than $5.4 trillion1 of assets expected ...