Introducing the Family Super Fund – the SMSF with Smarts
There are more than 616,000 SMSFs in Australia controlling more than $930 Billion – so on average each Fund holds more than $1.5M. ...
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Tony Anamourlis
Apr 113 min read
The Binding Power of Words in the Complex World of Inheritance and Wills
How Estoppel Shapes Estate Planning and Understanding the Unseen Force of Promises In the realm of estate planning, where legal documents...
100 views0 comments
Grant Abbott
Mar 283 min read
Strategic Steps to Amicable Property Settlements: Navigating Family Law with Ease
Introduction In the context of Australian family law, completing a property settlement agreement amicably without incurring excessive...
82 views0 comments
Grant Abbott
Mar 145 min read
The Guide to Capital Gains Tax - the good and the bad
Australia's capital gains tax (CGT) system, while comprehensive, is also punctuated by a number of generous concessions and exemptions...
177 views0 comments
Prakriti Jhingran
Mar 73 min read
Mastering the Art of Negotiation in Commercial Mediation: A Guide to Transforming Conflict into Collaboration
In the realm of commercial relationships, disputes are inevitable. However, the manner in which these disputes are navigated can...
85 views0 comments
Grant Abbott
Feb 292 min read
The Leading Member Discretionary Trust - the Royal Trust of Trusts
The Leading Member Discretionary Trust and its many options is the only trust enabling the protection of family wealth for bloodline...
242 views0 comments
Grant Abbott
Feb 222 min read
Unlocking the Power of Testamentary Trusts: A Guide to Securing Your Legacy
Ever thought about how to keep your family safe and your money secure after you’re gone? That’s where testamentary trusts come in....
139 views0 comments
Grant Abbott
Feb 82 min read
The Benefits and Pitfalls of Family Business Succession in Australia
In the vibrant economic landscape of Australia, family-owned businesses stand as the backbone, with an estimated 70% of all businesses...
304 views0 comments
Tony Anamourlis
Jan 253 min read
Navigating the Uncharted Waters: Dying Without a Will – Problems and Solutions
Introduction The death of a person without a will, known as dying intestate, can lead to numerous complications, both legally and...
45 views0 comments
Tony Anamourlis
Jan 243 min read
Delving into Family Provision Claims on Intestate Estates: A Case Study
Introduction In the realm of estate management, intestate estates—those left without a will—present a unique set of challenges,...
70 views0 comments
Tony Anamourlis
Jan 233 min read
The Intricacies of Intestate Succession in Blended Families: A Brief Analysis
Introduction Blended families, characterised by their unique combination of biological, step, and sometimes adoptive children, present...
90 views0 comments
Tony Anamourlis
Jan 222 min read
Understanding Intestate Succession: Navigating the Legal Landscape in Australia
Introduction When a person passes away without a valid will, they are said to have died "intestate". This can lead to complex legal...
46 views0 comments
Adil Zawahir
Jan 173 min read
Navigating the Pitfalls: Why Trading Companies Shouldn't Act as Trustees for SMSFs
The selection of a Trustee is a critical decision in the realm of Self-Managed Superannuation Funds (SMSFs), with far-reaching...
53 views0 comments
Grant Abbott
Jan 43 min read
Top Ten Estate Planning and Family Wealth Protection Resolutions for 2024
As we welcome 2024, it's an important time to prioritise your estate planning and family wealth protection. Making these resolutions now...
176 views0 comments
Grant Abbott
Nov 30, 20232 min read
Superannuation Death Benefits: Navigating the Waters Beyond Your Will
In the intricate realm of financial planning, superannuation often emerges as a complex yet crucial component, particularly when it comes...
125 views0 comments
Grant Abbott
Nov 23, 20232 min read
Securing Your Future: The Role of Enduring Power of Attorney in Navigating Life's Uncertainties
When considering the importance of an enduring power of attorney (EPOA) in Australia, it's vital to understand its role and implications....
90 views0 comments
Grant Abbott
Oct 27, 20232 min read
Child Maintenance Trusts in Australia: An Overview
Child Maintenance Trusts (CMTs) in Australia are specialised trust structures established to provide financial support for children...
53 views0 comments
Tony Anamourlis
Oct 19, 20234 min read
Excluding Beneficiaries from a Will: Understanding Legal Considerations and Proper Exclusion Methods
Excluding Beneficiaries from a Will Explained When creating a will, individuals have the right to determine how their assets will be...
37 views0 comments
Grant Abbott
Oct 12, 20232 min read
The Hidden Perils of Blended Families in Estate Planning: An Australian Perspective
The concept of family has evolved significantly over the decades. Today, blended families - those formed by partners with children from...
136 views0 comments
Grant Abbott
Sep 14, 20236 min read
The Ten BIG Benefits of a SMSF
We are going to look at the ten benefits of a SMSF, remember our goal is to make things simple - but with thousands of pages of laws it...
283 views0 comments
The Hidden Dangers of Large SMSFs: Why Bigger Isn’t Always Better
I was there on Day One for SMSFs or as they were called excluded super funds – all the way back on 1 July 1994. There were 70,000 on...
Introducing the "must have" Guardian - protecting the family at all times
A Guardian is a trusted individual or entity appointed to manage and protect the interests of vulnerable individuals who are unable to...
Understanding Debt Forgiveness in a Will: What You Need to Know
By Tony Anamourlis, Principal Abbott and Mourly Lawyers Introduction When managing a deceased estate, it's not uncommon to encounter...
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