Latest Blog Posts
Family Trust Tax Changes: What Has Changed—and What Should You Do Now?
Australia's proposed 30% minimum tax on discretionary trusts has raised important questions for families, investors and business owners. With new exemptions, restructuring options and changes to the original proposal, what does this mean for your wealth strategy? We explore what's changing, what remains uncertain and what trust owners should consider before making decisions.
The Inheritance Illusion:Why Having a Will May Not Be Enough
A will is important—but it may not control your superannuation, trusts, jointly owned property or business interests. Discover why Australian families need a coordinated estate plan to protect their intentions, reduce uncertainty and transfer wealth successfully.