Government Revises Proposed Trust & CGT Tax Changes: What Business Owners Need To Know
Learn about the latest changes to Capital Gains Tax and how they impact small businesses and investors in Australia.
Mirror Wills For Couples: Sharing Isn’t Always Caring
Learn how a Mirror Will can simplify estate planning for couples, helping to ensure assets pass smoothly to loved ones.
When Inheriting a Home Isn’t Tax-Free: What A New ATO Draft Ruling Means For Estates
ATO draft ruling explains when inherited property qualifies for CGT exemption. Learn why will wording, rights to occupy, and trusts matter.
A Letter from Your Lawyer (When You Turn 18)
You might not expect to receive a letter from a lawyer at 18, but your parents have asked me to prepare a Will for you now that you are an adult. Here are some clear reasons to get this sorted early.
Why Family Conflicts Are More Common In Estate And Succession Planning Than You Think
When it comes to managing family wealth, most people assume their family is the exception. But what if conflict arises?
Secure Legal Document Storage: Why It Matters For Estate Planning
Secure legal document storage is the solution to a lot of headaches and heartaches that can come with estate administration and probate delays.
Electronic VS Wet Ink Signatures In Australia
Clients commonly ask: “Can we sign this document electronically, or do we need a ‘wet ink’ signature?” Here’s what you need to know!
Protecting Vulnerable Members: Addressing Financial Abuse In Self Managed Superannuation Funds
Inquiries have estimated that financial abuse costs Australians billions of dollars every year, and SMSFs can be especially vulnerable.
Prevention Is Better Than Cure: Estate And Financial Planning
Why Estate Planning isn’t just for old people, and financial planning isn’t just for rich people. When you hear the words estate planning or financial advice, it’s easy to think: ‘That’s something I’ll worry about when I’m older‘ or ‘That’s only for people with serious money.‘ But, the earlier you start, the more options and…
Why SMSF Estate Disputes Are Rising & How You Can Avoid Them
SMSF estate disputes are rising across Australia, with Victoria especially at risk as property values climb. Learn the common triggers and practical steps to help protect your fund and your family.
