Discretionary trusts, often referred to as family trusts, have been a popular structure for Australian families and businesses for many...
Discretionary trusts and the proposed 30% minimum tax
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Money
Is your offset doing its job?
Australians have hundreds of billions of dollars sitting in offset accounts, so even small mistakes can have expensive consequences. As of...
Lending Evolution: Why the Right Structure Matters More Than Ever
The lending landscape has changed significantly in recent years. Interest rates have moved. Lender policies have shifted. Borrowing conditions...
Life moves fast. Is your insurance up to speed?
Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on...
High Court Brings Greater Clarity on Trust Distributions
The High Court has recently handed down an important decision that will impact many private business groups using discretionary trusts and...
Updates to Budget Measures and New Developments
Since the Federal Treasurer handed down the 2026-27 Federal Budget on 12 May 2026, there has been a significant amount of commentary on some of...
Investing for the next generation
For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children...
Common scams to watch out for at EOFY
As the end of the financial year approaches, it’s a busy time for preparing your taxes, reviewing super, and getting your finances in order....
Position your portfolio for what’s next
A volatile geopolitical landscape, rapid technological shifts and evolving energy systems are helping to reshape investment returns. As we...
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